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Featured - 2024-11-25T155708.758

Charitable Giving Seminar

Conference Room

Gain valuable insights into effective charitable giving with Chad Kupreanik, CFP®, at our Charitable Giving Seminar. Chad will lead a session focused on Qualified Charitable Distributions (QCDs) and other strategies that can enhance your philanthropic impact.

What You’ll Learn:

  • How individuals aged 70½ or older can make tax-free donations directly from an IRA.
  • The role of QCDs in reducing taxable income and meeting Required Minimum Distributions (RMDs).
  • Detailed examples to illustrate how you can maximize your charitable giving.

Chad Kupreanik, a seasoned financial planner, will bring his expertise on effective financial planning and charitable strategies.