Lion's Tail Brewing Co. | 116 S Commercial St, Neenah, WI 54956
There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us for our workshop on the Five Phases of an IRA to discover: • How the 5 phases of an IRA relate to stages of your retirement. • How time can have a great impact on tax-deferred retirement accounts. • Strategies for reducing the taxes you and your heirs could pay.Seating is limited. Save your spot today.No products will be sold.Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.See thrivent.com/social for important disclosures.27764-13M N1-24
A Guide to the Markets - Fall Economic UpdateOct 27, 2026, 10:30 PM UTC
Holidays Pub & Grill - NEENAH | 1395 W American Dr., Neenah, WI
Join Apex Financial Group for an exclusive Guide to the Markets presentation from guest speaker Matthew Smith, External Wholesaler and Client Advisor with J.P. Morgan. This presentation is designed to help you understand the latest market trends and make informed decisions about your financial strategy. Whether you’re planning for retirement, managing investments, or simply want to stay ahead of economic changes, this session is for you!In this session Matthew will cover: • Current market and economic indicators • Investing principles • Time, diversification and volatility of returnsThis session is hosted by Apex Financial Group Wealth Advisor Ryan Paape. No products will be sold. For additional important disclosures, see Thrivent.com/social