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Events

Prepare Wisely: Estate Strategy Essentials (Morning Session)

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1108 Harrington St. Newberry, SC 29108
Thrivent

During this session, explore estate strategies and tools you can use to make your final wishes clear.


No matter your wealth or status, you have an estate. And all estates have something in common—you can’t take it with you when you die. Join us for a free workshop, Prepare Wisely: Estate Strategy Essentials.


Explore assets—whether they be financial or physical.

Understand beneficiaries—family or organizations you care about.

Gain tools to help put your plans into action.


Light refreshments will be served.


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. 27878-11MR9-20

Prepare Wisely: Estate Strategy Essentials (Evening)

-
1108 Harrington St. Newberry, SC 29108
Thrivent

During this session, explore estate strategies and tools you can use to make your final wishes clear.


No matter your wealth or status, you have an estate. And all estates have something in common—you can’t take it with you when you die. Join us for a free workshop, Prepare Wisely: Estate Strategy Essentials.


Explore assets—whether they be financial or physical.

Understand beneficiaries—family or organizations you care about.

Gain tools to help put your plans into action.


Light refreshments will be served.


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. 27878-11MR9-20

Prepare Wisely: Estate Strategy Essentials (Morning Session)

Prepare Wisely: Estate Strategy Essentials (Morning Session)

1108 Harrington St. Newberry, SC 29108
Thrivent

link

104306

Register

During this session, explore estate strategies and tools you can use to make your final wishes clear.


No matter your wealth or status, you have an estate. And all estates have something in common—you can’t take it with you when you die. Join us for a free workshop, Prepare Wisely: Estate Strategy Essentials.


Explore assets—whether they be financial or physical.

Understand beneficiaries—family or organizations you care about.

Gain tools to help put your plans into action.


Light refreshments will be served.


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. 27878-11MR9-20

Prepare Wisely: Estate Strategy Essentials (Evening)

Prepare Wisely: Estate Strategy Essentials (Evening)

1108 Harrington St. Newberry, SC 29108
Thrivent

link

104307

Register

During this session, explore estate strategies and tools you can use to make your final wishes clear.


No matter your wealth or status, you have an estate. And all estates have something in common—you can’t take it with you when you die. Join us for a free workshop, Prepare Wisely: Estate Strategy Essentials.


Explore assets—whether they be financial or physical.

Understand beneficiaries—family or organizations you care about.

Gain tools to help put your plans into action.


Light refreshments will be served.


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. 27878-11MR9-20

No products will be sold.

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 Broker Check for more information about our financial advisors.

Designations

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.

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