Join us for a special educational event featuring guest speaker Eric W. Bilger, FIC, Financial Advisor at Thrivent. 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” by joining us as we address:

• Essential estate preservation documents you should have
• The purpose and role of a will
• Estate taxes and annual gifting limits
• How the probate process works
• Advantages of naming beneficiaries on your accounts
• The SECURE Act 2.0 and how it impacts retirement accounts
• Long-term care planning: costs and options
• Charitable giving strategies and opportunities
• How Qualified Charitable Distributions (QCDs) work
• Life Insurance: Creating stability for every stage of life

This workshop is designed for you and your adult beneficiaries to help address their concerns about aging parents and protecting family assets. We encourage you to invite your beneficiaries to attend this educational opportunity. 

Enjoy a complimentary lunch provided by our WhiteOak Financial Group Thrivent Community while we watch Eric’s livestream presentation together. A brief discussion and an opportunity for Q&A with our advisors will follow.

To register, call our office at 319-366-2991 or email teresa.burkett@thrivent.com. Please sign up by October 7 if able, but walk-ins are welcome.

The closest entry to Meeting Room 124 is parking in Kirkwood’s east lot (on the side next door to the Mercy Medical building) and coming in the doors next to the blue emergency phone pole. Room 124 is directly to the left when entering here.  

No products will be sold.