Events
Watch Party: Estate Preservation for the Next Generation
Join us for an evening of insight, conversation, and good company!
We’re excited to invite you — and the important people in your life — to a special educational event hosted by the Bloom Financial Associates - Thrivent team. Enjoy delicious bites and refreshments during a watch party with our guest speaker, Eric W. Bilger, FIC, Financial Advisor as he shares strategies to help you prepare for life’s “what-ifs," including:
• Essential estate preservation documents you should have.
• Estate taxes and annual gifting limits.
• Information about the probate process.
• Advantages of naming beneficiaries on your accounts.
• The Secure Act 2.0 and how it impacts your family.
• Strategies to protect your assets.
• Effects of income taxation upon death.
This gathering is designed specifically for our clients and their adult beneficiaries. We encourage you to invite any or all of your beneficiaries to attend.
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 additional disclosures.
Key Milestones on Your Journey to an Empowered Retirement with Heather Schreiber
How do you envision retirement? While there are many answers to that question, the key is to dare discover what’s right for you. Anticipating the milestones you face – as early as age 50 and continuing into your 70s – will help you prepare. Join us for an exclusive conversation with Heather Schreiber at Key Milestones on Your Journey to an Empowered Retirement. She will share expert advice on ways to save more, reduce taxes, and make the most of Social Security. Register to attend the event and/or receive the recording.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Visit thrivent.com/social for additional disclosures.
Navigating Decisions for Retirement Success with Dr. Wade Pfau
Climbing a mountain takes different skills than getting back down. It’s the same with retirement. You spend decades saving, only to discover you need a strategy to make your money last. Learn from Dr. Wade Pfau how creating the right plan for you prepares you for what’s next. Attend one or more of the following webinars.
- Nov 4, 2025 @ 12:00 PM CT
- Nov 4, 2025 @ 07:30 PM CT
- Nov 5, 2025 @ 08:30 PM CT
Wade D. Pfau, Ph.D., CFA, RICP is a leading expert in retirement income planning. He serves as curriculum director for the Retirement Income Certified Professional®️ designation and is a Professor of Retirement Income at The American College of Financial Services. Wade is also a Principal at McLean Asset Management. He holds a Ph.D. in economics from Princeton University and regularly publishes on retirement topics in both academic and practitioner journals. He authors the Retirement Researcher blog and contributes to Forbes, Advisor Perspectives, and the Journal of Financial Planning. His books include Safety-First Retirement Planning and How Much Can I Spend in Retirement?
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. For more information visit Thrivent.com/social.
Watch Party: Estate Preservation for the Next Generation
Watch Party: Estate Preservation for the Next Generation
form
96930
RegisterJoin us for an evening of insight, conversation, and good company!
We’re excited to invite you — and the important people in your life — to a special educational event hosted by the Bloom Financial Associates - Thrivent team. Enjoy delicious bites and refreshments during a watch party with our guest speaker, Eric W. Bilger, FIC, Financial Advisor as he shares strategies to help you prepare for life’s “what-ifs," including:
• Essential estate preservation documents you should have.
• Estate taxes and annual gifting limits.
• Information about the probate process.
• Advantages of naming beneficiaries on your accounts.
• The Secure Act 2.0 and how it impacts your family.
• Strategies to protect your assets.
• Effects of income taxation upon death.
This gathering is designed specifically for our clients and their adult beneficiaries. We encourage you to invite any or all of your beneficiaries to attend.
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 additional disclosures.
Key Milestones on Your Journey to an Empowered Retirement with Heather Schreiber
Key Milestones on Your Journey to an Empowered Retirement with Heather Schreiber
link
92266
RegisterHow do you envision retirement? While there are many answers to that question, the key is to dare discover what’s right for you. Anticipating the milestones you face – as early as age 50 and continuing into your 70s – will help you prepare. Join us for an exclusive conversation with Heather Schreiber at Key Milestones on Your Journey to an Empowered Retirement. She will share expert advice on ways to save more, reduce taxes, and make the most of Social Security. Register to attend the event and/or receive the recording.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Visit thrivent.com/social for additional disclosures.
Navigating Decisions for Retirement Success with Dr. Wade Pfau
Navigating Decisions for Retirement Success with Dr. Wade Pfau
link
96141
RegisterClimbing a mountain takes different skills than getting back down. It’s the same with retirement. You spend decades saving, only to discover you need a strategy to make your money last. Learn from Dr. Wade Pfau how creating the right plan for you prepares you for what’s next. Attend one or more of the following webinars.
- Nov 4, 2025 @ 12:00 PM CT
- Nov 4, 2025 @ 07:30 PM CT
- Nov 5, 2025 @ 08:30 PM CT
Wade D. Pfau, Ph.D., CFA, RICP is a leading expert in retirement income planning. He serves as curriculum director for the Retirement Income Certified Professional®️ designation and is a Professor of Retirement Income at The American College of Financial Services. Wade is also a Principal at McLean Asset Management. He holds a Ph.D. in economics from Princeton University and regularly publishes on retirement topics in both academic and practitioner journals. He authors the Retirement Researcher blog and contributes to Forbes, Advisor Perspectives, and the Journal of Financial Planning. His books include Safety-First Retirement Planning and How Much Can I Spend in Retirement?
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. For more information visit Thrivent.com/social.
No products will be sold.