Financial literacy event Join Stephanie Dean, Manager of Financial Literacy for RBC Wealth Management’s Family office team, for an exclusive event designed for those of you thinking about how — and when — to talk to your family about your wealth. Whether your family is already aware of your financial legacy or not, this session will offer practical strategies for starting those important conversations. We’ll explore how to communicate your values, prepare the next generation for stewardship, and navigate the complexities of inter-generational wealth transfer with clarity and confidence.
During this event, you will have the opportunity to engage with Stephanie and ask questions about how to effectively communicate your financial values and goals to your family. You will also learn about the resources and support available through Hastings Noble Private Wealth and RBC Wealth Management's Financial Literacy program, designed to help you and your loved ones build sound financial management skills and achieve long-term financial success.
Don't miss this chance to gain valuable insights and practical advice on how to navigate the complexities of family wealth and create a lasting legacy.
About Stephanie:
Stephanie Dean is the Manager of Financial Literacy at RBC Family Office Services, bringing extensive knowledge and experience in financial planning and education. She holds designations as a Certified Financial Planner (CFP), Certified International Wealth Manager (CIWM), and Fellow of the Canadian Securities Institute (FCSI). Stephanie oversees the RBC Wealth Management Financial Literacy program, supporting clients and advisor teams in building financial management skills. She is a strong advocate for advanced education and financial literacy for all ages.
Date: June 25, 2025
Time: 1:00pm - 2:00pm EST
Registration: Please contact Sara at sara.klis@rbc.com for more information.