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Events

Estate Preservation for the Next Generation Webinar

-
Online Webinar
Online Webinar

Please join us to learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend.


RSVP at https://bit.ly/EstatePreservationJuly31 


No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures. 27764-12FB R2-24



5 Phases of an IRA Workshop

503 Terrace Park Blvd., Milford, IA 51351
West O Beer

Do you know the five phases of your retirement? Your tax-deferred savings could lead to big tax bills. Attend this free event if you’re about to shift from saving and investing to spending your money in retirement – and paying taxes on it. It takes planning to grow, spend and give more of your wealth. At our Five Phases of an IRA event, you will discover strategies for reducing the taxes you and your heirs could pay. This workshop will be held on Wednesday August 27th at 6pm West O Beer. Please call (712) 262-9554 or email jason.jacobs@thrivent.com to reserve a place for you and a guest. Pizza and refreshments will be served. No products will be sold. 

Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.


Estate Preservation for the Next Generation Webinar

Estate Preservation for the Next Generation Webinar

Online Webinar
Online Webinar

link

96755

Register

Please join us to learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend.


RSVP at https://bit.ly/EstatePreservationJuly31 


No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures. 27764-12FB R2-24



5 Phases of an IRA Workshop

5 Phases of an IRA Workshop

503 Terrace Park Blvd., Milford, IA 51351
West O Beer

email

97318

Register

Do you know the five phases of your retirement? Your tax-deferred savings could lead to big tax bills. Attend this free event if you’re about to shift from saving and investing to spending your money in retirement – and paying taxes on it. It takes planning to grow, spend and give more of your wealth. At our Five Phases of an IRA event, you will discover strategies for reducing the taxes you and your heirs could pay. This workshop will be held on Wednesday August 27th at 6pm West O Beer. Please call (712) 262-9554 or email jason.jacobs@thrivent.com to reserve a place for you and a guest. Pizza and refreshments will be served. No products will be sold. 

Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.


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.

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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