What an action-packed event filled with relevant, informational topics ranging from:
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?
The SECURE Act 2.0 and how it impacts your family.
Concerns about how to protect your assets.
Effects of income taxation upon death
I can't believe we covered all those topics in about an hour! Thank you to all of those who attended and to those who made this event possible. I look forward to hosting another educational event soon. If you have any topics you would like us to dive into in the future, please send me a message or give me a call.
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Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
What a great event! I can't believe the Global Leadership Team packed all of that wonderful content into two days. While the content was fantastic, the people made the event even more memorable.
Thank you to the Epic Church of Roxborough staff for being such fantastic hosts. Your ice breaker activity for the group during breakfast on the second day was so much fun. I also want to thank Kennedy and Brian for all the laughs and comradery during the event. I can't wait until next year!
Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO
5 financial risks (and how to adapt your financial plan)Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️
Is early retirement right for you?Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️
Enjoy retirement income without the guessworkYou've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.
Fridays during Lent are one of my favorite times of the year because of the community, comradery, and generosity at the St. John the Beloved Fish Fry events. I want to thank the close to 80 volunteers that made it possible to serve 505 meals in two hours! In addition, thank you to thank Serpe's Bakery for donating 6 dozen baked goods and for the team of volunteers who helped me run the dessert table.
At this year's first Fish Fry, we were blessed to be able to contribute by using a Thrivent Action Team for the dessert table. Before we started setting up the table, my team and I said a little prayer to sell out of all the baked goods, and we ended up selling out twice! Prayer answered above and beyond what we expected. What a fun event!
See thrivent.com/social for important disclosures.
Tax tips & pitfalls: What to know to maximize your moneyLooking for ways to optimize your income taxes year-round and helpful tips for navigating tax season? From leveraging charitable contributions to common tax errors to avoid, take a look at this helpful guide. ⤵️
Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.
Learn more about this recognition: https://bit.ly/43B6P2o
Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz
If you'd like to discuss your unique retirement risk factors, let's set up a meeting.
How to invest for retirement: Account types & strategic movesInvesting for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.
Retirement savings by age: How much should you have?Planning for retirement can seem like a long and complex journey. Knowing how much to save is a foundational piece of achieving your retirement goals—check out these planning milestones based on your age.
2024 IRA contribution deadline: There's still time to maximize your savingsIt may be 2025, but you still have time to maximize your savings for the 2024 tax year. Explore how contributing to an IRA can help boost your retirement savings and find answers to the most common IRA questions.
