Events

Health and wellness in the new year

New year, new you! In this webinar, a personal health and wellness expert will share practical guidance on nutrition and exercise. Parallel to financial wellness, achieving better health starts with setting clear goals and staying committed to them. Family, friends and colleagues are welcome to join.

Guest speaker:
Kirsten Denney
Coach and Owner
The Exercise Coach Cleveland Park

Client appreciation breakfast

Come and socialize with us during breakfast! Family, friends and colleagues are welcome to join too.

Wednesday, December 3, 2025 and Wednesday, December 10, 2025.

Best practices in charitable giving

Charitable giving can be a powerful way to make an impact and create a legacy, as well as a financial tool for estate and tax planning. During this webinar, we will discuss the many ways to give to charity, including donating stock, making qualified charitable distributions, utilizing a donor-advised fund and more. We will also share best practices for charitable giving to support your goals.

Guest speaker:

Cathy Walker

Senior Manager, Trustee and Philanthropic Solutions

RBC Wealth Management

Market Update & Outlook

The markets continue to be very dynamic, and the second half of the year may be eventful. Sean Naughton, RBC Wealth Management’s Head of U.S. Portfolio Advisory Group, will share the key themes, events, economic factors, and monetary policies that will shape the stock market and specific industries going forward.

Guest speaker:

Sean Naughton, CFA®

Head, U.S. Portfolio Advisory Group

RBC Wealth Management

Social Security and Medicare

Both Social Security and Medicare are two of the more commonly misunderstood areas of wealth planning. In this webinar, Wealth Strategist Grif Geisler will share an overview and update on Social Security and Medicare, as well as key considerations and ways to proactively maximize these two benefits. Please feel free to share this invite. Family, friends and colleagues are welcome to join.

Guest speaker:

J. Griffin Geisler, MBA, RICP®,CFP®

Vice President – Wealth Strategist

RBC Wealth Management

Private tour at the Hillwood Estate, Museum & Gardens

Please join Katie, Kristin and Kevin for a private tour of the Hillwood Estate, Museum & Gardens, led by one of the gallery’s esteemed docents. Our tour of the gallery is designed to pique your curiosity and deepen your understanding of the collection. Throughout the tour, our docent will help us explore these different perspectives and how this grand estate was used during Hillwood founder Marjorie Merriweather Post’s time.

Insurance and Long-Term Care – Planning for the unexpected

Life and long-term care insurance can be key components of a wealth plan.

We will discuss the key considerations for life insurance, how it can provide a safeguard for your loved ones, and how it can support your estate plan. We will also share how long-term care policies can help ease concerns of the cost of future health care needs and complement your existing insurance.

Guest speaker:
Adele Zilber, CFP®, CLU®, ChFC®
Managing Director, Signature Private, Highland Capital Brokerage

Saving for Education

Education can be one of the most important investments in a child’s future - as well as one of the larger expenses for parents and families.

During this webinar, we will share how a 529 plan can help you save for a variety of education expenses, the key considerations for setting up and funding a 529 plan and information on the recently added 529 Roth IRA rollover option.

Private tour and lunch at the National Gallery of Art

Please join us for a private tour of the National Gallery of Art, led by one of the gallery’s esteemed docents. Our tour of the gallery’s collection highlights is designed to pique your curiosity and deepen your understanding of the collection. Throughout the tour, our docent will help us explore these different perspectives and make meaningful connections to art.

Following our tour, we will host a lunch at the gallery’s Cascade Café.

Planning for your Legacy - Estate Plans and Trusts

An estate plan is essential to help you secure your legacy and make a lasting impact on the people and causes important to you. There are many tools available to help create an estate plan and incorporating a trust may be an effective way to accomplish your goals.

During this webinar we will share key considerations and actionable insights for creating and maintaining a successful estate planning strategy.

Guest speaker:
Diane K. Kuwamura, Esq.
Principal, Kuwamura Law Group, P.A.

Market Update and Outlook: Leaders for 2025

Please join us and Alan Robinson for a timely market update on the key investment themes and opportunities we see ahead in 2025.

Guest speaker:
Alan Robinson
Research Analyst
RBC Wealth Management

Demystifying alternative investments

Alternatives provide access to investment opportunities outside of traditional stocks and bonds—but exactly what does that mean?
During this webinar, you will learn about the different types of alternative assets (real estate, private equity, hedge funds and more), how you can invest in alternatives, the potential benefits of including alternatives in a portfolio and more.

Guest speaker:
Nick Johnson
Senior Product Consultant, Alternative Investments
RBC Wealth Management