Estate Preservation for the next generation
Location: The Edge
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” in life by joining us as we address:
- Essential estate preservation documents you should have.
- What is the purpose of a will?
- Estate taxes and annual gifting limits.
- What is the probate process?
- Advantages of naming beneficiaries on your accounts.
- The Secure Act 2.0 and how it impacts your family.
- Concerns about how to protect your assets.
- Long-term care: Costs and options.
- Effects of income taxation upon death
Event details
Thursday, September 18, 6:00-7:30 p.m.
The Edge, 1960 Kimball Ave., Manhattan KS 66502
*Taco Bar will be served ahead of presentation*
Your Special Hosts:
Eric W. Bilger, FIC, Financial Advisor
James M. Bilger, FIC, Financial Advisor
Michael Cousins, Financial Advisor
Reserve your place today by emailing: Susan.Schindler@thrivent.com
No products will be sold.
Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
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. Advisory services
available through investment adviser representatives only. Thrivent.com/disclosures.
You can register to the event directly by dropping us an e-mail at Susan.Schindler@thrivent.com
No products will be sold.