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Who Will Take Care of Me When I'm Old?
Virtual Event, WebEx
Join us as we host a virtual conversation with industry experts about longevity planning and managing life care options. We'll discuss the various levels of care, and the options and resources available to caregivers and family members to help navigate the care management landscape.
Guest Speakers:
Adele Zilber, CFP®, CLU®, ChFC®
Managing Director, Signature Private
Highland Capital Brokerage
Ellen S. Platt, MEd, CRC, CCM
President & Certified Aging Life Care Manager
The Option Group
Please RSVP to Renee Floro at renee.floro@rbc.com by April 23, 2024. Please feel free to pass this invitation along to friends or family who may find this topic of interest.
Join the presentation here.
Charitable Giving Presentation
Virtual Event, WebEx
Please join us for a virtual presentation on charitable giving. We will discuss strategies such as donor-advised funds, charitable trusts, donating appreciated stock, and qualified charitable distributions from IRA accounts.
Hosted by: The Ross Group
Guest Speaker: Cathy Walker, Senior Trust Consultant, RBC Wealth Management
Please RSVP to Renee Floro at renee.floro@rbc.com by October 31. Please feel free to invite a friend or family member who may find this of interest.
Join the presentation here.