Exclusive Webinar for Corporate Employees:
Many retirees make charitable gifts every year but may not realize there are more tax-efficient ways to give. Key IRS rules and deadlines could influence both your giving strategy and your retirement tax picture. In this webinar, you'll learn how Qualified Charitable Distributions work, who can use them, and how they may fit into year-end planning. Discover the details many IRA owners wish they had understood sooner.
Topic: Year-End Deadline: How to Use Your IRA to Give to Charity and Cut Your Tax Bill
Date: 9/8/26
Time: 12:00 pm PST
Platform: Click Meeting
Registration: link
Hosted by: Michael Corgiat
Topics Will Include:
- Discover practical tips for reducing expenses and living comfortably on a budget.
- The importance of early retirement planning and how to get started.
- Key financial strategies to accelerate your path to retirement.
- Common pitfalls to avoid when planning for retirement.
- Practical tips for achieving financial independence and retiring on your terms.
- Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage corporate employees to reserve their spot at the earliest to benefit from this exclusive opportunity.
For more information or to register for the webinar, please visit this link or call us at: 800-900-5867.
A little bit more about Michael Corgiat
Michael Corgiat prides himself on helping corporate employees make their transition into retirement. He has been working with corporate clients for over 25 years. In his free time, he enjoys visiting national parks and spending time with his grandsons.
About The Retirement Group
The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and stability to provide financial independence.
Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.
Disclaimer
Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
Wealth Enhancement Group is not affiliated with or endorsed by your company. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be assured. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.