Nombre de evento
Strategic Planning for a Stronger Tomorrow: RMDs, QCDs and Beyond
Cuando
Lun 11 / 17 / 2025
2:00 PM al 3:30 PM
2:00 PM al 3:30 PM
Donde
Chestnut Street Investment Council
144 E. Chestnut St.
144 E. Chestnut St.
Quién puede participar
Members only (login required)
Precio
GRATIS
Organizador
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!