RBC Lunch and Learn Series: Talking money with your adult children (Ancaster)

Sep 25, 2019 10:30 AM - 12:00 PM Eastern Daylight Time
Ancaster Seniors Achievement Centre 622 Alberton Rd S Alberton, ON

Please join us for a free lunch and learn on Talking Money with Adult Children. Have you had the money talk? How do you engage your busy family in conversation around finances? Please join us for an interactive advice event on this important topic.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner. Guest Speaker: Sean Crockett, District Vice-President – Fidelity Investments.

 

Attendance is complimentary, but seating is limited. Please RSVP to shawn.e.macdonald@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this Advice Event.

RSVP

RBC Lunch & Learn Series: Downsizing your home in retirement

Sep 26, 2019 10:30 AM - 12:00 PM Eastern Daylight Time
Sackville Hill Seniors Centre 780 Upper Wentworth St Hamilton, ON

Please join us for a free lunch and learn on Downsizing your home in retirement. Please join us for an interactive advice event on this important topic and before you make the big move.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner. Guest Speaker: Ladies of Royal LePage: Debby McNair – Allies in Downsizing

 

Attendance is complimentary, but seating is limited. Please RSVP to shawn.e.macdonald@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this Advice Event

RSVP

Tax & Estate Perspectives

Oct 07, 2019 12:30 PM - 02:00 PM Eastern Daylight Time
Flamborough Seniors Centre (in the new library) 163 Dundas St E, Waterdown, Ontario

Join us for an in-depth discussion on the Changes to Ontario's Probate Process & Role of the Executor.

RSVP

RBC Lunch n Learn Series: Prepared, safe & confident

Oct 15, 2019 10:30 AM - 12:00 PM Eastern Daylight Time
Glanbrook Community Services 4280 Binbrook Rd Binbrook, ON

We can't predict natural disasters, but there are plenty of ways to be prepared.  Please join our complimentary lunch and learn, where we'll share tips to help you have what you need in case of an emergency. 

RSVP

Planning Ahead & Being Prepared

Oct 23, 2019 11:30 AM - 01:00 PM Eastern Daylight Time
Gage Park Greenhouse Hamilton Fall Garden & Mum Show Hamilton, ON

Are you really prepared?  Protecting your family can be as simple as ensuring your wishes are known and that your personal matters are updated and in order.  Light refreshments and admission to the Mum Show

Call 905-546-2424 ext. 5052

RSVP

RBC Lunch n Learn Series: Investing in Real Assets - Income, Diversification & Inflation Protection

Oct 30, 2019 10:30 AM - 12:00 PM Eastern Daylight Time
Ancaster Seniors Achievement Centre 622 Alberton Rd S Alberton, ON

What are real assets?  A real asset is tangible asset you can touch.  These assets have intrinsic value that can be exchanged for other goods & services, join us to find out how and why at this complimentary lunch n learn.

RSVP

RBC Lunch n Learn Series: The Power of a Financial Plan

Oct 31, 2019 10:30 AM - 12:00 PM Eastern Daylight Time
Sackvill Hill Seniors Centre 780 Upper Wentworth St Hamilton , ON

Please join us and learn about how a Financial Planner can help enhance your lifestyle and protect your estate.

RSVP

RBC Lunch and Learn Series: Exploring Options for Seniors housing (Binbrook)

Sep 17, 2019 12:30 PM - 02:00 PM Eastern Daylight Time
Glanbrook Community Services 4280 Binbrook Rd Brinbrook, ON

Please join us for a free lunch and learn on Senior Housing. The decision to sell your family home and downsize is not an easy one to make – or agree upon. Join us to learn about factors to consider when making the big move.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner. Guest Speaker: Leslie Watson, Executive Director – Summit Heights Retirement Residence.

 

Attendance is complimentary, but seating is limited. Please RSVP to shawn.e.macdonald@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this Advice Event.


RBC Lunch and Learn Series: The power of a financial plan (Flamborough)

Sep 09, 2019 12:30 PM - 02:00 PM Eastern Daylight Time
Flamborough Seniors Centre Harry Howell Arena, 27 Highway 5 West Flamborough, ON

Please join us for a free lunch and learn on Financial Plans. Learn about how a Financial Planner can help enhance your lifestyle and protect your estate.

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner.

 

Attendance is complimentary, but seating is limited. Please RSVP to shawn.e.macdonald@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this Advice Event.


An Interactive Discussion on Wills and Power of Attorney (Gage Park)

Apr 16, 2019 01:00 PM - 03:00 PM Eastern Daylight Time
Gage Park Greenhouse 1000 Main St E Hamilton, ON

Presented by the City of Hamilton & Hamilton Cemeteries, please join me at Gage Park Greenhouse for this interactive afternoon where we will discuss wills and Power of Attorney. Lunch will be served.


RBC Lunch and Learn Series: Alzheimer’s: How to plan for it, recognize it and deal with its effects (ASAC)

Mar 27, 2019 10:30 AM - 12:00 PM Eastern Daylight Time
Ancaster Seniors Achievement Centre 622 Alberton Rd S Alberton, ON

Are you experiencing Alzheimer’s symptoms or concerned for someone who is? At our complimentary seminar, we will share the 10 Alzheimer’s warning signs to watch for. We’ll also discuss practical financial strategies for dealing with this life-changing illness.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner with Guest Speaker Olivia Mouriopoulos from The Alzheimer Society of Hamilton and Halton.

 

Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this seminar.


RBC Lunch and Learn Series: Talking Money with your Adult Children (Sackville)

Mar 21, 2019 10:00 AM - 12:00 PM Eastern Daylight Time
Sackville Hill Seniors Centre 780 Upper Wentworth St Hamilton, ON

Have you had the money talk? How do you engage your busy family in a conversation around finances? Please join us for an interactive and informative seminar on this important topic.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner with Guest Speaker Sean Crockett, District Vice President from Fidelity.

 

Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this seminar.


RBC Lunch and Learn Series: To Probate or Not to Probate (Binbrook)

Mar 19, 2019 12:00 PM - 01:30 PM Eastern Daylight Time
Glanbrook Community Services 4280 Binbrook Rd. Binbrook, ON

Please join us for an interactive and informative seminar on estate planning strategies and learn how you can minimize your probate costs.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner.

 

Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this seminar.


RBC Lunch and Learn Series: How to Protect Yourself from Fraud (Waterdown)

Mar 11, 2019 12:30 PM - 02:00 PM Eastern Daylight Time
Flamborough Seniors Centre 163 Dundas St E Waterdown, ON

Please join us for a free lunch and learn on fraud awareness. We’ll share tips and tricks to help you protect your information, as well as strategies for spotting common scams and staying one step ahead of the fraudsters.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner with a Guest Speaker from the Burlington Police.

 

Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this seminar.


RBC Lunch and Learn Series: Powers of attorney for personal care: an honour or Pandora's Box? (ASAC)

Mar 08, 2019 03:30 PM - 06:16 PM Eastern Standard Time
Ancaster Seniors Achievement Centre 622 Alberton Rd S Alberton, ON

At this event, we’ll discuss what you should consider when appointing a power of attorney for personal care,and what can go wrong if you don’t.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner and Guest Speaker Susan Hyatt, CEO of Silver Sherpa.

 

Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this seminar.


RBC Lunch and Learn Series: Protecting What Matters Most: Wills & POAs (Sackville)

Mar 08, 2019 03:13 PM - 06:13 PM Eastern Standard Time
Sackville Hill Seniors Centre 780 Upper Wentworth 780 Upper Wentworth St Hamilton, ON

Learn how you can protect your loved ones’ future with a properly structured Will and power of attorney.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner with Guest Speaker Heather Watson, associate lawyer at Agro Zaffiro, Barristers & Solicitors.

 

Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this seminar.


RBC Lunch and Learn Series: Talking money with your adult children (Ancaster)

Sep 25, 2019 10:30 AM - 12:00 PM Eastern Daylight Time
Ancaster Seniors Achievement Centre 622 Alberton Rd S Alberton, ON

Please join us for a free lunch and learn on Talking Money with Adult Children. Have you had the money talk? How do you engage your busy family in conversation around finances? Please join us for an interactive advice event on this important topic.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner. Guest Speaker: Sean Crockett, District Vice-President – Fidelity Investments.

 

Attendance is complimentary, but seating is limited. Please RSVP to shawn.e.macdonald@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this Advice Event.

RSVP

RBC Lunch & Learn Series: Downsizing your home in retirement

Sep 26, 2019 10:30 AM - 12:00 PM Eastern Daylight Time
Sackville Hill Seniors Centre 780 Upper Wentworth St Hamilton, ON

Please join us for a free lunch and learn on Downsizing your home in retirement. Please join us for an interactive advice event on this important topic and before you make the big move.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner. Guest Speaker: Ladies of Royal LePage: Debby McNair – Allies in Downsizing

 

Attendance is complimentary, but seating is limited. Please RSVP to shawn.e.macdonald@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this Advice Event

RSVP

Tax & Estate Perspectives

Oct 07, 2019 12:30 PM - 02:00 PM Eastern Daylight Time
Flamborough Seniors Centre (in the new library) 163 Dundas St E, Waterdown, Ontario

Join us for an in-depth discussion on the Changes to Ontario's Probate Process & Role of the Executor.

RSVP

RBC Lunch n Learn Series: Prepared, safe & confident

Oct 15, 2019 10:30 AM - 12:00 PM Eastern Daylight Time
Glanbrook Community Services 4280 Binbrook Rd Binbrook, ON

We can't predict natural disasters, but there are plenty of ways to be prepared.  Please join our complimentary lunch and learn, where we'll share tips to help you have what you need in case of an emergency. 

RSVP

Planning Ahead & Being Prepared

Oct 23, 2019 11:30 AM - 01:00 PM Eastern Daylight Time
Gage Park Greenhouse Hamilton Fall Garden & Mum Show Hamilton, ON

Are you really prepared?  Protecting your family can be as simple as ensuring your wishes are known and that your personal matters are updated and in order.  Light refreshments and admission to the Mum Show

Call 905-546-2424 ext. 5052

RSVP

RBC Lunch n Learn Series: Investing in Real Assets - Income, Diversification & Inflation Protection

Oct 30, 2019 10:30 AM - 12:00 PM Eastern Daylight Time
Ancaster Seniors Achievement Centre 622 Alberton Rd S Alberton, ON

What are real assets?  A real asset is tangible asset you can touch.  These assets have intrinsic value that can be exchanged for other goods & services, join us to find out how and why at this complimentary lunch n learn.

RSVP

RBC Lunch n Learn Series: The Power of a Financial Plan

Oct 31, 2019 10:30 AM - 12:00 PM Eastern Daylight Time
Sackvill Hill Seniors Centre 780 Upper Wentworth St Hamilton , ON

Please join us and learn about how a Financial Planner can help enhance your lifestyle and protect your estate.

RSVP

RBC Lunch and Learn Series: Exploring Options for Seniors housing (Binbrook)

Sep 17, 2019 12:30 PM - 02:00 PM Eastern Daylight Time
Glanbrook Community Services 4280 Binbrook Rd Brinbrook, ON

Please join us for a free lunch and learn on Senior Housing. The decision to sell your family home and downsize is not an easy one to make – or agree upon. Join us to learn about factors to consider when making the big move.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner. Guest Speaker: Leslie Watson, Executive Director – Summit Heights Retirement Residence.

 

Attendance is complimentary, but seating is limited. Please RSVP to shawn.e.macdonald@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this Advice Event.


RBC Lunch and Learn Series: The power of a financial plan (Flamborough)

Sep 09, 2019 12:30 PM - 02:00 PM Eastern Daylight Time
Flamborough Seniors Centre Harry Howell Arena, 27 Highway 5 West Flamborough, ON

Please join us for a free lunch and learn on Financial Plans. Learn about how a Financial Planner can help enhance your lifestyle and protect your estate.

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner.

 

Attendance is complimentary, but seating is limited. Please RSVP to shawn.e.macdonald@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this Advice Event.


An Interactive Discussion on Wills and Power of Attorney (Gage Park)

Apr 16, 2019 01:00 PM - 03:00 PM Eastern Daylight Time
Gage Park Greenhouse 1000 Main St E Hamilton, ON

Presented by the City of Hamilton & Hamilton Cemeteries, please join me at Gage Park Greenhouse for this interactive afternoon where we will discuss wills and Power of Attorney. Lunch will be served.


RBC Lunch and Learn Series: Alzheimer’s: How to plan for it, recognize it and deal with its effects (ASAC)

Mar 27, 2019 10:30 AM - 12:00 PM Eastern Daylight Time
Ancaster Seniors Achievement Centre 622 Alberton Rd S Alberton, ON

Are you experiencing Alzheimer’s symptoms or concerned for someone who is? At our complimentary seminar, we will share the 10 Alzheimer’s warning signs to watch for. We’ll also discuss practical financial strategies for dealing with this life-changing illness.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner with Guest Speaker Olivia Mouriopoulos from The Alzheimer Society of Hamilton and Halton.

 

Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this seminar.


RBC Lunch and Learn Series: Talking Money with your Adult Children (Sackville)

Mar 21, 2019 10:00 AM - 12:00 PM Eastern Daylight Time
Sackville Hill Seniors Centre 780 Upper Wentworth St Hamilton, ON

Have you had the money talk? How do you engage your busy family in a conversation around finances? Please join us for an interactive and informative seminar on this important topic.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner with Guest Speaker Sean Crockett, District Vice President from Fidelity.

 

Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this seminar.


RBC Lunch and Learn Series: To Probate or Not to Probate (Binbrook)

Mar 19, 2019 12:00 PM - 01:30 PM Eastern Daylight Time
Glanbrook Community Services 4280 Binbrook Rd. Binbrook, ON

Please join us for an interactive and informative seminar on estate planning strategies and learn how you can minimize your probate costs.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner.

 

Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this seminar.


RBC Lunch and Learn Series: How to Protect Yourself from Fraud (Waterdown)

Mar 11, 2019 12:30 PM - 02:00 PM Eastern Daylight Time
Flamborough Seniors Centre 163 Dundas St E Waterdown, ON

Please join us for a free lunch and learn on fraud awareness. We’ll share tips and tricks to help you protect your information, as well as strategies for spotting common scams and staying one step ahead of the fraudsters.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner with a Guest Speaker from the Burlington Police.

 

Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this seminar.


RBC Lunch and Learn Series: Powers of attorney for personal care: an honour or Pandora's Box? (ASAC)

Mar 08, 2019 03:30 PM - 06:16 PM Eastern Standard Time
Ancaster Seniors Achievement Centre 622 Alberton Rd S Alberton, ON

At this event, we’ll discuss what you should consider when appointing a power of attorney for personal care,and what can go wrong if you don’t.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner and Guest Speaker Susan Hyatt, CEO of Silver Sherpa.

 

Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this seminar.


RBC Lunch and Learn Series: Protecting What Matters Most: Wills & POAs (Sackville)

Mar 08, 2019 03:13 PM - 06:13 PM Eastern Standard Time
Sackville Hill Seniors Centre 780 Upper Wentworth 780 Upper Wentworth St Hamilton, ON

Learn how you can protect your loved ones’ future with a properly structured Will and power of attorney.

 

Your hosts from RBC Dominion Securities: Wendy Tompkins, PFP, Investment Advisor & Financial Planner & Paul Jokel, CIM, PFP, Wealth Advisor & Financial Planner with Guest Speaker Heather Watson, associate lawyer at Agro Zaffiro, Barristers & Solicitors.

 

Attendance is complimentary, but seating is limited. Please RSVP to emily.youngblut@rbc.com or 905-312-2922. You are invited to bring along a friend, family member or colleague who you think would benefit from this seminar.