Our group is passionate about educating our communities. We offer periodic seminars. Please continue to check back for the latest offering from our team and the community. 

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Women, Wine & Wall Street Series

Feb 22, 2018 06:00 PM - Feb 22, 2018 08:00 PM Eastern Standard Time
Vinovations 2 Merchant Street, Route 1 Sharon, MA

Putting Your Best Foot (in cute heels) Forward

Learn what you ought to pay attention to when it comes to your finances and what common financial and investment mistakes to avoid. Next, learn how to best market yourself from the woman who literally wrote the book on personal branding. Learn how to position yourself effectively for your career and how to brand yourself even when you are off the clock. Lastly, we’ll have a stylist in to keep you looking fab in the midst of the winter drab.

 

RSVP to Nora Yousif below or at (508) 230-8960


Women, Wine & Wall Street Series

Jan 25, 2018 06:00 PM - Jan 25, 2018 08:00 PM Eastern Standard Time
Vinovations 2 Merchant Street, Route 1 Sharon, MA

Life Hacks for Your Family’s Health & Wealth

Learn the top life hacks for your pocketbook and family. We’ll cover being a college savvy parent positioning your child for maximum financial aid and offers; optimizing you or your parent’s Social Security benefits; and angles on how to best protect your family. Then, we’re bringing in an authority on all things health related: energy, weight loss, stress release, sleep and more. She was on the Today Show and we’re bringing her to you to hear her quick natural fixes.

Warning: Fun swag will be handed out.
 
RSVP to Nora Yousif below or at (508) 230-8960

Women, Wine & Wall Street Series

Dec 07, 2017 06:00 PM - Dec 07, 2017 08:00 PM Eastern Standard Time
Vinovations 2 Merchant Street, Route 1 Sharon, MA

Massachusetts Millionaire-ess: Say and do the right things

Learn responsible money mindset guidelines to teach your family. If you’ve “arrived,” learn how to best sustain your wealth for generations to come. We’ll also be joined by the talented, Emmy Award-winning journalist and former Channel 5 news anchor, Heather Unruh. She’ll offer us tips on being heard and how to communicate most effectively in all facets of your life.

 

RSVP to Nora Yousif below or at (508) 230-8960  RBC Wealth Managment is not affiliated with Heather Unruh.



Previous offerings

Retirement, Social Security, Long Term Care: What you need to know

Speaker: Nora Yousif

Your Financial Roadmap

Speaker: Nora Yousif

Social Security, Medicare & Retirement: All you need to know

Speaker: Nora Yousif

Market Outlook and Key Themes

Speakers: RBC economists Janet Engels and Lindsay Strickland

Retirement, Social Security & Medicare

Speaker: Nora Yousif

Social Security

Speaker: Nora Yousif

Financial Mentor

Speaker: Nora Yousif

The Boston Club – Financial Affinity Group: College & Social Security

Speaker: Nora Yousif

Your Financial Roadmap

Speaker: Nora Yousif

Women, Wine and Wall Street Series: Boss Lady's Toolkit: What is your brand? What is your plan?

Speakers: Nora Yousif and guests

2nd Annual Women's Business Success Summit Conference

Speaker: Nora Yousif

The WELL Summit Conference: Your Financial Wellness

Speaker: Nora Yousif

Women, Wine and Wall Street Series: Success Using the New England Patriots Playbook

Speakers: Nora Yousif and Dion Lewis

Women, Wine and Wall Street Series: Aging Gracefully, Physically & Financially

Speakers: Nora Yousif and guest

Client Appreciation Event: Portfolio Prepared for 2017? Trends for Wealth Building

Speakers: Bob Dickey, Sean C. Gray

Your Financial Roadmap: 30s, 40s, 50s

Speaker: Nora Yousif

Keynote Address: Being in and servicing a family business

Speaker: Nora Yousif

Protect and Plan Your Social Security Lifetime Benefit

Speaker: Nora Yousif

Your Money Roadmap

Speaker: Nora Yousif

Money Mindset: Is it your goal to be a Millionaire?

Speakers: Nora Yousif, Arianna Huffington, Karen Kaplan, Kip Hollister, Jenny Johnson and more.