Prepare Wisely: Estate Strategy Essentials in West Hartford, CT - Capitol Region Group, Financial Advisors | Thrivent

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Prepare Wisely: Estate Strategy Essentials

Prepare Wisely: Estate Strategy Essentials

Location: La Gillina

Date: 2025-05-13T22:00:00 - 2025-05-14T00:00:00

Who needs an estate plan? You. Join us for a free workshop, Prepare Wisely: Estate Strategy Essentials where you’ll learn how to use the right tools to make your wishes known about your health, end-of-life decisions and asset distribution. Your loved ones will be grateful.

Space is limited. We kindly request your RSVP by Tuesday, May 8, 2025. This workshop is hosted by Capitol Region Group Wealth Advisor Sam Chang and Financial Advisor Kathy Crager.

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 important disclosures. 27878-11M R9-20

No products will be sold.

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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.

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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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