Events

Estate Preservation for the Next Generation Webinar

112 E. Walnut Street, Suite E, Watseka, IL 60970

Thrivent - Larry Burton

We are 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” in life by joining us as we address:

• Essential estate preservation documents you should have.

• What is the purpose of a will?

• Estate taxes and annual gifting limits.

• What is the probate process?

• Advantages of naming beneficiaries on your accounts.

• The SECURE Act 2.0 and how it impacts your family.

• Concerns about how to protect your assets.

• Long-term care: Costs and options.

• Effects of income taxation upon death.

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.

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

Estate Preservation for the Next Generation Webinar

112 E. Walnut Street, Suite E, Watseka, IL 60970

Thrivent - Larry Burton

We are 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” in life by joining us as we address:

• Essential estate preservation documents you should have.

• What is the purpose of a will?

• Estate taxes and annual gifting limits.

• What is the probate process?

• Advantages of naming beneficiaries on your accounts.

• The SECURE Act 2.0 and how it impacts your family.

• Concerns about how to protect your assets.

• Long-term care: Costs and options.

• Effects of income taxation upon death.

Estate Preservation for the Next Generation Webinar

112 E. Walnut Street, Suite E, Watseka, IL 60970

Thrivent - Larry Burton

88546

We are 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” in life by joining us as we address:

• Essential estate preservation documents you should have.

• What is the purpose of a will?

• Estate taxes and annual gifting limits.

• What is the probate process?

• Advantages of naming beneficiaries on your accounts.

• The SECURE Act 2.0 and how it impacts your family.

• Concerns about how to protect your assets.

• Long-term care: Costs and options.

• Effects of income taxation upon death.

Estate Preservation for the Next Generation Webinar

112 E. Walnut Street, Suite E, Watseka, IL 60970

Thrivent - Larry Burton

88549

We are 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” in life by joining us as we address:

• Essential estate preservation documents you should have.

• What is the purpose of a will?

• Estate taxes and annual gifting limits.

• What is the probate process?

• Advantages of naming beneficiaries on your accounts.

• The SECURE Act 2.0 and how it impacts your family.

• Concerns about how to protect your assets.

• Long-term care: Costs and options.

• Effects of income taxation upon death.

No products will be sold.

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