3 Questions with Robertson Stephens featuring Best Selling Author, Speaker, and Consultant Rachel Kodanaz – Personal Possessions
November 16, 2023 – Chief Marketing Officer, Louis Calabrese, hosts Managing Director, Lauren Sigman and best selling author, speaker, and consultant Rachel Kodanaz to discuss strategies for categorizing and passing on personal possessions to the next generation. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration […]
2023 End of Year Wealth Planning Webinar
October 19, 2023 – Head of Wealth Planning, Mallon FitzPatrick, along with Alicia Denton and Vicky Jung discuss end of year wealth planning strategies and how to prepare for 2024 and beyond.
3 Questions with Robertson Stephens featuring Founder and CEO of Fairsquare Medicare, Dan Petkevich – Medicare
October 5, 2023 – Chief Marketing Officer, Louis Calabrese, hosts Managing Director, Lauren Sigman and Founder and CEO of Fairsquare Medicare, Dan Petkevich, to discuss Medicare and the upcoming enrollment period. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level […]
3 Questions with Robertson Stephens featuring Mallon FitzPatrick – Generational Wealth Transfer
August 29, 2023 – Chief Marketing Officer, Louis Calabrese, hosts Head of Wealth Planning, Mallon FitzPatrick, to discuss generational wealth transfer and why now is the time to do it. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration does not imply any specific level of […]
2023 Mid Year Outlook Webinar
July 25, 2023 – Chief Economist, Jeanette Garretty, hosts Chief Investment Officer, Stuart Katz, and Head of Wealth Planning, Mallon FitzPatrick, to discuss the 1st half of 2023 and their expectations for the remainder of the year. Disclosures Investment advisory services offered through Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), an SEC-registered investment advisor. Registration […]