Insights
I've got valuable information and resources to share. Explore away! And check back often.
We are committed to helping you plan for your future—and the future of those that you care most about. Better prepare yourself for the “what-ifs” in life by joining us as we address: • Essential estate preservation documents you should have. • What is the purpose of a will? • Estate taxes and annual gifting limits. • What is the probate process? • Advantages of naming beneficiaries on your accounts. • The SECURE Act 2.0 and how it impacts your family. • Concerns about how to protect your assets. • Long-term care: Costs and options. • Effects of income taxation upon death. This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend. Register using the following link: https://bit.ly/43Mmn1t No products will be sold. See thrivent.com/social for additional disclosures. Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states.
We are committed to helping you plan for your future—and the future of those that you care most about. Better prepare yourself for the “what-ifs” in life by joining us as we address: • Essential estate preservation documents you should have. • What is the purpose of a will? • Estate taxes and annual gifting limits. • What is the probate process? • Advantages of naming beneficiaries on your accounts. • The SECURE Act 2.0 and how it impacts your family. • Concerns about how to protect your assets. • Long-term care: Costs and options. • Effects of income taxation upon death. This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend. Register using the following link: https://bit.ly/43Mmn1t No products will be sold. See thrivent.com/social for additional disclosures. Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states.
Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment. 📱(410) 952-4536 For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment. 📱(410) 952-4536 For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
🕑Time to meet and review your overall strategy. 📲(410) 952-4536 For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
🕑Time to meet and review your overall strategy. 📲(410) 952-4536 For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Together, we'll review and measure the effectiveness of your existing financial strategies. 📲(715) 544-1122 ➡️https://bit.ly/3OhN8ER For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Together, we'll review and measure the effectiveness of your existing financial strategies. 📲(715) 544-1122 ➡️https://bit.ly/3OhN8ER For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
The right guidance might help you get there. ➡️https://bit.ly/3OhN8ER 📱(410) 952-4536 For disclosure information, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
The right guidance might help you get there. ➡️https://bit.ly/3OhN8ER 📱(410) 952-4536 For disclosure information, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Join us for an “Estate Preservation for the Next Generation” webinar on Tuesday, April 16th at 10:00am ET or Thursday, April 18th at 1:00pm or 6:00pm ET. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. Register using the following link: https://connect.thrivent.com/terri-meekins/events No products will be sold. See thrivent.com/social for additional disclosures.
Join us for an “Estate Preservation for the Next Generation” webinar on Tuesday, April 16th at 10:00am ET or Thursday, April 18th at 1:00pm or 6:00pm ET. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. Register using the following link: https://connect.thrivent.com/terri-meekins/events No products will be sold. See thrivent.com/social for additional disclosures.
As Tax Day approaches, let's turn stress into strategy! I'm here to help you navigate the complexities. From maximizing deductions to optimizing investments, we've got you covered. Don't let tax season overwhelm you – let's work together to protect your financial future with confidence. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
As Tax Day approaches, let's turn stress into strategy! I'm here to help you navigate the complexities. From maximizing deductions to optimizing investments, we've got you covered. Don't let tax season overwhelm you – let's work together to protect your financial future with confidence. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Thrivent Asset Management, LLC selects investment products that TAM believes do not invest in securities that may conflict with certain commonly held Christian values, either as a result of a screening process or because the securities that may conflict with certain commonly held Christian values are not found in a particular asset class, such as government and municipal bonds. 📲(410) 952-4536 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Thrivent Asset Management, LLC selects investment products that TAM believes do not invest in securities that may conflict with certain commonly held Christian values, either as a result of a screening process or because the securities that may conflict with certain commonly held Christian values are not found in a particular asset class, such as government and municipal bonds. 📲(410) 952-4536 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.