Celebrate Your Birthday with Manning & Napier

Wednesday, February 7th 12:00 p.m. – 1:00 p.m.

Happy 70 1/2 Birthday!

Did you know there is an advantage to birthdays? Not only do you get to eat cake and ice cream without the calories (wink, wink), but you can also help animals in need! Did you know when you turn 70 1/2, you can begin taking funds from your IRA to help the animals? If you want to learn more about how to help pets in need and reduce your tax burden, this lunch-n-learn is for you. Celebrate your birthday, help animals, and eat cake. Who could ask for more?!

Topics covered:

• Trusts
• Charitable Gift Annuities (CGA)
• Stocks and other non-cash assets
• Qualified Charitable Distributions (QCDs)

Manning and Napier financial experts will gladly answer your questions, so please bring any that you may have!