800 South Street
BOSTON, March 23, 2023
The Harvest Group Wealth Management, LLC, a family-owned, independent Registered Investment Advisor (RIA), announces that Managing Partner and Senior Wealth Management Advisor Laurie Ingwersen presented on a webinar hosted by The Community Foundation for Greater New Haven (CFGNH). Held on February 16, 2023, the webinar, Retirement Matters: Helping Your Clients Plan Through a Lifetime, from Accumulation to Distribution, unpacked recent changes affecting retirement for both individuals and employers.
The CFGNH webinar addressed a variety of retirement topics including, increased contribution limits for 401K/403b plans, simple and SEP plans, employers matching student loan payments with contributions to IRAs, increased age range for clients to catch up on retirement contributions, reduced penalties for failure to take a required minimum distribution, significant lifetime tax advantages to using the qualified charitable distribution (QCD), particularly for residents of Connecticut, and more.
As co-founder, managing partner, and senior wealth management advisor at The Harvest Group, Ingwersen helps manage a growing family business focused on helping individuals, families and family businesses with financial, retirement and succession planning, as well as family dynamics. She played a pivotal role in the launch of the firm’s Harvest Wealth Management for Life™, a comprehensive, personalized wealth management solution that provides clients with financial planning over a lifetime, investment management held to the fiduciary standard, management of non-investment finances, and relationship management. In addition to helping clients achieve financial health, Ingwersen also helps other financial advisors make the move from wirehouses to independence.
About the Greater New Haven Community Foundation The Community Foundation for Greater New Haven (CFGNH) is a philanthropic institution that was established in 1928 as the community's permanent charitable endowment. The Community Foundation is one of the oldest and largest community foundations in the United States and remains the largest grantmaker in a twenty-town region located in the heart of central Connecticut. Their mission is to inspire, support, inform, listen to and collaborate with the people and organizations of Greater New Haven to build an ever more connected, inclusive, equitable and philanthropic community.