Events
Purposeful Legacy with John Busacker (How to share values and valuables with the next generation)
After years of careful planning, you’ve successfully built a legacy. Now it’s time to have a conversation with others about what you hope to do with it.
During Purposeful Legacy, author and leadership coach John Busacker will help you examine your story and explore how you can communicate your legacy’s purpose with wisdom and grace.
Examine life experiences that shaped who you are and what you value
Gain insight into how those experiences influence your legacy and its purpose
Learn practical steps for sharing your story and legacy with loved ones.
No products will be sold.
John Busacker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.
Leaving a Thriving Legacy with Eric Bilger
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 impact on 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 our clients and their adult beneficiaries to help address their concerns about aging parents. The workshop suggests a complimentary consultation for further conversations with a financial advisor.
Eric Bilger is from Long Island, New York and has been a Financial Advisor at Thrivent for 30 years. Eric belongs to Thrivent's Hall of Fame and is one of our top national speakers in the country for nearly a decade. Eric has a degree in Accounting and Economics from The City University of New York. Within his Thrivent practice, his team, including his brother James Bilger, specialize in the areas of Estate Preservation, Retirement Income Strategies and Income Taxation reduction and avoidance.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
Purposeful Legacy with John Busacker (How to share values and valuables with the next generation)
Purposeful Legacy with John Busacker (How to share values and valuables with the next generation)
link
105693
RegisterAfter years of careful planning, you’ve successfully built a legacy. Now it’s time to have a conversation with others about what you hope to do with it.
During Purposeful Legacy, author and leadership coach John Busacker will help you examine your story and explore how you can communicate your legacy’s purpose with wisdom and grace.
Examine life experiences that shaped who you are and what you value
Gain insight into how those experiences influence your legacy and its purpose
Learn practical steps for sharing your story and legacy with loved ones.
No products will be sold.
John Busacker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.
Leaving a Thriving Legacy with Eric Bilger
Leaving a Thriving Legacy with Eric Bilger
105692
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” 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 impact on 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 our clients and their adult beneficiaries to help address their concerns about aging parents. The workshop suggests a complimentary consultation for further conversations with a financial advisor.
Eric Bilger is from Long Island, New York and has been a Financial Advisor at Thrivent for 30 years. Eric belongs to Thrivent's Hall of Fame and is one of our top national speakers in the country for nearly a decade. Eric has a degree in Accounting and Economics from The City University of New York. Within his Thrivent practice, his team, including his brother James Bilger, specialize in the areas of Estate Preservation, Retirement Income Strategies and Income Taxation reduction and avoidance.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
No products will be sold.