Published: Oct. 7, 2026

Wednesday Evening Classes: 
Wednesdays, 6 pm, Wesley Hall and Zoom

Join us October 14 for a presentation by the Generosity Team. Jacob Barragato, CFP®, a Financial Advisor with 7Crest Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC. Jake will provide an educational overview of several key issues, including Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), and the impact of taxable income on Medicare IRMAA surcharges. These are areas that many find confusing or complex, but they can have a significant impact on both the giving and the giver. 
Sponsored by the Generosity Team.