Consolidate and Secure Your Retirement
Estate planning workshop
April 25th, 2024
7 p.m
Stanley A. Jachimowksi '62 Student Success Center
Notre Dame High School
Join us on April 25 to learn about benefits under the 2022 Secure 2.0 Act that enable employees to increase the value of their retirement accounts. This seminar will help you plan for a secure retirement whether that is now or in the next ten years. Mark White will address the changes to retirement vehicles such as IRAs, and company 401k plans and new guidelines for Required Minimum Distributions (RMD) and Qualified Charitable Distributions (QCDs). He will also speak about the advantages of consolidating multiple retirement accounts from past employers.
Consolidate and Secure Your Retirement, will be led by Mark White ‘94, a wealth management advisor with Karpf, White & Associates.
Advance registration is required for this seminar. Spouses and guests are welcome. Register belOW.
I LOOK FORWARD TO SEEING YOU ON THE 25TH. PLEASE REACH OUT TO DYLAN MOLSTER IN THE DEVELOPMENT OFFICE WITH ANY QUESTIONS. 203-937-3268 OR [email protected]
