Events
Estate Preservation for the Next Generation
Our team is 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
- What is the purpose of a will?
- Estate taxes and annual gifting limits
- What is the probate process?
- Advantages of naming beneficiaries on your accounts
- The Secure Act 2.0 and how it impacts your family
- Concerns about how to protect your assets
- Long-term care: Costs and options
- Effects of income taxation upon death
This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend.
Date: April 8, 2025
Time: 6:00pm-8:00pm MST
Location: 1114 N 1st Street, Grand junction, CO 81501
No products will be sold.
See thrivent.com/social for important disclosures
Estate Preservation for the Next Generation
Estate Preservation for the Next Generation
94488
RegisterOur team is 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
- What is the purpose of a will?
- Estate taxes and annual gifting limits
- What is the probate process?
- Advantages of naming beneficiaries on your accounts
- The Secure Act 2.0 and how it impacts your family
- Concerns about how to protect your assets
- Long-term care: Costs and options
- Effects of income taxation upon death
This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend.
Date: April 8, 2025
Time: 6:00pm-8:00pm MST
Location: 1114 N 1st Street, Grand junction, CO 81501
No products will be sold.
See thrivent.com/social for important disclosures
No products will be sold.