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Events

Navigating Decisions for Retirement Success

-
ON Demand

Start exploring your retirement options today, so you can feel confident about the years ahead. Join us for Navigating Decisions for Retirement Success, an exclusive conversation with Dr. Wade Pfau, where you'll learn how mastering retirement income management is key to making informed decisions that help you navigate the important challenges retirees face. 


This discussion will help you feel more equipped to make smarter choices for the years ahead.

  • Plan ahead to manage the potential need for care as you age.
  • Discover simple tax strategies you can use now to help reduce or avoid future tax surprises.
  • Find out how setting up a trust can help you protect and fulfill your wishes, both now and in the future.


Don't just plan for retirement—prepare to live it with confidence. 


Join us and explore strategies that are as unique as you are.



This on-demand recording will be available November 5 - December 5.


-----

No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. 

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. For more information visit Thrivent.com/social.

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5 Phases of an IRA

120 W. Jefferson St, STE 14, Morton, IL
Thrivent Office - Morton

There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us for our workshop on the Five Phases of an IRA to discover:

  • How the 5 phases of an IRA relate to stages of your retirement.
  • How time can have a great impact on tax-deferred retirement accounts.
  • Strategies for reducing the taxes you and your heirs could pay.

Light lunch will be served.


No products will be sold. See Thrivent.com/social for disclosures.

Taxes and the Widow's Penalty

120 W. Jefferson St, STE 14, Morton, IL
Thrivent Office - Morton

The phrase “widow’s penalty” describes the circumstance when someone pays more in taxes after their spouse dies. It happens when a widow or widower making the same or slightly less income is required to pay more income taxes.


The so-called penalty is surprisingly common and can also affect Social Security benefits and Medicare premiums. This workshop offers practical planning tools to help minimize or eliminate the penalty.


Light pastries and coffee will be served.


No products will be sold. See thrivent.com/social for disclosures.

Navigating Decisions for Retirement Success

Navigating Decisions for Retirement Success

ON Demand

link

99637

Register

Start exploring your retirement options today, so you can feel confident about the years ahead. Join us for Navigating Decisions for Retirement Success, an exclusive conversation with Dr. Wade Pfau, where you'll learn how mastering retirement income management is key to making informed decisions that help you navigate the important challenges retirees face. 


This discussion will help you feel more equipped to make smarter choices for the years ahead.

  • Plan ahead to manage the potential need for care as you age.
  • Discover simple tax strategies you can use now to help reduce or avoid future tax surprises.
  • Find out how setting up a trust can help you protect and fulfill your wishes, both now and in the future.


Don't just plan for retirement—prepare to live it with confidence. 


Join us and explore strategies that are as unique as you are.



This on-demand recording will be available November 5 - December 5.


-----

No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. 

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. For more information visit Thrivent.com/social.

7289030.1

5 Phases of an IRA

5 Phases of an IRA

120 W. Jefferson St, STE 14, Morton, IL
Thrivent Office - Morton

form

99635

Register

There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us for our workshop on the Five Phases of an IRA to discover:

  • How the 5 phases of an IRA relate to stages of your retirement.
  • How time can have a great impact on tax-deferred retirement accounts.
  • Strategies for reducing the taxes you and your heirs could pay.

Light lunch will be served.


No products will be sold. See Thrivent.com/social for disclosures.

Taxes and the Widow's Penalty

Taxes and the Widow's Penalty

120 W. Jefferson St, STE 14, Morton, IL
Thrivent Office - Morton

form

99634

Register

The phrase “widow’s penalty” describes the circumstance when someone pays more in taxes after their spouse dies. It happens when a widow or widower making the same or slightly less income is required to pay more income taxes.


The so-called penalty is surprisingly common and can also affect Social Security benefits and Medicare premiums. This workshop offers practical planning tools to help minimize or eliminate the penalty.


Light pastries and coffee will be served.


No products will be sold. See thrivent.com/social for disclosures.

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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