Events
Estate Preservation for the Next Generation
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
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
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
form
98879
RegisterPlan 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
link
99031
RegisterTuesday, 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
form
98148
RegisterMedicare 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.