Member $40

Non-Member $55

Event Details

Wednesday, September 2, 2026

The Lodge on the Desert | Catalina Room

306 N Alvernon Way, Tucson, AZ 85711

 
8:00 - 8:30 am | Networking/Breakfast

8:30 - 9:30 am | Program

Registration closes Friday, August 28, 2026

RMD Post Secure Act and Secure 2.0, and the Importance of
Beneficiary Designations

Presented by:  Russell Goldstein CFP®, CAP®, CSRIC®

Russell Goldstein CFP®, CAP®, CSRIC® is Senior Vice President, Private Client Advisor, and Institutional Client Advisor at Bank of America Private Bank with over 18 years of experience in financial services. In his role, he is responsible for identifying the needs and advising philanthropists, foundations and nonprofits. He provides guidance and sets the strategic direction for individuals and organizations focused on the community. This experience consists of education, advice, implementation, execution and monitoring focused on their needs and mission.

He holds the Chartered Advisor in Philanthropy® (CAP®) designation and the CSRIC™ or Chartered SRI Counselor™ designation. He is a graduate of the Social Impact Strategy program at UPenn through the School for Social Policy and Practice. He also has a Masters in Sustainability Leadership from Arizona State University.  Russ is also a Certified BoardSource Governance Trainer. Russell also serves on the Intentional Endowment Network Working Group on Policy and Governance. He is a National Board member of SeedSpot, a social entrepreneur incubator. He currently serves on the advisory board of the National Park Trust and Phoenix Fashion Week. Russell is the Past President and Advisory Board Member of Planned Giving Roundtable of Arizona.