Gregory-Clackson Group at RBC Wealth Management

09/13/2024

The Gregory-Clackson Group is hosting an educational seminar on Medicare. This topic is often confusing and difficult to navigate. We have a speaker who will explain Medicare in simple terms, the different types of plans, the difference between each plan, when and how to enroll and the various enrollment periods. Let me know if you would like to attend.

05/16/2024

RBC Wealth Management hosted its 3rd Annual RISE! Women’s Summit on Thursday May 2nd.

This event is focused on the advancement and support of women at all stages of their career throughout RBC Wealth Management – U.S. The goal of this summit is to strive for gender equality in financial services. Colleagues of all genders were invited to attend the Women’s Summit, and RISE!

Trish Rooney of the Gregory-Clackson Group was appointed as the Southpointe delegate for the 2024 event.

The Southpointe branch held an off-site event on Friday April 26th as a kick-off to the firm’s May 2nd event. All employees of the Southpointe branch were invited to attend. Participants enjoyed a 30-minute introduction to the Gyrokinesis Method provided by Sueann Fenchel of Harmony Pilates Studio, Shadyside. They also enjoyed appetizers, beverages, and a fun “RISE” word search challenge. The winner won the “Power of Moments” book.

An important initiative of this event is to pick a meaningful non-profit organization supporting women and to collect on behalf of that organization.

Trish chose Breast Cancer Awareness in honor of cancer survivor Ginny Hoffman. Ginny is a retired Client Associate of the Southpointe office. We raised over $600 for the Susan G. Komen For The Cure in Ginny's honor.

On May 2nd the Southpointe branch enjoyed a watch party of the RBC Gateway events from our conference room, and a catered lunch from Chipotle sponsored by Jeff Kelly of Lord Abbett.

To make things fun, Kelly Sullivan of the Gregory-Clackson Group handed out raffle tickets for anyone contributing to our charity. We had a drawing at the end of the event, and the winner received a gift certificate for a solo Pilates lesson provided by Sueann Fenchel at her Shadyside studio.

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05/14/2023

80% of millennials surveyed in our recent study agree that reputable information to help them manage their finances is harder to come by these days. Let's connect to discuss your financial future. https://bit.ly/3IbJ0CZ

05/13/2023

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

05/12/2023

The effects of Artificial Intelligence are still being studied, and these systems are evolving fast. This machine intelligence could upend much of the previous thinking on which kinds of jobs will be affected by automation.

A group of economists conducted one of the first empirical studies of "generative AI" at a real-world company. They found it had big effects.

05/11/2023

I am proud to share that RBC Wealth Management was recently named a top defined contribution advisor multi-office firm by the National Association of Plan Advisors. My team and I strive to provide clients with dedicated service and integrity.

05/10/2023

With a paint-by-numbers policy decision, the Fed missed an opportunity to express itself more freely. And the market reaction this week reflects that.

05/09/2023

If retirement to you means retreating towards the wilderness, check out these relatively low-cost places that offer a rich outdoor lifestyle.

For many Americans, retirement conjures up images of idyllic coastal or mountain towns that offer relaxation, adequate services and plenty of recreational opportunities -- all for an affordable price....

05/08/2023

Teaching basic investing skills to young kids helps set them up for financial success. Read this RBC Wealth Management article with tips to help raise financially confident girls. Contact me for more guidance.

Start teaching basic investing when kids are around seven or eight years old. Parents can get started by examining their own beliefs and habits about money.

04/09/2023

Wishing everyone a happy Easter. Hope you spend time with loved ones enjoying delicious food and endless jelly beans.

04/07/2023

Wishing all a joyous Easter. May your celebrations be filled with joy, hope and optimism.