Broker Check
20 Sept
LEARN - Required Minimum Distributions


Required Minimum Distributions and Qualified Charitable Distributions are covered in this session.  Tax deferral comes to a head by IRS regulation - should I take it, pay the tax, or give it away?  Join the LEARN session and find out more.

We believe presenting information on various topics might spark your interest, answer a question you may have, or start a conversation.  Our LEARN seminar series addresses various financial topics and occasionally lifestyle topics.

LEARN sessions are planned to be 20-25 minutes.  Questions may be asked at the session, or to maintain confidentiality on specific questions, please direct follow-up questions to your Advisor. 

Date and Time

Wed, Sep 20, 2023

5:15p - 5:45p CST


Decorah office, West Union office, and via web meeting


Event Registration

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