WealthGrow by Wharton Investment Consultants
Financial guidance and education provided by:
Wharton Investment Consultants
5010 Canby Drive, Wilmington DE 19808-1102
Tel: 302-239-2111
whartonic@ceteranetworks.com - www.afiduciaryadvisor.com
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction
-based compensation (commissions), Investment Advisor Representatives who off
er only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Advisor Representatives, who can offer both types of service
WealthGrow by Wharton Investment Consultants
Podcast 2 - Understanding Required Minimum Distributions (RMDs) and Qualified Charitable Deductions (QCDs)
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
A brief description of Required Minimum Distributions (RMDs) and Qualified Charitable Deductions and how they are implemented.
WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111
Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.
