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Events

Taxes and the 'Widow's Penalty'

Online Webinar

Losing your spouse is one of life’s most difficult transitions. Making financial decisions now will allow your family to focus on what’s really important. Join us to discover strategies that can help offset the penalty. • The so-called 'widow’s penalty' could affect your Social Security and health care premiums too. • Review key estate planning documents you may need. • Discover 3 potential solutions that can help reduce or eliminate the penalty.


Register yourself and a guest today.


No products will be sold.

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 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.

27878-30M N1-24




Savvy Tax Strategies

Online Webinar

Learn how to avoid common mistakes when it comes to your investment portfolio, health care and estate strategies. The Savvy Tax Strategies workshop provides answers to the critical tax questions you must answer before retirement. Explore how to help dodge the Social Security “tax trap” and more. For more information, visit thrivent.com/social.


Register yourself and a guest today.



No products will be sold.

See thrivent.com/social for important disclosures.

27764-11M R6-22

Taxes and the 'Widow's Penalty'

Taxes and the 'Widow's Penalty'

Online Webinar

email

99864

Register

Losing your spouse is one of life’s most difficult transitions. Making financial decisions now will allow your family to focus on what’s really important. Join us to discover strategies that can help offset the penalty. • The so-called 'widow’s penalty' could affect your Social Security and health care premiums too. • Review key estate planning documents you may need. • Discover 3 potential solutions that can help reduce or eliminate the penalty.


Register yourself and a guest today.


No products will be sold.

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 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.

27878-30M N1-24




Savvy Tax Strategies

Savvy Tax Strategies

Online Webinar

email

99863

Register

Learn how to avoid common mistakes when it comes to your investment portfolio, health care and estate strategies. The Savvy Tax Strategies workshop provides answers to the critical tax questions you must answer before retirement. Explore how to help dodge the Social Security “tax trap” and more. For more information, visit thrivent.com/social.


Register yourself and a guest today.



No products will be sold.

See thrivent.com/social for important disclosures.

27764-11M R6-22

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.

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 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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