Events

Small Business Solutions
Please join us on Thursday, February 20th at 7:30 a.m. for a light breakfast and then sit down and listen to Eric Murphy, Regional Business Development Consultant to discuss strategies and solutions that can help your business succeed from 8:00-9:00 a.m.
Please rsvp to Kari at 999.4649 by Feb. 13th

Five Phases of an IRA
You are invited to attend the Five Phases of an IRA on Thursday, February 20th, 2025.
Please join us for hors d'oeuvres and beverages from 5:30-6:00 p.m. and then sit down from 6:00 p.m. to 7:00 p.m. to listen to our guest speaker, Eric Murphy, Regional Business Development Consultant with Thrivent.
Eric will discuss:
* How the 5 Phases of an IRA relate to stages of your retirement
* How time can have a great impact on tax-deferred retirement account
* Strategies for reducing the taxes you and y our heirs could pay
This session is hosted by Benjamin D. Weerts, FIC, RICP, CLTC.
Small Business Solutions
Small Business Solutions
92413
RegisterPlease join us on Thursday, February 20th at 7:30 a.m. for a light breakfast and then sit down and listen to Eric Murphy, Regional Business Development Consultant to discuss strategies and solutions that can help your business succeed from 8:00-9:00 a.m.
Please rsvp to Kari at 999.4649 by Feb. 13th

Five Phases of an IRA
Five Phases of an IRA
phone
92775
You are invited to attend the Five Phases of an IRA on Thursday, February 20th, 2025.
Please join us for hors d'oeuvres and beverages from 5:30-6:00 p.m. and then sit down from 6:00 p.m. to 7:00 p.m. to listen to our guest speaker, Eric Murphy, Regional Business Development Consultant with Thrivent.
Eric will discuss:
* How the 5 Phases of an IRA relate to stages of your retirement
* How time can have a great impact on tax-deferred retirement account
* Strategies for reducing the taxes you and y our heirs could pay
This session is hosted by Benjamin D. Weerts, FIC, RICP, CLTC.

No products will be sold.