Estate Preservation for the Next Generation Webinar in Sheboygan, WI - Third Coast Wealth Advisors, Financial Advisors | Thrivent

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Estate Preservation for the Next Generation Webinar

Estate Preservation for the Next Generation Webinar

Location: Virtual Workshop

Date: 2025-05-13T16:30:00

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.

2 Sessions Available: May 13 at 11:30 a.m. and 6 p.m.

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.

27764-12FB R2-24

How can you register for this event?

You can register to the event at this link https://bit.ly/BilgerEastWI

No products will be sold.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/

Thrivent financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

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. thrivent.com/privacy-and-security/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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