Philanthropy: How to Make the Most of Your Charitable Giving with Richard M. Sotell, CFP

Join the MMA and financial expert and top 401(k) advisor, Rich Sotell, for a discussion on how to make the most of your charitable giving. Sotell is considered an expert in the field, and will provide a variety of methods on making a charitable donation that generates a larger personal tax deduction than giving by check or credit card.

Sotell has been involved in the financial industry since 1975 and is a founder of the Kraematon Group, a leading 401(k) consulting firm, and is responsible for the operations of the 401(k) division. He has developed marketing programs for both banks and mutual fund companies in the areas of IRA and 401(k). Sotell is a tax law expert concerning distributions from qualified retirement plans and IRA’s. He has lectured on these subjects to insurance company executives, on radio, and at several professional education programs. Rich is currently a contributing member to several high level 401(k) advisory boards in the mutual fund and payroll industries. He was named by the Financial Times as a 2015 and 2016 “Top 401 Retirement Advisor,” a list of 401 elite professionals specializing in U.S. defined contribution plans.

This talk is free and open to the public but space is limited.

Pre-registration is required.

Contact: ayoung@mariamitchell.org