Events

Navigating Decisions for Retirement Success
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
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
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
link
99637
RegisterStart 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
form
99635
RegisterThere’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
form
99634
RegisterThe 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.