5 Phases of an IRA in Appleton, WI - Apex Financial Group, Financial Advisors

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5 Phases of an IRA

Location: Appleton Beer Factory

Date: 2025-10-15T22:30:00

Do you know the five phases of your

retirement?

Attend this event if you’re about to shift from saving and

investing to spending your money in retirement – and paying

taxes on it. It takes planning to grow, spend and give more of

your wealth. At Five Phases of an IRA you will discover

strategies for reducing the taxes you and your heirs could pay.

• 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.

This session is hosted by Apex Financial Group and presented by Timothy Lukasik, Regional Business Development Consultant with Thrivent.

Dinner & drinks will be provided. Beer tasting will be available.

Reserve a spot for you and a friend or family member by 10/1.

Questions? Call 920-320-1907.

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.

No products will be sold.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Thrivent financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

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. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.

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