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 Connects - Wine & Wealth

May 02, 2024 06:30 PM Central Daylight Time - May 02, 2024 08:00 PM Central Daylight Time
Private Event Allen, Texas

This private event will feature a guided wine tasting experience to help you pair wine more effectively, while also learning how to build wealth using the most efficient tools based on the goals you have set.


PSO Family Matters: Social Security Key Concepts

Apr 25, 2024 12:00 PM Central Daylight Time - Apr 25, 2024 01:00 PM Central Daylight Time
Webinar Frisco, Texas

Please join us for an educational webinar on Social Security strategies for all ages and building tax-considerate income strategies for your future. We will discuss how Social Security benefits are calculated, how spousal benefits work and how to maximize your benefits.

RSVP for registrations details.


PSO Market Update

Apr 11, 2024 04:00 PM Central Daylight Time - Apr 11, 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!


2024 Election Insights

Feb 22, 2024 12:00 PM Central Standard Time - Feb 22, 2024 01:00 PM Central Standard Time
Webinar Frisco, Texas

There are signs the 2024 election is already causing nervousness among investors.

Join us for a relevant and timely online webinar that will discuss the stock market's track record around elections, potential tax code changes, the impact of congressional party control on markets, and more.

Please RSVP below to join this important discussion.


2024 PSO Economic Roundtable

Feb 07, 2024 12:00 PM Central Standard Time - Feb 07, 2024 01:00 PM Central Standard Time
Private Event Frisco, Texas

2023 was a year of surprises for the market and a big reversal in returns for asset classes. What’s in store for 2024?

To find out, we are excited to host this exclusive PSO Economic Roundtable as we kick-off a new and exciting year!

Janet Engels, Head of the Portfolio Advisory Group – U.S., joins us to explore several of the crosscurrents that may impact market returns in 2024 and highlight the potential investment opportunities.

 


PSO

PSO Market Update

Jan 11, 2024 04:00 PM Central Standard Time - Jan 11, 2024 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!


Cybersecurity

Cybersecurity: How to spot cyber fraud and scams

Oct 26, 2023 12:00 PM Central Daylight Time - Oct 26, 2023 01:00 PM Central Daylight Time
Webinar Frisco, Texas

Join us for this live webcast (online event only) on how to protect yourself and your loved ones from cyber crime. The panel will include professionals from RBC Wealth Management and special guests from the FBI and Minnesota Department of Commerce sharing information about types of online fraud and scams, warning signs and the most effective ways to protect yourself online. Questions of the panel are welcome via chat.

 

Please RSVP to register for this important event.

 


PSO Connects: Annual BBQ

Oct 22, 2023 02:00 PM Central Daylight Time - Oct 22, 2023 04:00 PM Central Daylight Time
Private Event Celina, Texas

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


PSO Market Update

Oct 19, 2023 04:00 PM Central Daylight Time - Oct 19, 2023 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 below to join the conversation!


PSO Market Update

Jul 27, 2023 04:00 PM Central Daylight Time - Jul 27, 2023 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 below to join the conversation!