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Nombre de evento

Strategic Planning for a Stronger Tomorrow: RMDs, QCDs and Beyond

Cuando

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Lun 11 / 17 / 2025
2:00 PM al 3:30 PM

Donde

Chestnut Street Investment Council
144 E. Chestnut St.

Quién puede participar

Members only (login required)

Precio

GRATIS

Organizador

Gerald Ressler
Inscríbete a este evento

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!