Tuesday, February 24th at 10:00 am
Wednesday, February 25th at 1:00 & 6:00 pm
We are dedicated to helping you make thoughtful plans for your future—and for the people you care about most. Join Thrivent and special guest speaker Eric W. Bilger, FIC Financial, to learn strategies to navigate life’s unexpected challenges with confidence. We'll address:
Estate planning documents everyone should have
SECURE Act 2.0 and its impact on retirement accounts
The purpose and role of a will
Estate taxes and annual gifting limits
How the probate process works
Advantages of naming beneficiaries on 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 our clients and their 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. Advisor, Thrivent
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
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