Susan M. Hovanec, AEP®, CFP®
Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio FocusSteven Whittaker, CFP®
Associate Vice President - Financial AdvisorCari Neitzey, APP
Investment AssociateSusan M. Hovanec, AEP®, CFP®
Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio FocusSteven Whittaker, CFP®
Associate Vice President - Financial AdvisorCari Neitzey, APP
Investment Associate
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Did you know that attitudes toward estates and wealth transfer are shifting, with a greater emphasis on passing on wealth during life? A financial advisor can brainstorm smart ways to tap into your values while distributing wealth.
How are you taking your RMDs? The deadline for 2024 is December 31. Explore your withdrawal options today.
A big thank you to everyone who joined us last night for our Fall Seminar: Reaping the benefits of Social Security and Medicare! It was a pleasure to gather and discuss such critical topics with all of you. We hope you walked away feeling more empowered and informed about your financial well-being. Stay tuned for more events, and feel free to reach out if you have any questions or would like to continue the conversation. #FinancialEducation #RBC #SocialSecurity #InvestInYou