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 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.

Event details Visit the registration link 

https://us02web.zoom.us/webinar/register/WN_K_gvfyuZRIGe57jtEgVVdw#/registration

Share this invitation with someone who might find this information helpful.

Special guest speaker:

Eric W. Bilger, FIC

Financial Advisor, Thrivent

Zoom Virtual Webinar

Tuesday, February 24th at 10am EST

Wednesday, February 25th at

1pm & 6pm EST

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. 

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