We often talk about what it’s like to become a client, but today let’s talk about what it’s like to be a client. In this episode, Frank pulls back the curtain on what ongoing client relationships look like inside his practice, Oliver Asset Management.

What is an RMD (required minimum distribution)? An RMD is the minimum amount that must be withdrawn from a retirement account each year.

What is a qualified charitable distribution (QCD)? A QCD is a distribution from an IRA that goes directly to a qualifying charity and is not included in the taxable income of the IRA owner. A QCD cannot be made from an employer plan. A QCD can be up to $108,000 for 2025, per individual.

A huge thank you to everyone who joined us! We’re so grateful for our amazing clients and the joy you bring to every gathering.

What a wonderful day together! We had so much fun celebrating with such an incredible group of clients.

We’re so thankful for each of you who came out! These events are always more special because of the laughter and memories we share.

Thank you for making this day so memorable! We had a blast and hope you did too.

What a fantastic event with even better company! We’re so grateful for each of you who joined us.

We loved seeing so many friendly faces! Your presence made this day extra special.