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IRA Qualified Charitable Distributions and Estate Planning Seminar

SEMINAR HAS BEEN POSTPONED UNTIL 2024.

We are sorry for any inconvenience.

Wednesday, November 8, 2023

6:00pm in the Holy Cross Prep Media Center

(refreshments will be provided)

 

Estate attorneys and financial experts will be on hand to explain and answer your questions about these important subjects:

 

WWhat is a Qualified Charitable Distribution?
Who's eligible, and what are the benefits of QCD giving?
Do You Want To Control What Happens to Your Assets?
Do You Want To Help Your Family Avoid Probate?
Can You Plan for Your Long-Term Care Expenses?

 

 Join us for a fact-filled seminar and discussion on a variety of issues... not just for HC alums... invite your friends!

PRESENTERS

Pauline C. Gebhardt, ESQ.

Holy Cross Class of 1986
Senior Associate at Finney Law

 

AJ Vignola, CFP
Partner at King Financial Network

 

Russ Nesevich, Esq.
Nesevich Law, LLC

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Do you want to reduce your tax burden and make a significant gift to support causes you care about?

If you have reached age of 71, you need to take required minimum distributions (RMDs) from your traditional IRAs. You can avoid paying taxes on them by donating that money to charity.

 

If you make a contribution to Holy Cross Prep Academy using an IRA Qualified Charitable Distribution (QCD), you will support your school and save some money!

 

ATTEND THIS SEMINAR TO LEARN ALL OF THE DETAILS!

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