Webinars

On October 15, 2025, Connectedly held our first webinar! Presented by Connectedly in collaboration with Chase M. Davis, CFP®, CPWA®, ChFC® from Merrill Lynch, the webinar focused on how you can use your IRA’s Required Minimum Distribution (RMD) to support your charitable giving in an innovative, tax-efficient way. In the webinar, Mr. Davis walked through how Qualified Charitable Distributions (QCDs) work, the tax benefits they can provide, and how recent legislation impacts charitable giving today. Mr. Davis also touched on donor-advised funds and how they fit into an overall giving strategy. If you are already inclined towards charitable giving or want to learn how to use your RMD for good, this webinar will help you discover new ways to support your favorite causes while maximizing your retirement assets in a tax-efficient manner.