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Events

Estate Preservation for the Next Generation

Zoom

Plan for your future-and the future of those you care most about-at Estate Preservation for the Next Generation. 


Better prepare yourself for the “what-ifs” in life by joining us for Estate Preservation for the Next Generation, presented by Eric Bilger. 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. 

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. 


The Estate Preservation for the Next Generation presentation will begin at 1:00 pm and 7:00 pm. 


Please register by October 17, 2025

RSVP by clicking the link below or going to https://bit.ly/NortheastOct


 

No products will be sold. Thrivent.com/disclosures 


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


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. Advisory services available through investment adviser representatives only. 31374F N4-24 

Navigating Decisions for Retirement Success

Online Event

Tuesday, November 4 at 1 p.m.

Tuesday, November 4 at 8:30 p.m.

Wednesday, November 5 at 9:30 p.m.


Start exploring your retirement options today, so you can feel confident about the years ahead. Join us for Navigating Decisions for Retirement Success, an exclusive conversation with Dr. Wade Pfau, where you'll learn how mastering retirement income management is key to making informed decisions that help you navigate the important challenges retirees face.


This discussion will help you feel more equipped to make smarter choices for the years ahead.

  • Plan ahead to manage the potential need for care as you age.
  • Discover simple tax strategies you can use now to help reduce or avoid future tax surprises.
  • Find out how setting up a trust can help you protect and fulfill your wishes, both now and in the future.

Don't just plan for retirement—prepare to live it with confidence. Join us and explore strategies that are as unique as you are.



No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 7289030.1

Understanding the Basics of Medicare

1205 Milltown Rd, Wilmington, Delaware 19808
Table of Plenty Outreach

Medicare can be a confusing topic with so different letters A, B, D, and concepts like Medigap, Medicare Supplement, and Medicare Advantage. Not to mention all the timing rules and penalties for signing up late.


But, a little help goes a long way. That’s why we're hosting Medicare Basics— a free local educational seminar where you can learn about Medicare and find answers to your questions


In this educational event, we will discuss

  • An overview of Medicare and options 
  • Prescription drug, Medigap and Advantage Choices 
  • When and how to enroll
  • Getting independent advice

Reserve your spot today by clicking the RSVP box below or contacting Matthew Buckery at matthew.buckery@thrivent.com


No products will be sold. This is a solicitation for insurance. A licensed insurance agent/producer of Thrivent may contact you.


Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Not available in all states. 34937FB R10-24

Estate Preservation for the Next Generation

Estate Preservation for the Next Generation

Zoom

form

98879

Register

Plan for your future-and the future of those you care most about-at Estate Preservation for the Next Generation. 


Better prepare yourself for the “what-ifs” in life by joining us for Estate Preservation for the Next Generation, presented by Eric Bilger. 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. 

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. 


The Estate Preservation for the Next Generation presentation will begin at 1:00 pm and 7:00 pm. 


Please register by October 17, 2025

RSVP by clicking the link below or going to https://bit.ly/NortheastOct


 

No products will be sold. Thrivent.com/disclosures 


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


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. Advisory services available through investment adviser representatives only. 31374F N4-24 

Navigating Decisions for Retirement Success

Navigating Decisions for Retirement Success

Online Event

link

99031

Register

Tuesday, November 4 at 1 p.m.

Tuesday, November 4 at 8:30 p.m.

Wednesday, November 5 at 9:30 p.m.


Start exploring your retirement options today, so you can feel confident about the years ahead. Join us for Navigating Decisions for Retirement Success, an exclusive conversation with Dr. Wade Pfau, where you'll learn how mastering retirement income management is key to making informed decisions that help you navigate the important challenges retirees face.


This discussion will help you feel more equipped to make smarter choices for the years ahead.

  • Plan ahead to manage the potential need for care as you age.
  • Discover simple tax strategies you can use now to help reduce or avoid future tax surprises.
  • Find out how setting up a trust can help you protect and fulfill your wishes, both now and in the future.

Don't just plan for retirement—prepare to live it with confidence. Join us and explore strategies that are as unique as you are.



No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 7289030.1

Understanding the Basics of Medicare

Understanding the Basics of Medicare

1205 Milltown Rd, Wilmington, Delaware 19808
Table of Plenty Outreach

form

98148

Register

Medicare can be a confusing topic with so different letters A, B, D, and concepts like Medigap, Medicare Supplement, and Medicare Advantage. Not to mention all the timing rules and penalties for signing up late.


But, a little help goes a long way. That’s why we're hosting Medicare Basics— a free local educational seminar where you can learn about Medicare and find answers to your questions


In this educational event, we will discuss

  • An overview of Medicare and options 
  • Prescription drug, Medigap and Advantage Choices 
  • When and how to enroll
  • Getting independent advice

Reserve your spot today by clicking the RSVP box below or contacting Matthew Buckery at matthew.buckery@thrivent.com


No products will be sold. This is a solicitation for insurance. A licensed insurance agent/producer of Thrivent may contact you.


Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Not available in all states. 34937FB R10-24

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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