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Events

5 Phases of an IRA

Dekalb Chamber
208 S Jackson St Auburn, IN

There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us for our free workshop on the Five Phases of an IRA to discover: 


     • How the 5 phases 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. 


Lunch will be served. No products will be sold at this event. For additional disclosures, see thrivent.com/social.


These sessions are with Kathy Crager, RICP, and Brooke Peters. 

5 Phases of an IRA

Texas Roadhouse
311 Veritas Dr, Auburn, IN 46706

There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us for our free workshop on the Five Phases of an IRA to discover: 


     • How the 5 phases 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. 


Lunch will be served. No products will be sold at this event. For additional disclosures, see thrivent.com/social.

 

These sessions are with Kathy Crager, RICP, and Brooke Peters. 

5 Phases of an IRA

5 Phases of an IRA

Dekalb Chamber
208 S Jackson St Auburn, IN

email

104300

Register

There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us for our free workshop on the Five Phases of an IRA to discover: 


     • How the 5 phases 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. 


Lunch will be served. No products will be sold at this event. For additional disclosures, see thrivent.com/social.


These sessions are with Kathy Crager, RICP, and Brooke Peters. 

5 Phases of an IRA

5 Phases of an IRA

Texas Roadhouse
311 Veritas Dr, Auburn, IN 46706

email

104301

Register

There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us for our free workshop on the Five Phases of an IRA to discover: 


     • How the 5 phases 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. 


Lunch will be served. No products will be sold at this event. For additional disclosures, see thrivent.com/social.

 

These sessions are with Kathy Crager, RICP, and Brooke Peters. 

No products will be sold.

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 Broker Check for more information about our financial advisors.

Designations

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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