The Shaeffer Wealth Advisory Group at RBC Wealth Management

*Team Update*

We're excited to announce that our marketing associate, Melissa McGill, will be going on maternity leave soon! As Melissa welcomes a new addition to her family, we are pleased to introduce Georgia Sakry who will step in to support our team and help ensure that our clients continue to receive outstanding service and support.

We look forward to Melissa's return later this summer. Please join us in congratulating Melissa and welcoming Georgia to the team!

The start of a new year is a great time to assess your giving and legacy planning goals and review assets, including your beneficiary designations so they match your intentions. Our team is here to help ensure your accounts stay aligned with your overall plan for the future.

We review this information at least annually with our clients - call our office to schedule a time to meet if you wish to discuss your beneficiary designations and portfolios.

The team got together last night for our annual holiday. Filled with laughter, delicious food, and great conversations, it was a night of gratitude and celebration as we reflected on the year's successes and looked forward to the new year ahead. Wishing all a joyful holiday season filled with warmth and cheer.

Our new home went up FAST! And our branch finally got to check out the space. Walking up the steps to see the sign for where our office will be located was surreal, especially after only seeing it on paper. The view of downtown Bel Air from where we'll be located on the top floor is stunning and we're so excited to see how the developers bring the interior to life.

We were sharing photos after the walkthrough and Russell, our client associate, had a picture of just the floor. He said, "that's where my desk will be!" We truly can't wait to move in. Stay tuned for more updates as the developers keep construction moving along!

We are PROUD sponsors of the Chaney Cares Bull Roast, raising money for their non-profit partners - Habitat for Humanity, Boys & Girls Club, Farming4Hunger, and Raising a Reader. We especially love to highlight that Chaney Cares is spearheading the construction of a brand new Boys & Girls club in Lothian, now in its final stages of the design process.

The philanthropic side of Chaney Enterprises, Chaney Cares is passionate about their community involvement and supporting local youth - and we love supporting their mission. Thank you to the team there for allowing us to be involved!