At this program, you will learn how aligning your Jewish values and supporting institutions like our synagogue can result in tax efficient giving and meaningful investing. This program is suitable for anyone who donates to religious or other charitable institutions and is particularly relevant to retirees and all who are required to take minimum distributions from their IRAs (RMDs) or wish to take advantage of tax strategies such as donor advised funds (DAFs) or qualified charitable distributions (QCDs).

Our presenter will be Marie Paturzo, CFP, CDFA, Vice President and Wealth Management Advisor at Bank of America Merrill on The Shiely Paturzo Group. With over 20 years of experience in the financial services industry, Marie brings a deep expertise in retirement planning, philanthropic strategy, and values-based investing.

Registration is required. Breakfast will be served. There is no cost for the program, however if you are able, we would appreciate it if you could help us defray the cost of the food by contributing $5.00 when you register.

Registration is required. Breakfast will be served. There is no cost for the program, however if you are able, we would appreciate it if you could help us defray the cost of the food by contributing $5.00 when you register.