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Events

Prepare Wisely: Estate Strategy Essentials workshop

-
917 5th Avenue, DeWitt
DeWitt Community Library

Who needs an estate plan? You do. No matter your age, wealth, or status, you have an estate. Come explore estate strategies and tools you can use to make your final wishes clear. Your loved ones will be grateful.


You, your adult children, grandchildren, and beneficiaries are welcome. Those who live outside of the area may join online.


Enjoy a dessert buffet while you learn about topics important to you. Call 563-659-2991 or email teresa.burkett@thrivent.com to request information about participating online. If you are unable to register ahead of time, you're welcome to walk in.


This free workshop is hosted by Mississippi Valley Thrivent Community. We look forward to seeing you.



No products will be sold.


Prepare Wisely: Estate Strategy Essentials workshop

Prepare Wisely: Estate Strategy Essentials workshop

917 5th Avenue, DeWitt
DeWitt Community Library

email

94322

Register

Who needs an estate plan? You do. No matter your age, wealth, or status, you have an estate. Come explore estate strategies and tools you can use to make your final wishes clear. Your loved ones will be grateful.


You, your adult children, grandchildren, and beneficiaries are welcome. Those who live outside of the area may join online.


Enjoy a dessert buffet while you learn about topics important to you. Call 563-659-2991 or email teresa.burkett@thrivent.com to request information about participating online. If you are unable to register ahead of time, you're welcome to walk in.


This free workshop is hosted by Mississippi Valley Thrivent Community. We look forward to seeing 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

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