Leaving a Thriving LegacyFeb 24, 2026, 3:00 PM UTC
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 impact on 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 our clients and their adult beneficiaries to help address their concerns about aging parents. The workshop suggests a complimentary consultation for further conversations with a financial advisor. Zoom, Live online broadcast
Leaving a Thriving LegacyFeb 25, 2026, 6:00 PM UTC
We are dedicated to helping you make thoughtful plans for your future—and for the people you care about most. Join us as we discuss strategies to navigate life’s unexpected challenges with confidence as we address:o How to safeguard your assets as you age—while helping ensure protection for your loved ones. o Common myths and misconceptions about long-term care and what you really need to know. o An overview of how different assets are taxed and strategies to reduce the financial burden. o Key planning strategies that can help you make the most of your retirement assets. o How life insurance can provide stability and protection at every stage of life. This event is designed for our clients and their adult beneficiaries. Together, we’ll address common concerns about planning for aging parents and protecting family assets. We encourage you to invite your beneficiaries to attend this educational opportunity.Zoom, Live online broadcast
Leaving a Thriving LegacyFeb 25, 2026, 11:00 PM UTC
Join us for a special educational event featuring guest speaker Eric W. Bilger, FIC, Financial Advisor at Thrivent. Eric will share valuable strategies to help you better prepare for life’s “what-ifs.” This event is designed specifically for our clients and their adult beneficiaries, offering guidance and support for those navigating concerns about aging parents. We encourage you to invite any—or all—of your beneficiaries to attend.RSVP at https://bit.ly/NortheastFeb24-25No 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. 31374FB N12-25Zoom, Live online broadcast