Charitable Giving With Retirement Assets

Date: Thursday, October 5, 2023
Time: 5:30pm - 7:30pm
Location: REV Kitchen & Bar | 45 Enon St., Beverly
Speaker: David Strachan, Dakota Wealth Management

With recent changes to retirement distribution rules in mind, David Strachan of Dakota Wealth Management will be covering a few techniques for making charitable contributions using retirement assets and how this can benefit your clients. 

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