EventIPA's & IRA's
Sep 29, 2026, 11:00 PM UTC - Sep 30, 2026, 12:00 AM UTC
2205 21st Street Monroe, WI | Monroe Golf Club

Do you know the five phases of your retirement?

Your tax-deferred savings could lead to big tax bills.


Attend this event if you’re about to shift from saving and

investing to spending your money in retirement – and paying

taxes on it. It takes planning to grow, spend and give more of

your wealth. At Five Phases of an IRA, you will discover

strategies for reducing the taxes you and your heirs could

pay.


• How the 5 phased of an IRA relate to stages of your retirement.


• How time can have a great impact on tax-deferred retirement accounts.


• Strategies for reducing the taxes you and your heirs could pay.


These sessions are hosted by the Premier Financial Group.

IPAs and IRAs, appetizers and more! Join us for this fun and

enlightening event!


Reserve a spot for you and a friend today.

Please call Paula Meyer at (608) 325-8100 or email premierfinancialgroup@thrivent.com 

by September 18th, 2026 

Refreshments will be served.


Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. This is an educational event, and no products will be sold. 27878-39MLS N2-26


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No products will be sold. None of these are affiliated with or endorsed by Thrivent. For additional disclosures, please visit thrivent.com/social