Events
Estate Preservation for the Next Generation Webinar - Virtual Event
Please join us to learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend.
RSVP at https://bit.ly/EstatePreservationMay13
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
Estate Preservation for the Next Generation - Live Watch Party Event
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.
This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend.
Your hosts:
Christy Jacobs, Financial Advisor
Jeff Jacobs, MBA, RICP®️, CEPA
Presented by:
Eric W. Bilger, FIC, Financial Advisor
James M. Bilger, FIC, Financial Advisor
Reserve a spot for you and a friend or family member today. Please call 920-234-2400, email christy.jacobs@thrivent.com by May 7, 2025.
Registration - 5:30 pm
Start - 6:00 pm
No products will be sold.
See thrivent.com/social for important disclosure information.
Estate Preservation for the Next Generation Webinar - Virtual Event
Please join us to learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend.
RSVP at https://bit.ly/EstatePreservationMay13
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
Get Help to Start the Caregiving Talk
If you are a caregiver or expect to be one, find out why it’s smart to talk about it with your loved ones now. Gain a better understanding of the emotional and financial cost of caregiving.
• Learn practical ways to have challenging conversations.
• Get a list of essential legal documents.
• Explore the financial aspects of providing care.
Reserve a spot for you and a friend or family member today.
Please call 920-234-2400 or email christy.jacobs@thrivent.com by May 7, 2025.
Refreshments will be served.
No products will be sold.
Estate Preservation for the Next Generation Webinar - Virtual Event
Estate Preservation for the Next Generation Webinar - Virtual Event
link
95108
RegisterPlease join us to learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend.
RSVP at https://bit.ly/EstatePreservationMay13
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
Estate Preservation for the Next Generation - Live Watch Party Event
Estate Preservation for the Next Generation - Live Watch Party Event
form
94841
RegisterOur 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.
This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend.
Your hosts:
Christy Jacobs, Financial Advisor
Jeff Jacobs, MBA, RICP®️, CEPA
Presented by:
Eric W. Bilger, FIC, Financial Advisor
James M. Bilger, FIC, Financial Advisor
Reserve a spot for you and a friend or family member today. Please call 920-234-2400, email christy.jacobs@thrivent.com by May 7, 2025.
Registration - 5:30 pm
Start - 6:00 pm
No products will be sold.
See thrivent.com/social for important disclosure information.
Estate Preservation for the Next Generation Webinar - Virtual Event
Estate Preservation for the Next Generation Webinar - Virtual Event
link
95106
RegisterPlease join us to learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend.
RSVP at https://bit.ly/EstatePreservationMay13
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
Get Help to Start the Caregiving Talk
Get Help to Start the Caregiving Talk
form
94829
RegisterIf you are a caregiver or expect to be one, find out why it’s smart to talk about it with your loved ones now. Gain a better understanding of the emotional and financial cost of caregiving.
• Learn practical ways to have challenging conversations.
• Get a list of essential legal documents.
• Explore the financial aspects of providing care.
Reserve a spot for you and a friend or family member today.
Please call 920-234-2400 or email christy.jacobs@thrivent.com by May 7, 2025.
Refreshments will be served.
No products will be sold.
No products will be sold.