This seminar is available in person or online. Contact me for online watch party opportunities.
We are committed to helping you plan for your future—and the future of those that you care most about.
Better prepare yourself for the “what-ifs” in life by joining us as we address:
• Essential estate preservation documents you should have.
• The SECURE Act 2.0 and how it impacts your family.
• What is the purpose of a will?
• Concerns about how to protect your assets.
• Estate taxes and annual gifting limits.
• Long-term care: Costs and options.
• What is the probate process?
• Effects of income taxation upon death.
• Advantages of naming beneficiaries on your
accounts.
This educational event is designed to help address concerns about aging parents and as well as wealth transfer to younger generation. We encourage you to invite friends and any or all of your beneficiaries to attend.
**No products will be sold.
Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and
investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and
a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. Advisory services
available through investment adviser representatives only. Thrivent.com/disclosures.
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