We’d love for you to join us for Lunch & Learn and an easy-to-follow discussion on:

Qualified Charitable Donations vs. RMDs, Idaho Medical Savings Accounts, and Other Random Tax Tips

We’ll talk about ways to:

• Use Qualified Charitable Donations (QCDs) to give strategically
• Take advantage of Idaho’s Medical Savings Account
• Explore other creative tax-efficient planning ideas for 2026

Make your retirement distributions and charitable giving work smarter for you!

Invite Friends and Family:
Know someone who might benefit from this topic? Be helpful and invite them to join you as your guest!

Lunch will be provided, and there will be time for Q&A.