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IRAs, RMDs, QCDs, and CRTs: Using Your IRA for Charitable Giving (Webinar)
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IRAs, RMDs, QCDs, and CRTs: Using Your IRA for Charitable Giving (Webinar)

This webinar will address how IRAs can be used for charitable giving purposes.

When: Tuesday, October 16, 2018
12:00 - 1:00 PM ET
Where: Online Webinar
United States
Presenter: Victor Ngai, JD, CLU, ChFC, RICP & Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPC, CMS, AIF, RICP, CPFA
Contact: Member Services

Online registration is closed.
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This webinar is co-sponsored by the Society of Financial Service Professionals and the American Cancer Society


Program Overview

This webinar will address how IRAs can be used for charitable giving purposes, particularly when the taxpayer has reached age 70 ½ and is forced to take required minimum distributions, even if s/he doesn’t need it for retirement income purposes. The speakers will discuss IRA distributions and the RMD rules, and how qualified charitable distributions and CRTs can be used to meet philanthropic goals.


Attendees Will Learn: 

  • Required minimum distribution rules from IRAs

  • Transfers, rollovers, and distributions from IRAs

  • What qualified charitable distributions are and how they’re used with IRAs

  • What charitable remainder trusts are and how they’re used with IRAs



Featured Speaker:

Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPC, CMS, AIF, RICP, CPFA is the Vice President of Marketing for Security Mutual Life Insurance Company of NY. Ernie is responsible for developing, coordinating, and directing all marketing and sales related operations. This includes activities field support units within the Advanced Marketing and Qualified Plan areas.  Prior to joining SMLNY, Ernie was Director of Technical Education for the American Retirement Association (ARA) and also held positions as the Director and Head of Qualified Plan Marketing for the Business Resource Center for Advanced Markets of the Guardian Life Insurance Company in New York and Regional Vice President of Sales for Aviva.  Ernie is recognized for his expertise in the retirement planning industry, he has published articles in trade publications, including the Journal of Financial Service Professionals and the New York University Review of Employee Benefits and Executive Compensation, he has appeared on The Wealth Channel and he is a speaker at professional industry group meetings on qualified plan design for closely held business owners.  He has taught for various colleges on employee benefits, and is an adjunct educator for the American College. Ernie currently holds various professional designations and is registered Series 7, 63 and 65.  Ernie is a past National Board Member of the Society of Financial Service Professionals, and was on the Investment and Audit Committees.  He is also the Treasurer for the Hudson Valley Chapter of the Society of Financial Services Professionals since 1988. 


Victor Ngai, JD, CLU, ChFC, RICP is the President of VERTEX Advanced Planning Solutions LLC, training and consulting with financial advisors, planners and insurance agents on advanced planning topics such as estate, business, executive benefits, asset protection and charitable planning.  Prior to founding VERTEX, Victor was the head of the advanced sales department of a major Fortune 250 mutual life insurance carrier; the head of the client strategy and case management team at a leading global provider of manager-of-managers investment solutions and provider of technology solutions to bank trust departments, financial planners and RIAs; and the head of a major Wall Street wire house’s high net worth planning department consisting of up to 20 lawyers, accountants, CFAs and CFPs supporting the firm’s top financial advisors in their prospecting and sales efforts to closely-held business owners, high income and high net worth individuals and families. He was also an attorney in private practice in New York City and New Jersey advising high net worth individuals and closely-held business owners in personal and business planning issues, including trusts and estate planning, business succession and executive benefits. Victor is admitted to practice law in the states of New York and New Jersey.  He is a member of AALU and a 20+ year member of the Society of FSP, including a former Executive VP of the New York City Chapter.


Educational Level



CE Credits

1 CFP® credit has been approved.

1 CLE (legal) credit has been applied for in those states that accept the webinar format for credit. Click here for CLE approvals. 

(CLE credit is not eligible for: AK, CT, DC, IN, HI, KS, MD, MA, MI, MN, NV, NJ, OH, PA, RI, SD)

$5.00 fee for CE credit processing. You must participate in the live webinar in order to earn CE credits.


Registration Fee (includes PowerPoint and access to the archived program)

FSP Premier Members FSP Members Non Members
CFP® Credit: INCLUDED $5 $5
CLE/legal Credit: INCLUDED $5 $5

*This webinar is free for all attendees due to the sponsorship by the American Cancer Society.


Registration Options

  • Register online by selecting the green "Register" button above.
  • Call FSP's Member Services department to register: 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET
  • Refund Policy


Program Material

Upon registration, you will receive the instructions/link via e-mail for accessing the PowerPoint presentation.


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Program Archive

This program will be recorded and archived. All registrants will be emailed the link to the recording about a week after the webinar.

Can't attend the live webinar? Register anyway and you'll automatically be sent the recording link.

The webinar recording will also be available for access by FSP members on the Member Resources page of the Website.


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