The SRVR Index

Dec 15, 2020 04:30 PM - 05:30 PM Eastern Standard Time
Location To Be Determined

Evolution of Growth: Going from Everyone to Everything

Powering the Intelligence Revolution through 5G and Cloud Infrastructure

Technology companies have been a key driver in overall economic growth and new job creation not only in the USA but globally. Technology has also influenced the way we perform our job, enjoy our free time and connect socially.

Presenting companies:

  • Kevin Kelly: Founder, CEO and managing partner of Benchmark Investments
  • Hosted By: RBC Branch Director – Christopher Lobo

Dialing Number: 1-800-909-5034 | Access to this conference call will be very simple. Once you have decided to attend our call and have confirmed your attendance; That’s it. And don’t forget to have the presentation open on your computer or printed out and on your desk. Please dial the above number at the designated date and time and an operator will put you into the participating group.

Do not hesitate to reach out to our office with any questions, comments or concerns prior to the call.

RSVP

The SRVR Index Evolution of Growth

Oct 27, 2020 04:30 PM - Oct 28, 2020 04:30 PM Eastern Daylight Time
Location To Be Determined

Presenting companies:

Kevin Kelly: Founder, CEO and managing partner of Benchmark Investments

Hosted By: RBC Branch Director – Christopher Lobo

Technology companies have been a key driver in overall economic growth and new job creation not only in the USA but globally. Technology has also influenced the way we perform our job, enjoy our free time and connect socially.

Our guest speaker will provide a better understanding of the importance of: Data Centers, Fiber Optic Networks and Wireless Towers

We will also be discussing the long term secular trends in technology such: 5-G, E-Commerce, Electric Vehicles, Cloud Computing, Artificial Intelligence and the Internet of Things.

We hope you can join us. .

 

Date: Tuesday October 27th

Time: 4:30 pm ET

Date: Wednesday, October 28th

Time: 4:30 pm ET

Dialing Number: 1-800-582-4096

Please indicate which session you are attending when you RSVP.

We will send you the PDF presentation immediately after your RSVP response. 

 

 


Virtual Meeting - The Psychology of Investing Presenting: BlackRock

Jul 29, 2020 10:30 AM - 11:30 AM Eastern Daylight Time
Virtual WebEx Conference Call Syracuse, NY , 13214

During a time of market turbulence and mounting uncertainty about the length of this pandemic we are often concerned about our financial health. History tells us that we will always have a recovery and that the best offense is a good defense. An Investor needs to hold the line.

Please join us for a special virtual WebEx conference with David Babat, Vice President, Blackrock Inc. David will be presenting his firm’s views on the importance of staying in the market during difficult times and the significant risk of panic selling. He will discuss why long term investing is the key to success regardless of the current economic environment and what is driving short term market turbulence.


#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.

The shape of things to come

The COVID-19 economic damage should diminish greatly through 2021, while confidence in a return to a recognizable social and business landscape will likely grow. As GDP regains its pre-pandemic peak and corporate earnings recover further, we expect equities could provide attractive all-in returns in 2021, and probably for 2022 as well. Read the full economic outlook in the Global Insight 2021 Outlook.

Value statement

Your money or your life? Whether someone is retired or still actively working, there is very little doubt that managing our personal finances is not easy — it’s complicated and ever changing. Many people discover that managing their personal finances is much like having a second full-time job. In this situation, the quality of our lives can decline and we spend time in worry and stress,

At The Will and Lobo Wealth Management Group, our principal objective is to understand your particular financial structure and discover your specific lifestyle priorities. We then ask the all-important question: Will you have sufficient funds to meet all of your objectives?

We strive to create a highly detailed and comprehensive wealth plan that fully incorporates all the required needs and wants of an individual or family. The starting point for investing is not picking a stock or bond but rather developing a comprehensive investment solution that runs parallel to your very unique and personal life goals.


 

Are you helping your children pay for college?

With college tuition costs on the rise, education funding has become a critical wealth management component for many parents who want to help their children avoid a heavy debt burden so early in life. If you’re planning on helping your children pay for college, there are a variety of funding options available to you. Learn more about college savings plans or contact us today to discuss which option may be right for you.

Retirement is your next long-term venture

You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. Contact us today to discuss what sets us apart and to learn how we can be of service to you.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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