Events
Lunch and discussion: Women, Wealth, and Wisdom
Attend this workshop to hear stories about women who have figured out a few things about their finances—and enriched their lives beyond their bank accounts. Plus, learn real-world money management lessons and how to apply them as you work toward your financial goals.
Lunch will be served. RSVP to the Shepherd's Center at 336-992-3180 at least two business days in advance.
No products will be sold.
29932M R11-24
Estate Preservation for the Next Generation
Join us for a lunch and learn on Tuesday, September 16 at 11:30 am
This event is designed to help educate you and your beneficiaries on the challenges many people face in retirement as they age. We can provide you and your family with the professional advice and guidance needed to help prepare for life’s “what-ifs.”
To put it simply, this workshop addresses “things to watch out for when something happens to mom and dad.” That “something” could be a long-term illness leading to nursing home care, or it could be the estate transfer process and taxation issues that need to be dealt with. Many people make the mistake of thinking only wealthy people must pay taxes upon death. But I know that’s not the reality and have seen the impacts this can have on the families I serve.
Key topics covered:
• Concerns around how you can protect your assets for you and your loved ones as you age.
• Common misconceptions around long-term care planning and the realities people face.
• How your money is taxed and what you can do to minimize impacts.
• Key planning strategies that can help you make the most of your retirement assets.
Lunch will be provided.
No products will be sold. See thrivent.com/social for important disclosure information.
Lunch and discussion: Charitable Strategies to Maximize Impact
Attend our free workshop to learn how a charitable fund works, different ways to give, and solutions tailored to your financial circumstances. If you’re thinking about incorporating a charitable strategy into your financial plan, this event is for you. • Understand the three simple steps to a charitable fund: Give, Grow, and Grant. • Learn the difference between Give Now, Give Later, and Give & Receive gifts. • Leave with the concrete steps to get started.
Lunch will be served. RSVP to the Shepherd's Center at 336-992-3180 at least two business days in advance.
No products will be sold.
Thrivent Charitable™️, the marketing name for Thrivent Charitable Impact & Investing®️, is a public charity that serves individuals, organizations and the community through charitable planning, donor-advised funds and endowments. Thrivent Charitable works collaboratively with Thrivent and its financial advisors. It is a separate legal entity from Thrivent, the marketing name for Thrivent Financial for Lutherans.
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 Thrivent’s financial advisors.
3254348.6
Estate Preservation for the Next Generation
Join us for a lunch and learn on Tuesday, September 23 at noon
This event is designed to help educate you and your beneficiaries on the challenges many people face in retirement as they age. We can provide you and your family with the professional advice and guidance needed to help prepare for life’s “what-ifs.”
To put it simply, this workshop addresses “things to watch out for when something happens to mom and dad.” That “something” could be a long-term illness leading to nursing home care, or it could be the estate transfer process and taxation issues that need to be dealt with. Many people make the mistake of thinking only wealthy people must pay taxes upon death. But I know that’s not the reality and have seen the impacts this can have on the families I serve.
Key topics covered:
• Concerns around how you can protect your assets for you and your loved ones as you age.
• Common misconceptions around long-term care planning and the realities people face.
• How your money is taxed and what you can do to minimize impacts.
• Key planning strategies that can help you make the most of your retirement assets
Lunch will be provided.
No products will be sold. See thrivent.com/social for important disclosure information.
Lunch and discussion: Women, Wealth, and Wisdom
Lunch and discussion: Women, Wealth, and Wisdom
96439
Attend this workshop to hear stories about women who have figured out a few things about their finances—and enriched their lives beyond their bank accounts. Plus, learn real-world money management lessons and how to apply them as you work toward your financial goals.
Lunch will be served. RSVP to the Shepherd's Center at 336-992-3180 at least two business days in advance.
No products will be sold.
29932M R11-24
Estate Preservation for the Next Generation
Estate Preservation for the Next Generation
phone
96025
Join us for a lunch and learn on Tuesday, September 16 at 11:30 am
This event is designed to help educate you and your beneficiaries on the challenges many people face in retirement as they age. We can provide you and your family with the professional advice and guidance needed to help prepare for life’s “what-ifs.”
To put it simply, this workshop addresses “things to watch out for when something happens to mom and dad.” That “something” could be a long-term illness leading to nursing home care, or it could be the estate transfer process and taxation issues that need to be dealt with. Many people make the mistake of thinking only wealthy people must pay taxes upon death. But I know that’s not the reality and have seen the impacts this can have on the families I serve.
Key topics covered:
• Concerns around how you can protect your assets for you and your loved ones as you age.
• Common misconceptions around long-term care planning and the realities people face.
• How your money is taxed and what you can do to minimize impacts.
• Key planning strategies that can help you make the most of your retirement assets.
Lunch will be provided.
No products will be sold. See thrivent.com/social for important disclosure information.
Lunch and discussion: Charitable Strategies to Maximize Impact
Lunch and discussion: Charitable Strategies to Maximize Impact
96413
Attend our free workshop to learn how a charitable fund works, different ways to give, and solutions tailored to your financial circumstances. If you’re thinking about incorporating a charitable strategy into your financial plan, this event is for you. • Understand the three simple steps to a charitable fund: Give, Grow, and Grant. • Learn the difference between Give Now, Give Later, and Give & Receive gifts. • Leave with the concrete steps to get started.
Lunch will be served. RSVP to the Shepherd's Center at 336-992-3180 at least two business days in advance.
No products will be sold.
Thrivent Charitable™️, the marketing name for Thrivent Charitable Impact & Investing®️, is a public charity that serves individuals, organizations and the community through charitable planning, donor-advised funds and endowments. Thrivent Charitable works collaboratively with Thrivent and its financial advisors. It is a separate legal entity from Thrivent, the marketing name for Thrivent Financial for Lutherans.
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 Thrivent’s financial advisors.
3254348.6
Estate Preservation for the Next Generation
Estate Preservation for the Next Generation
phone
96024
Join us for a lunch and learn on Tuesday, September 23 at noon
This event is designed to help educate you and your beneficiaries on the challenges many people face in retirement as they age. We can provide you and your family with the professional advice and guidance needed to help prepare for life’s “what-ifs.”
To put it simply, this workshop addresses “things to watch out for when something happens to mom and dad.” That “something” could be a long-term illness leading to nursing home care, or it could be the estate transfer process and taxation issues that need to be dealt with. Many people make the mistake of thinking only wealthy people must pay taxes upon death. But I know that’s not the reality and have seen the impacts this can have on the families I serve.
Key topics covered:
• Concerns around how you can protect your assets for you and your loved ones as you age.
• Common misconceptions around long-term care planning and the realities people face.
• How your money is taxed and what you can do to minimize impacts.
• Key planning strategies that can help you make the most of your retirement assets
Lunch will be provided.
No products will be sold. See thrivent.com/social for important disclosure information.
No products will be sold.