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 have
• The purpose and role of a will
• Estate taxes and annual gifting limits
• How the probate process works
• Advantages of naming beneficiaries on your accounts
• The SECURE Act 2.0 and how it impact on retirement accounts
• Long-term care planning: costs and options
• Charitable giving strategies and opportunities
• How Qualified Charitable Distributions (QCDs) work
• Life Insurance: Creating stability for every stage of life

This 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. 

Disclosure:

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

Registration Link: Link to come