Join us for upcoming events

We are committed to hosting educational programs 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. Please contact us for more information regarding a specific event of your interest. 

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PSO Family Matters: Social Security Strategies

May 15, 2025 12:00 PM Central Daylight Time - May 15, 2025 01:00 PM Central Daylight Time
Webinar Frisco, Texas

You are invited to join us as Griffin Geisler, RBC Wealth Strategist, discusses key Social Security Concepts including:

  1. Calculation of Benefits - how much will I receive
  2. Full Retirement Age - when do I qualify for full benefits
  3. Ways Benefits are Reduced
  4. Spousal Benefits
  5. Filing Strategies

Please RSVP to join this conversation!

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2025 Market Update

Apr 17, 2025 12:00 PM Central Daylight Time - Apr 17, 2025 01:00 PM Central Daylight Time
Webinar Frisco, Texas

Please join this timely market update featuring, Rob Sluymer, RBC Technical Strategist as he provides insights into current market patterns and trends.

This discussion will include:

  1. Market Performance Update
  2. Technical Market Outlook – A Forward Look at Risks vs. Opportunities

Please RSVP below to receive meeting details for this important conversation.

RBC Cybersecurity and Fraud

Mar 20, 2025 12:00 PM Central Daylight Time - Mar 20, 2025 01:00 PM Central Daylight Time
Webinar Frisco, Texas

You are invited to a discussion focused on cybersecurity and fraud prevention.

Join us as Tara Ambrose, senior manager of RBC Client Risk Prevention, discusses some of the most prevalent fraudulent schemes we are seeing today, the typical warning signs, and the most effective ways to protect yourself and your loved ones.

Please RSVP below to receive the Webex meeting details.

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PSO Connects: Health and Wealth

Jan 23, 2025 06:00 PM Central Standard Time - Jan 23, 2025 08:00 PM Central Standard Time
Private Event Allen, Texas

Protect your wealth by regaining your health

Please join us for an impactful discussion on how to reverse the alarming trend of rising diseases, including:

  1. Diabetes
  2. Heart disease
  3. Auto-immune disease
  4. Dementia and Alzheimer’s disease

Come learn how to apply proactive lifestyle modifications and anti-aging strategies that will help you regain your health and therefore protect your wealth.

 

PSO Market Update

Jan 17, 2025 04:00 PM Central Standard Time - Jan 17, 2025 05:00 PM Central Standard Time
Webinar Frisco, Texas

The agenda for this call will include:

1. Market Performance Update – Month, Quarter, and Year

2. Economic Outlook – A Forward Look at Risks vs. Opportunities

3. Portfolio Impacts - A Discussion of Recent Portfolio Updates

Please RSVP below to join the conversation!

PSO Market Update

Oct 10, 2024 04:00 PM Central Daylight Time - Oct 10, 2024 05:00 PM Central Daylight Time
Webinar Frisco, Texas

The agenda for this call will include:

1. Market Performance Update – Month, Quarter, and Year

2. Economic Outlook – A Forward Look at Risks vs. Opportunities

3. Portfolio Impacts - A Discussion of Recent Portfolio Updates

Please RSVP to join the conversation!

PSO Connects: Annual BBQ

Oct 06, 2024 02:00 PM Central Daylight Time - Oct 06, 2024 04:00 PM Central Daylight Time
Private Event Celina, Texas

Join us as we kick off the fall with good food and great friends!

Sunday, October 6th - 2pm-4pm

RBC Market Update

Aug 15, 2024 12:00 PM Central Daylight Time - Aug 15, 2024 01:00 PM Central Daylight Time
Webinar Frisco, Texas

Join us as Rob Sluymer, strategist at RBC Wealth Management, shares valuable economic insights and perspective on the latest market trends and outlook, including trends in today's equity markets