Leaving a Thriving Legacy - Watch Party LunchOct 14, 2026, 4:45 PM UTC - Oct 14, 2026, 6:15 PM UTC
Join us for a special educational event featuring guest speaker Eric W. Bilger, FIC, Financial Advisor at Thrivent. 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” by joining us as we address:Essential estate preservation documents you should haveThe purpose and role of a willEstate taxes and annual gifting limitsHow the probate process worksAdvantages of naming beneficiaries on your accountsThe SECURE Act 2.0 and how it impacts retirement accountsLong-term care planning: costs and optionsCharitable giving strategies and opportunitiesHow Qualified Charitable Distributions (QCDs) workLife Insurance: Creating stability for every stage of lifeThis workshop is designed for you and your adult beneficiaries to help address their concerns about aging parents and protecting family assets. We encourage you to invite your beneficiaries to attend this educational opportunity. Enjoy a complimentary lunch provided by our WhiteOak Financial Group Thrivent Community while we watch Eric’s livestream presentation together. A brief discussion and an opportunity for Q&A with our advisors will follow.To register, call our office at 563-659-2991 or email teresa.burkett@thrivent.com. Please sign up by October 8 if able, but walk-ins are welcome.No products will be sold.DeWitt Community Library | 917 5th Ave, DeWitt, IA
Leaving a Thriving Legacy - Watch Party LunchOct 14, 2026, 4:45 PM UTC - Oct 14, 2026, 6:15 PM UTC
Join us for a special educational event featuring guest speaker Eric W. Bilger, FIC, Financial Advisor at Thrivent. 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” by joining us as we address:Essential estate preservation documents you should haveThe purpose and role of a willEstate taxes and annual gifting limitsHow the probate process worksAdvantages of naming beneficiaries on your accountsThe SECURE Act 2.0 and how it impacts retirement accountsLong-term care planning: costs and optionsCharitable giving strategies and opportunitiesHow Qualified Charitable Distributions (QCDs) workLife Insurance: Creating stability for every stage of lifeThis workshop is designed for you and your adult beneficiaries to help address their concerns about aging parents and protecting family assets. We encourage you to invite your beneficiaries to attend this educational opportunity. Enjoy a complimentary lunch provided by our WhiteOak Financial Group Thrivent Community while we watch Eric’s livestream presentation together. A brief discussion and an opportunity for Q&A with our advisors will follow.To register, call our office at 319-366-2991 or email teresa.burkett@thrivent.com. Please sign up by October 7 if able, but walk-ins are welcome.The closest entry to Meeting Room 124 is parking in Kirkwood’s east lot (on the side next door to the Mercy Medical building) and coming in the doors next to the blue emergency phone pole. Room 124 is directly to the left when entering here. No products will be sold.The Hotel at Kirkwood Center, Meeting Room 124 | 7725 Kirkwood Blvd SW, Cedar Rapids, IA
The Friday Morning BrewOct 30, 2026, 12:00 PM UTC - Oct 30, 2026, 1:30 PM UTC
No tricks...just a Halloween treat of coffee and donuts on us!Our Cedar Rapids office | 3349 Southgate Ct SW, Ste 101, Cedar Rapids
The Friday Morning BrewNov 20, 2026, 1:00 PM UTC - Nov 20, 2026, 2:30 PM UTC
Don't save all the calories for turkey, stuffing, and pumpkin pie! Enjoy some coffee and donuts with us. Stay to chat or grab a treat for the road.Our Cedar Rapids office | 3349 Southgate Ct SW, Ste 101, Cedar Rapids