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.

3 sessions to choose from:

Tuesday, October 6 at 5:30p.m.

Wednesday, October 7 at 11:30a.m.

Thursday, October 8 at 6:30p.m

Special guest speaker: Eric W. Bilger, FIC, Financial 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.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

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. Advisory services available through investment adviser representatives only. Thrivent.com/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 BrokerCheck for more information about our financial advisors.

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