Annual Meeting and Secure Act 2.0 and the new QCD CGA

Date: Monday, May 22, 2023
Time: 12:00pm - 1:30pm
Location: BP Energy Center - 1014 Energy Center Court, Anchorage, AK 99508
Speaker: Connor Michael, CFP, Lead Advisor, Alaska Wealth Advisors and Harry Need, CFRE, Senior Director of Philanthropic Services, UA Foundation

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The May 22nd meeting will be AEPC’s Annual Meeting.  We will need a quorum so that we can actually have our annual meeting, so it is important that as many members attend as possible.  At this meeting, we will discuss the upcoming plans for next year, and importantly, we will vote on a slate of new officers.  So please RSVP as soon as you can and also please come to the meeting!!  We look forward to seeing you. 

Update~ Presentation: 'Secure Act 2.0 and the new QCD CGA'

Explore the new features of Secure Act 2.0 that enhance retirement security and learn more about the new Qualified Charitable Distribution for Charitable Gift Annuity. Discover how this new type of gift planning can empower your clients to make a meaningful charitable impact while also securing lifetime income. 

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