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A Path to Generosity – IRA Rollover: Understanding the Benefits

September 10 @ 4:00 pm - 5:00 pm

|Recurring Event (See all)

One event on September 10, 2019 at 4:00 pm

Free!

With the Baby Boomer generation retiring in droves, we are seeing a shift in the accessible assets of our donors and clients. While some donors rely heavily on their retirement funds, others have little to no need to touch these funds. Yet, at 70 ½, they are required to withdraw a minimum amount each year. 

Understanding the rules and implications of IRA Rollovers and Required Minimum Distributions (RMDs) gives you the opportunity to guide your supporters in achieving their personal, financial, and giving goals. 

In our IRA Rollover Workshop, we will explore this topic further, by providing you with practical examples, professional resources, and tools to implement unique strategies and engage in conversations with those you serve.

Join us at 10:00 am or 4:00pm!!

RSVP to admin@giftplanningservices.com

Details

Date:
September 10
Time:
4:00 pm - 5:00 pm
Cost:
Free!
Event Category:

Venue

Banbury Place: The Eau Claire Conference Room
800 Wisconsin Street
Eau Claire, WI 54703 United States
Phone:
715.838.0368
Website:
www.banbury.com

Organizer

Gift Planning Services, LLC
Phone:
715.838.0368
Email:
admin@giftplanningservices.com
Website:
www.giftplanningservices.com