Event name
Strategic Planning for a Stronger Tomorrow: RMDs, QCDs and Beyond
When
Mon 11 / 17 / 2025
2:00 PM to 3:30 PM
2:00 PM to 3:30 PM
Where
Chestnut Street Investment Council
144 E. Chestnut St.
144 E. Chestnut St.
Who can attend
Members only (login required)
Price
FREE
Organizer
Gerald Ressler
Please join us for a Chestnut Street Investment Counsel workshop. Our presenter, Matt Atlasik, will cover the following topics and leave plenty of time for questions and answers.
Strategic Planning for a Stronger Tomorrow: RMDs, QCDs, and Beyond
(Required Minimum Distributions and Qualified Charitable Deductions)
Explore how thoughtful year-end planning can enhance your financial efficiency, support your charitable priorities, and position your estate for future success.
Afternoon coffee and snacks will be served!