Catholic Investing & Tax-Advantaged Charitable Giving

Catholic Investing & Tax-Advantaged Charitable Giving
Dinner & Discussion

Location: St. John the Apostle, Parish Center, 101 Oakcrest Manor Dr NE, Leesburg, VA 20176
Date: Thursday, February 26, 2026
Time: 6:30 Reception.  7PM dinner (Free Entry)

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Disclosures

Knights of Columbus Asset Advisors, LLC (KoCAA) is an SEC registered investment adviser that maintains a principal place of business in the State of Connecticut. For information about KoCAA’s business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Advisor Public Disclosure website at www.adviserinfo.sec.gov. KoCAA is a wholly-owned subsidiary of Knights of Columbus, one of the world’s largest Catholic lay organizations.

This is not an offer to sell or a solicitation of an offer to buy any security. The risks associated with each Knights of Columbus mutual fund are explained more fully in each fund’s respective prospectus. Investors should consult with their attorney, accountant, and/or tax professional for advice concerning their particular situation. Mutual Funds are not insured by FDIC or any other federal government agency, may lose value, and are not a deposit of or a guaranteed by any bank or any bank affiliate.

© Knights of Columbus Asset Advisors, 1 Columbus Plaza, New Haven, CT 06510

This event is for informational purposes only and does not constitute financial, tax, or legal advice. A Knight’s representative may contact you.