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Events

Savvy Tax Strategies

Zoom, Live online
Zoom, Live online

Fact #1: Taxes can be complicated. Fact #2: No one wants to pay more than their fair share.


 


When it comes to taxes and your retirement, a little knowledge can go a long way - and maybe even help you save more of your hard-earned money.


 


Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. Explore how to help dodge the Social Security “tax trap” and learn more about the recently passed SECURE Act. You’ll also learn how to avoid common - and costly mistakes with your investments, health care and estate.

Savvy Tax Strategies

Zoom, Live online

 During this workshop, we will help clients and potential clients cut through the jargon and complexity to help them understand how to create an efficient retirement tax strategy. Explore how to help dodge the Social Security “tax trap” and learn more about the recently passed SECURE Act. They will also have the opportunity learn how to avoid common - and costly mistakes with their investments, health care and estate.

Savvy Social Security

Zoom,

When should I file for Social Security benefits? Will I pay taxes on my Social Security benefits? If I file and continue to work, how will my benefits be affected? When it comes to Social Security and your retirement, a little knowledge can go a long way.


 


Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits.


 


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

Savvy Social Security

Zoom

When should I file for Social Security benefits? Will I pay taxes on my Social Security benefits? If I file and continue to work, how will my benefits be affected? When it comes to Social Security and your retirement, a little knowledge can go a long way.


 


Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits.


 


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

21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings with Emily Gang

Zoom

How to Avoid Confusion About Medicare  


If you're confused about Medicare, join the crowd, and discover ways to make plan decisions that are best for you. Medicare Coach Emily Gang offers an overview of Medicare and suggestions for choosing your plan and saving money once you're enrolled. 


No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.

blob:https://thrivent.sharepoint.com/a187245b-ea4a-481d-b431-d85146166284

Savvy Tax Strategies

Savvy Tax Strategies

Zoom, Live online
Zoom, Live online

link

93253

Register

Fact #1: Taxes can be complicated. Fact #2: No one wants to pay more than their fair share.


 


When it comes to taxes and your retirement, a little knowledge can go a long way - and maybe even help you save more of your hard-earned money.


 


Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. Explore how to help dodge the Social Security “tax trap” and learn more about the recently passed SECURE Act. You’ll also learn how to avoid common - and costly mistakes with your investments, health care and estate.

Savvy Tax Strategies

Savvy Tax Strategies

Zoom, Live online

link

93252

Register

 During this workshop, we will help clients and potential clients cut through the jargon and complexity to help them understand how to create an efficient retirement tax strategy. Explore how to help dodge the Social Security “tax trap” and learn more about the recently passed SECURE Act. They will also have the opportunity learn how to avoid common - and costly mistakes with their investments, health care and estate.

Savvy Social Security

Savvy Social Security

Zoom,

link

93254

Register

When should I file for Social Security benefits? Will I pay taxes on my Social Security benefits? If I file and continue to work, how will my benefits be affected? When it comes to Social Security and your retirement, a little knowledge can go a long way.


 


Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits.


 


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

Savvy Social Security

Savvy Social Security

Zoom

link

93255

Register

When should I file for Social Security benefits? Will I pay taxes on my Social Security benefits? If I file and continue to work, how will my benefits be affected? When it comes to Social Security and your retirement, a little knowledge can go a long way.


 


Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits.


 


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

21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings with Emily Gang

21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings with Emily Gang

Zoom

link

93571

Register

How to Avoid Confusion About Medicare  


If you're confused about Medicare, join the crowd, and discover ways to make plan decisions that are best for you. Medicare Coach Emily Gang offers an overview of Medicare and suggestions for choosing your plan and saving money once you're enrolled. 


No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.

blob:https://thrivent.sharepoint.com/a187245b-ea4a-481d-b431-d85146166284

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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