Events

Talking money with family: a guide for every generation

Please join us for a webinar. Money conversations within families are often avoided, yet they’re essential for strengthening
relationships, building financial literacy and passing down family values.

• For parents: Learn how to share your estate
planning goals with your children and help them
become good stewards of family wealth.
• For adult children: Learn how to initiate
respectful conversations with your parents about
finances and family values.
We will share best practices on:
• How to overcome barriers to money conversations
• Age-appropriate ways to discuss finances
• How to align money decisions with family values
• Real-world scenarios and
communication frameworks

Speaker:
Les Williams, JD, LLM
Vice President – Wealth Strategist
RBC Wealth Management

Please join us for a webinar - 2026 Midterm election and market outlook

Please join us and Kelly Bogdanova for a timely midterm election update and outlook on emerging investment themes and opportunities. Family, friends and colleagues are welcome to join.

Hosted by:

The Katie Clark Group

RBC Wealth Management

Katie Clark, CRPC®

Managing Director – Financial Advisor

Senior Portfolio Manager

Kristin Pfeiffer, CFP®, MBA

Vice President – Financial Advisor

Portfolio Manager

Speaker:

Kelly Bogdanova

Vice President – Portfolio Analyst

Portfolio Advisory Group – U.S.

Co-Chair, Global Portfolio Advisory Committee

RBC Wealth Management

Gene Munster and Doug Clinton discuss AI

The RBC Wealth Management Mid Atlantic Complex invites you to join us to hear from Gene Munster and Doug Clinton, managing partners at Deepwater Asset Management.

Hosted by:

Mid Atlantic Complex
Warren Bischoff
Senior Managing Director – Complex Director

Guest speakers:
Gene Munster
Managing Partner
Deepwater Asset Management

Doug Clinton
Managing Partner
Deepwater Asset Management

Tour the Italian American Museum of DC

Please join us for a docent-led tour of the Robert A. Facchina Italian American Museum
of Washington, DC (IAMDC).
The museum’s knowledgeable docents will guide us through the museum, exploring
the lasting contributions of Italians and Italian Americans to the nation’s capital.
Along the way, we’ll discover the unique community of Italian immigrants who settled
in Washington, DC and view three galleries of artwork by local, contemporary Italian
American and Italian artists.

Fraud, Scams, and Cybersecurity

Join us for a webinar. Discover how to protect yourself in today’s evolving threat landscape. In this session, Charles Laugen will share insights into current cyber threats and fraud tactics and provide actionable strategies to help strengthen your account security and help safeguard your personal information.

Hosted by:

Katie Clark, CRPC®

Managing Director – Financial Advisor

Senior Portfolio Manager

Kristin Pfeiffer, CFP®, MBA

Vice President – Financial Advisor

Portfolio Manager

Speaker:

Charles Laugen, CFE

Head, Fraud Prevention and Surveillance

Business Risk Oversight

RBC Wealth Management

Navigating Medicare

We invite you to join Wealth Strategist Griffin Geisler in this discussion about all things Medicare, including Medicare’s A, B, C and D plans. This session is for those turning 65 soon, those who already have a Medicare plan or anyone who might be interested in learning more to help a loved one better understand their options.

Speaker:

Griffin Geisler
Vice President – Wealth Strategist

RBC Wealth Management

Private tour at the Renwick Gallery

Join us for a private tour of the Renwick Gallery, led by one of the gallery’s esteemed docents. Our tour of highlights in the gallery’s collection 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. Family, friends and colleagues are welcome to join too.

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. Family, friends and colleagues are welcome to join. 

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

Client appreciation breakfast

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

Wednesday, April 15, 2026.

Wednesday, May 6, 2026.

Thursday, June 11, 2026.

Market update and outlook: leaders for 2026

Please join us for a timely market update on the key investment themes and opportunities we see ahead in 2026. Family, friends and colleagues are welcome to join.

Speaker:

Kelly Bogdanova

Vice President – Portfolio Analyst

Portfolio Advisory Group – U.S.

Co-Chair, Global Portfolio Advisory Committee

RBC Wealth Management

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