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Tax strategies and market expectations

Mar 17, 2022 12:00 PM Central Daylight Time - Mar 17, 2022 01:00 PM Central Daylight Time
Location To Be Determined

You are invited to a virtual educational meeting where Griffin Geisler will offer guidance into 2022 and 2023 tax-planning strategies. Tina Licari will share RBC Wealth Management’s views on 2022 outlook for global markets, and how we are investing in this environment. There will be time for questions on both topics.

Meet the author, Dr. Sarah Seidelmann, and book signing

Feb 08, 2022 05:00 PM Central Standard Time - Feb 08, 2022 07:00 PM Central Standard Time
831 East Superior Street Duluth, Minnesota

Join us for an evening of comfort food and storytelling (featuring Where the Deer Dream—a book for all genders and ages). In addition, Tina will provide an update on the global markets.

About the book: “When Meera discovers something unexpected, a whole lot of confusing things suddenly make sense and, simultaneously, absolutely nothing is clear.” ★★★★★ “Utterly enrapturing, enchanting, and magical!” — Elizabeth Rapoport, author Sarah’s sixth book and first novel!

Hosted by: Tina Licari, CFP®, CRPC® Senior Vice President – Financial Advisor

Special guest: Dr. Sarah Seidelmann, woman of medicine, shamanic mentor and author

Location: Kitchi Gammi Club 831 East Superior Street Duluth, MN 55802

Date and time: Tuesday, February 8, 2022 | 5–7 p.m.

RSVP to Charlie Athmann at (651) 228-6948 or charles.athmann@rbc.com.

The power of purpose

Dec 30, 2021 05:00 PM Central Standard Time - Dec 30, 2021 07:00 PM Central Standard Time
Kitchi Gammi Club 831 East Superior Street Duluth, MN , 55802

A good financial road map shows us exactly how the choices we make today will affect our future tomorrow. Join us for our discussion about the power of purpose for life. Learn how to get started and stay on the right financial track. It is not about money, it’s about life. An informal dinner will be served.

Hosted by: 

  • Tina Licari, CFP®, CRPC® | First Vice President – Financial Advisor | RBC Wealth Management
  • Matthew Skapyak Senior Investment Consultant | BNY Mellon Investment Management
  • Special guest: Heather Rosales | Vice President – Senior Manager | Field Training and Development | RBC Wealth Management

Date and time: Thursday, December 30, 2021 | 5–7 p.m.

RSVP to Charlie Athmann at (651) 228-6948 or charles.athmann@rbc.com.

Events that may affect 2022 and future markets

Dec 02, 2021 05:30 PM Central Standard Time - Dec 02, 2021 07:00 PM Central Standard Time
St. Paul University Club 420 Summit Ave St. Paul, MN , 55102

Dress up and come out for a discussion with Tina Licari and Chad LaTour about the latest market movement and future expectations. The evening promises to be relaxing while captivating.

  • Hosted by: Tina Licari, CFP®, CRPC® | First Vice President – Financial Advisor
  • Special guest: Chad LaTour, Regional Manager Lord Abbett
  • Date and time: Thursday, December 2, 2021 | 5:30 p.m. CT

Cocktails and appetizers will be served.

RSVP to Charlie Athmann at (651) 228-6948 or charles.athmann@rbc.com.