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Events

Estate Preservation for the Next Generation

Webinar

Webinar Options:

Sept. 16th at 6:30pm

Sept. 17th at 12:30pm

Sept. 18th at 7:30pm

Sept. 23rd at 1:00pm


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.


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. 27764-12FB R2-24

Charlotte, NC | The Power of Membership

-
Billy Graham Library; 4330 Westmont Dr., Charlotte, NC 28217

As a Thrivent member, you have access to a suite of tools and resources designed to assist you in living a more content, confident and generous life. From helping you be wise with money to supporting your desire to live generously, Thrivent is here to guide you on your journey.


Join the Southeast Thrivent Member Network for this event taking place at the Billy Graham Library. Following a brief presentation, you will be given tour of the library. We will come back together at the end of the tour for a delicious lunch.

This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold.

Thrivent Market & Economic Update

Virtual

Virtual


Are the current markets making you wonder how to best navigate your financial strategy?

Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you.


No products will be sold.


Estate Preservation for the Next Generation

Estate Preservation for the Next Generation

Webinar

link

97248

Register

Webinar Options:

Sept. 16th at 6:30pm

Sept. 17th at 12:30pm

Sept. 18th at 7:30pm

Sept. 23rd at 1:00pm


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.


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. 27764-12FB R2-24

Charlotte, NC | The Power of Membership

Charlotte, NC | The Power of Membership

Billy Graham Library; 4330 Westmont Dr., Charlotte, NC 28217

link

97370

Register

As a Thrivent member, you have access to a suite of tools and resources designed to assist you in living a more content, confident and generous life. From helping you be wise with money to supporting your desire to live generously, Thrivent is here to guide you on your journey.


Join the Southeast Thrivent Member Network for this event taking place at the Billy Graham Library. Following a brief presentation, you will be given tour of the library. We will come back together at the end of the tour for a delicious lunch.

This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold.

Thrivent Market & Economic Update

Thrivent Market & Economic Update

Virtual

link

93067

Register

Virtual


Are the current markets making you wonder how to best navigate your financial strategy?

Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you.


No products will be sold.


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.

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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