For Professional Advisors

Retirement Matters: Helping Your Clients Plan Through a Lifetime, from Accumulation to Distribution

Feb 16, 2023 12:00 p.m. to 1:00 p.m.

 

Join us for this virtual program on retirement planning over the lifetime of your client.
Topics include wealth planning strategies using ROTH conversions, cash balance plans, charitable giving and other tools. The program will cover new provisions in the SECURE ACT II.

 

Presenters:

Michael D’Addio, JD
Principal, MARCUM

Laurie Ingwersen, CFP®, CRPC®, CDFA™, CEPA®, CBC
Managing Partner, Senior Wealth Management Advisor
The Harvest Group

For questions or changes in registration, please contact Carmen Burgos.

Let’s Start a Conversation

The Jewish Foundation can help you explore charitable opportunities that work for you. 

The Jewish Foundation is a trusted and expert resource for charitable gift planning and endowments and serves as a partner and resource for synagogues, local Jewish agencies, professional advisors and donors.

When you make a current gift or leave a bequest to the Jewish Foundation of Greater New Haven, you not only benefit our community, but you can also support the causes that are important to you.  You can designate that your gift be used to provide unrestricted funds to help meet community needs now and in the future or to endow a permanent fund to aid identified programs, your synagogue, agencies, organizations, or initiatives (Jewish or not Jewish, in Greater New Haven, Israel or beyond) that are of particular interest to you and your family.

Lisa Stanger, Esq., Executive Director
Tiberius Halai, Grants and Gift Manager
Beth Kupcho, Scholarship and Philanthropy Manager
Stephanie Licsak, Controller
Sarah Domena, Marketing and Communications Director
Tamara Schechter, Create a Jewish Legacy Manager

Jewish Foundation of Greater New Haven
360 Amity Road
Woodbridge, CT 06525
203-387-2424, ext. 382
203-387-1818 (fax)
foundation@jewishnewhaven.org
newhavenjewishfoundation.org

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