Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

2025 Texas North virtual call schedule

To register and receive more information, contact us and please refer to the session you wish to attend.

Contact us 

Thursday, January 30, 12 p.m. (CT)

Wealth Management Online at RBC with Christie Grandbois, Director of Technology Engagement & Adoption at RBC Wealth Management 

Tuesday, February 18, 12 p.m. (CT)

Global Insight Monthly with Kelly Bogdanova, Vice President - Portfolio Analyst at RBC Wealth Management

Thursday, March 20, 12 p.m. (CT)

Cybersecurity and fraud with Tara Ambrose, Vice President and Senior Manager of Client Risk Prevention at RBC Wealth Management

Thursday, April 17, 12 p.m. (CT)

2025 Market update with Rob Sluymer, Technical Strategist, Portfolio Advisory Group at RBC Wealth Management

Thursday, May 15, 12 p.m. (CT)

Social Security strategies with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Wednesday, June 18, 12 p.m. (CT)

Roth conversion strategies with Robert Stern, Ultra High Net-Worth Strategist at RBC Wealth Management

Thursday, July 24, 12 p.m (CT)

Market update with Alan Robinson, Vice President, Global Portfolio Manager at RBC Wealth Management

Thursday, August 21, 12 p.m. (CT)

Navigating your Medicare with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Thursday, September 25, 12 p.m. (CT)

Market update with Janet Engels, head of the Portfolio Advisory Group at RBC Wealth Management

Thursday, October 16, 12 p.m. (CT)

Charitable giving and donor-advised funds with Cathy Walker, Manager, Trustee & Philanthropic Solutions at RBC Wealth Management

Thursday, November 20, 12 p.m. (CT)

Financial transitions and milestones with Robert Stern, Ultra High Net-Worth Strategist at RBC Wealth Management

Thursday, December 11, 12 p.m. (CT)

Business owner resources at RBC with Rick Sweeney, Director, Insured Solutions Platform at RBC Wealth Management

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Texas Fights Hunger image

Texas Fights Hunger: Alex Snodgrass and Cornerstone Assistance Network

Sep 17, 2024 05:00 PM Central Daylight Time - Sep 17, 2024 07:00 PM Central Daylight Time
WebEx 2500 Noble Ave, Fort Worth TX , 76111

We have a special event planned for this fall, featuring Alex Snodgrass, the foodie behind the popular blog and social media destination The Defined Dish, founder of the better-for-you dressing company, SideDish, and a three-time New York Times bestselling cookbook author.

Charitable giving and donor-advised funds educational event

Jul 25, 2024 12:00 PM Central Daylight Time - Jul 26, 2024 01:00 AM Central Daylight Time
Call ,

Join us for an informational session on charitable giving and find out if a donor-advised fund is right for you.

Hosted by: Texas North Complex

Special guest: Aaron Gallardo, Trust Consultant, RBC Wealth Management

Join by phone
Webex Event number: 180 181 6094 | Password: 2024
Webex Dial-in: (877) 310-7479
Access code: 180 181 6094

Navigating Your Medicare - Call - May 23

May 23, 2024 12:00 PM Central Daylight Time - May 23, 2024 01:00 PM Central Daylight Time
WebEx ,

Please join us as we hear from RBC Wealth Strategist, Griffin Geisler, on the intricacies of Medicare.

When time for the call, click on the WebEx link below.