International Women’s Month

In celebration of Women’s History Month to honor women internationally, we are hosting a Queen of the Court tennis clinic exclusively for women. We believe that empowering women is necessary to achieve financial independence.

2025 year-end recap

Join us for a conversation as we recap 2025 with Stephanie Aliaga, Global Market Strategist, from J.P. Morgan Asset Management. This session will provided valuable insights and perspectives on the global economy and markets. Highlighting key trends, challenges and opportunities that have shaped the year. RSVP for Webinar details.

Employee stock ownership plans (ESOPs): a potential tax-advantaged business transition solution

Whether you are considering an exit or simply exploring your options, don’t miss this chance to enhance your understanding of employee stock ownership plans (ESOPs) and the role they can play in successful business transitions. This discussion will focus on business succession and liquidity options, where we will delve into the intricacies and features of ESOPs.

Confident wealth - feeling secure in your financial future

Join us for an informative session on confident wealth where we’ll outline the tools women need to make smart investment and planning decisions. You should walk away with a process that’ll help you determine your financial goals and steps you can take to get there. If you’ve been on the lookout for financial clarity and tips to protect and grow your wealth, you won’t want to miss this!

Hosted by: Kinetix Wealth Group

Gina Thompson, CPFA | Senior Vice President – Financial Advisor - Portfolio Director Group

Stacey Kovach, CDFA, CEPA | Senior Financial Associate

Click the link below to join:

https://rbcteams.webex.com/weblink/register/r15a532339be2b109de176b22d516248e

Password: Confident25  (case sensitive)

International Women’s Month

In celebration of Women’s History Month to honor women internationally, we are hosting a Queen of the Court tennis clinic exclusively for women. We believe that empowering women is necessary to achieve financial independence.

2025 year-end recap

Join us for a conversation as we recap 2025 with Stephanie Aliaga, Global Market Strategist, from J.P. Morgan Asset Management. This session will provided valuable insights and perspectives on the global economy and markets. Highlighting key trends, challenges and opportunities that have shaped the year. RSVP for Webinar details.

Employee stock ownership plans (ESOPs): a potential tax-advantaged business transition solution

Whether you are considering an exit or simply exploring your options, don’t miss this chance to enhance your understanding of employee stock ownership plans (ESOPs) and the role they can play in successful business transitions. This discussion will focus on business succession and liquidity options, where we will delve into the intricacies and features of ESOPs.

Confident wealth - feeling secure in your financial future

Join us for an informative session on confident wealth where we’ll outline the tools women need to make smart investment and planning decisions. You should walk away with a process that’ll help you determine your financial goals and steps you can take to get there. If you’ve been on the lookout for financial clarity and tips to protect and grow your wealth, you won’t want to miss this!

Hosted by: Kinetix Wealth Group

Gina Thompson, CPFA | Senior Vice President – Financial Advisor - Portfolio Director Group

Stacey Kovach, CDFA, CEPA | Senior Financial Associate

Click the link below to join:

https://rbcteams.webex.com/weblink/register/r15a532339be2b109de176b22d516248e

Password: Confident25  (case sensitive)

International Women’s Month

In celebration of Women’s History Month to honor women internationally, we are hosting a Queen of the Court tennis clinic exclusively for women. We believe that empowering women is necessary to achieve financial independence.

2025 year-end recap

Join us for a conversation as we recap 2025 with Stephanie Aliaga, Global Market Strategist, from J.P. Morgan Asset Management. This session will provided valuable insights and perspectives on the global economy and markets. Highlighting key trends, challenges and opportunities that have shaped the year. RSVP for Webinar details.

Employee stock ownership plans (ESOPs): a potential tax-advantaged business transition solution

Whether you are considering an exit or simply exploring your options, don’t miss this chance to enhance your understanding of employee stock ownership plans (ESOPs) and the role they can play in successful business transitions. This discussion will focus on business succession and liquidity options, where we will delve into the intricacies and features of ESOPs.

Confident wealth - feeling secure in your financial future

Join us for an informative session on confident wealth where we’ll outline the tools women need to make smart investment and planning decisions. You should walk away with a process that’ll help you determine your financial goals and steps you can take to get there. If you’ve been on the lookout for financial clarity and tips to protect and grow your wealth, you won’t want to miss this!

Hosted by: Kinetix Wealth Group

Gina Thompson, CPFA | Senior Vice President – Financial Advisor - Portfolio Director Group

Stacey Kovach, CDFA, CEPA | Senior Financial Associate

Click the link below to join:

https://rbcteams.webex.com/weblink/register/r15a532339be2b109de176b22d516248e

Password: Confident25  (case sensitive)