Katie Clark, Financial Advisor at RBC Wealth Management

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Katie Clark, Financial Advisor at RBC Wealth Management

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I am enthusiastic to learn more each day, educate my clients on how to be and continue to be success

Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

10/16/2026

*Talking money with family: a guide for every generation*

Please join us Tuesday October 20 at 4PM ET for a webinar.

Money conversations within families are often avoided, yet they’re essential for strengthening relationships, building financial literacy and passing down family values.

• For parents: Learn how to share your estate
planning goals with your children and help them
become good stewards of family wealth.
• For adult children: Learn how to initiate
respectful conversations with your parents about
finances and family values.
We will share best practices on:
• How to overcome barriers to money conversations
• Age-appropriate ways to discuss finances
• How to align money decisions with family values
• Real-world scenarios and
communication frameworks

We hope you’ll join us for an honest, practical
discussion designed to transform how your family
talks about money.

https://bit.ly/4dCJcLi

10/14/2026

According to our 2026 Women and Wealth survey, more women than ever are choosing to give while living. Whether it’s philanthropy or passing wealth to the next generation, women are prioritizing their impact earlier and faster than we’ve seen before. It’s about building a legacy you can witness today.

Interested in learning more about the 'giving while living' trend? Explore the full findings from our survey here: https://bit.ly/4zxfnnJ

10/13/2026

Charitable giving is about more than generosity. It's a strategic part of a well-rounded wealth plan.

Join me for a complimentary educational webinar on Thursday, October 15, as RBC Wealth Management Trust Consultants Thomas Nagle and Antoine Burrell share insights on charitable giving and donor-advised funds.

Whether you're planning your own giving or looking to involve the next generation, this is a conversation worth having.

Register today to secure your spot.

https://bit.ly/4yMxdmP

Thursday, October 15, 2026, at 10 a.m. (PT), 11 a.m. (MT), Noon (CT) and 1 p.m. (ET)

10/09/2026

Did you know cheering on your favorite team could cost more than you think? Passion for the game runs deep and so should your financial strategy. Schedule time to review your portfolio’s roster and make sure you’re positioned for a winning season.

10/08/2026

If you’re 73 or older, your required minimum distribution (RMD) is on the calendar! What are your plans for your distribution(s)?

1. Paying bills
2. Vacation fund
3. Gifting to family
4. Gifting to organizations that matter to you
5. Saving it in a safe place for now

Let us know below.

If you still aren't sure, we have savings options to keep your funds protected and earning a competitive yield.

No complicated enrollment. No new platforms. Just a simple next step for funds you have already earned.

Reach out and let's talk through your options.

10/07/2026

10/06/2026

Your legacy isn’t just what you pass down, it’s also the future you help build. You can help support your grandchild’s education with a college savings plan.

10/05/2026

Please join us today!
Gene Munster and Doug Clinton discuss AI

The RBC Wealth Management Mid Atlantic Complex invites you to join us to hear from Gene Munster and Doug Clinton, managing partners at Deepwater Asset Management.

Monday, October 5th at 3:00PM ET.

Hosted by:

Mid Atlantic Complex
Warren Bischoff
Senior Managing Director – Complex Director

Guest speakers:
Gene Munster
Managing Partner
Deepwater Asset Management

Doug Clinton
Managing Partner
Deepwater Asset Management

https://bit.ly/4jFsoH2

10/01/2026

Gene Munster and Doug Clinton discuss AI on October 5th

The RBC Wealth Management Mid Atlantic Complex invites you to join us to hear from Gene Munster and Doug Clinton, managing partners at Deepwater Asset Management.

Monday, October 5th at 3:00PM ET.

Hosted by:

Mid Atlantic Complex
Warren Bischoff
Senior Managing Director – Complex Director

Guest speakers:
Gene Munster
Managing Partner
Deepwater Asset Management

Doug Clinton
Managing Partner
Deepwater Asset Management

https://bit.ly/4hzM5gT

09/30/2026

Thank you to the Italian American Museum of Washington DC for a fabulous visit! Truly a must see gem in DC we can't recommend enough!

https://bit.ly/4zsQg5J

Address

5425 Wisconsin Avenue Suite 301
Chevy Chase, MD
20815

Telephone

+13019072726

Website

https://us.rbcwealthmanagement.com/katie.clark

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