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.