C. Michael Luck - RBC Wealth Management - Wilmington, DE
RBCWM-USA.com | Access Accounts
michael.luck@rbc.com | (302) 252-9438









C. Michael Luck  CFP® 
Vice President - Financial Advisor

Seminars and Events

Coming events
 
Saturday, February 4th, 2012: Super Sweet Bowl 1 Wine & Chocolate Tasting, proceeds to benefit Mid-Atlantic Ballet, Inc. $10 suggested donation at the door. Deerfield Wines The Shoppes at Louviers, Newark, DE 4:30 - 7:30 PM

Delaware Money School Classes
   Please call Mike at (302) 252-9438 to register for classes, most have a 25 person limit.  You will be provided the address and directions upon registration. Here are the class descriptions, times and dates:

Monday March 12, 2012
: Brandywine Hundred Public Library, 6 - 7:30 PM
Asset Allocation: Core + Satellite.  A core-and-satellite strategy may be appropriate for your individual needs or preferences. It is an example of an innovative technique you might consider to complement a “buy-and-hold” approach. And in the investment world, as in other spheres of life, creativity and flexibility are often rewarded.

Monday March 19, 2012
: Brandywine Hundred Public Library, 6 - 7:30 PM
Topic to be determined, please call or email for more information.

Monday March 26, 2012
: Brandywine Hundred Public Library, 6 - 7:30 PM
How to Build & Manage a Stock portfolio.  We discuss a process for building portfolios using a combination of top-down (economic or sector) and bottom-up (individual company) analyses to allocate the portfolio in the right sectors and to own the highest-quality companies.

Monday April 9, 2012: The Hockessin Public Library, 6:30 - 8:30 PM
Making Cents of Your Money TM. For Kids & Teens. Cash. Dough. Moola.  Whether you are rollin’ in the Benjamins or the Washingtons, understanding what to do with your money in today’s world is important. Earning and spending money can come with many challenges, and it can be confusing and overwhelming.  Let us help you figure it out.  Join us for a seminar on “Making Cents of Your Money.”

Monday April 16, 2012
: The Hockessin Public Library, 6:30 - 8:30 PM 
Your Future By Design
TM. For Job changers &  Pre-retirees. This is a creative and thoughtful discussion about the priorities and values that drive your decisions in planning for retirement.   The discussion is centered on 8 key life areas:  family, health, home, lifestyle, work, business, legacy, mind and spirit. 

Monday April 23, 2012
: The Hockessin Public Library, 6:30 - 8:30 PM 
Synthesizing Social Security.
For Pre-retirees & Retirees. Are you concerned about the future of Social Security and wonder what role it will play in your life? We can help you understand your benefits and plan for a successful retirement now.

Monday May 7, 2012: Newark Senior Center, 6:30 - 8:30 PM
Asset Allocation: Core + Satellite.  A core-and-satellite strategy may be appropriate for your individual needs or preferences. It is an example of an innovative technique you might consider to complement a “buy-and-hold” approach. And in the investment world, as in other spheres of life, creativity and flexibility are often rewarded.

Monday May 14, 2012
: Newark Senior Center, 6:30 - 8:30 PM
Topic to be determined, please call or email for more information.

Monday May 21, 2012: Newark Senior Center, 6:30 - 8:30 PM
How to Build & Manage a Stock portfolio.  We discuss a process for building portfolios using a combination of top-down (economic or sector) and bottom-up (individual company) analyses to allocate the portfolio in the right sectors and to own the highest-quality companies.

More to follow...




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02/04/2012
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