Prepare Wisely: Estate Strategy Essentials in Chantilly, VA - Dulles Group, Financial Advisors

Skip to main content

Dulles Group

MyThrivent
BrokerCheck

Home
About us
Our solutions
Events
Resources
Location

Dulles Group

Home
About us
Our solutions
Events
Resources
Location

Contact MyThrivent BrokerCheck

Home
Events

Home
...

Prepare Wisely: Estate Strategy Essentials

Location: Grace United Methodist Church, 9750 Wellington Rd, Manassas, VA

Date: 2025-05-04T16:00:00

No matter your wealth or status, you have an estate. And all estates have something in common—you can’t take it with you when you die. Having a strategy in place can make things easier for your family after you’re gone. At this workshop:

• Explore assets—whether they be financial or physical.

• Understand beneficiaries—family or organizations you care about.

• Gain tools to help put your plans into action.

During this session, you'll also learn about the Five Phases of an IRA and strategies for reducing the taxes you and your heirs could pay on those savings.

Lunch will be served.

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 important disclosures.

27878-11M R9-20

How can you register for this event?

You can register to the event directly by dropping us an e-mail at anna.holmes@thrivent.com

No products will be sold.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/

Thrivent financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity.

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 BrokerCheck for more information about our financial advisors.