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Savvy Tax Strategies

Silver Harbor Brewing Company 721 Pleasant Street, St. Joseph, MI

Learn how to avoid common mistakes when it comes to

your investment portfolio, health care and estate

strategies. The Savvy Tax Strategies workshop provides

answers to critical tax questions you must answer before

retirement. Explore how to help dodge the Social Security

“tax trap” and more.

Reserve a spot for you and a guest today.

Please call Joanne at 269-983-0217 or email joanne.abbott@thrivent.com to reserve a place for yourself and

a guest.

Seating is limited.

Dinner will be served at 6:00pm.

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 important disclosures.

No products will be sold.

thrivent.com • 800-847-4836

Savvy Tax Strategies

Savvy Tax Strategies

Silver Harbor Brewing Company 721 Pleasant Street, St. Joseph, MI

email

98215

Learn how to avoid common mistakes when it comes to

your investment portfolio, health care and estate

strategies. The Savvy Tax Strategies workshop provides

answers to critical tax questions you must answer before

retirement. Explore how to help dodge the Social Security

“tax trap” and more.

Reserve a spot for you and a guest today.

Please call Joanne at 269-983-0217 or email joanne.abbott@thrivent.com to reserve a place for yourself and

a guest.

Seating is limited.

Dinner will be served at 6:00pm.

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 important disclosures.

No products will be sold.

thrivent.com • 800-847-4836

No products will be sold.

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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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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.

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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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