10/27/19 - Brunch & Conversation: Tools and Tactics for Leveraging your IRA
Time: 11:00 AM - 12:30 PM
Location: Spellman Hall
The Endowment Fund Board of managers is pleased to sponsor:
Brunch and Conversation: IRAs – Tools and tactics for leveraging your IRA
including giving through your IRA to benefit your income tax position Insights for Investors
Presented by: Chris Benfer, CFP®, CHFC®, AIF®
Chris, a WPC Elder, is a Partner in Blue Rock Avenue One, an independent financial planning and retirement plan consulting firm located in Wilmington, Delaware.
Advance reservations are requested. To make your reservation please call 610-399-3377 or email Barb Drain.
