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:
- Essential estate planning documents everyone 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 accounts
- The SECURE Act 2.0 and its 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 event is designed for you and your 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.
Special guest speaker: Eric W. Bilger, FIC, Financial Advisor, Thrivent
RSVP by calling Matthew Buckery at (302) 824-6041 or emailing me at matthew.buckery@thrivent.com
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. 31374FB N12-25
