Events
Planning for special needs individuals and their families
Join us for a workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs and is an ambulatory wheelchair user herself.
Topics discussed will include:
- Resources: state, local and federal
- Medicaid and Medicare
- Support options
- How personal financial planning impacts special needs planning
- IEP vs. 504
- Special needs trusts
- ABLE accounts
- Tax considerations
Enjoy a complimentary meal provided by our WhiteOak Financial Group Thrivent Community, followed by Hannah's livestream presentation and an opportunity for Q&A. For meal planning, please sign up by September 24, but walk-ins are welcome!
This educational event is designed for our clients and families who wish to learn more about special needs planning. We encourage you to invite anyone who you
think may benefit to attend.
Call our office at 319-366-2991 if you have any questions.
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 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/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.
Leaving a Thriving Legacy - Watch Party Lunch
Join us for a special educational event featuring guest speaker Eric W. Bilger, FIC, Financial Advisor at Thrivent. Our team is 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” by joining us as we address:
- Essential estate preservation documents you 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 your accounts
- The SECURE Act 2.0 and how it impacts 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 workshop is designed for you and your adult beneficiaries to help address their concerns about aging parents and protecting family assets. We encourage you to invite your beneficiaries to attend this educational opportunity.
Enjoy lunch provided by our WhiteOak Financial Group Thrivent Community while we watch Eric’s livestream presentation together. A brief discussion and an opportunity for Q & A with our advisors will follow.
To register, call our office at 563-659-2991 or email teresa.burkett@thrivent.com. Please sign up by October 8 if able, but walk-ins are welcome.
No products will be sold.
Leaving a Thriving Legacy - Watch Party Lunch
Join us for a special educational event featuring guest speaker Eric W. Bilger, FIC, Financial Advisor at Thrivent. Our team is 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” by joining us as we address:
- Essential estate preservation documents you 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 your accounts
- The SECURE Act 2.0 and how it impacts 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 workshop is designed for you and your adult beneficiaries to help address their concerns about aging parents and protecting family assets. We encourage you to invite your beneficiaries to attend this educational opportunity.
Enjoy a complimentary lunch provided by our WhiteOak Financial Group Thrivent Community while we watch Eric’s livestream presentation together. A brief discussion and an opportunity for Q&A with our advisors will follow.
To register, call our office at 319-366-2991 or email teresa.burkett@thrivent.com. For lunch planning, please sign up by October 7 if able, but walk-ins are welcome.
No products will be sold.
Planning for special needs individuals and their families
Planning for special needs individuals and their families
105716
RegisterJoin us for a workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs and is an ambulatory wheelchair user herself.
Topics discussed will include:
- Resources: state, local and federal
- Medicaid and Medicare
- Support options
- How personal financial planning impacts special needs planning
- IEP vs. 504
- Special needs trusts
- ABLE accounts
- Tax considerations
Enjoy a complimentary meal provided by our WhiteOak Financial Group Thrivent Community, followed by Hannah's livestream presentation and an opportunity for Q&A. For meal planning, please sign up by September 24, but walk-ins are welcome!
This educational event is designed for our clients and families who wish to learn more about special needs planning. We encourage you to invite anyone who you
think may benefit to attend.
Call our office at 319-366-2991 if you have any questions.
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 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/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.
Leaving a Thriving Legacy - Watch Party Lunch
Leaving a Thriving Legacy - Watch Party Lunch
105684
RegisterJoin us for a special educational event featuring guest speaker Eric W. Bilger, FIC, Financial Advisor at Thrivent. Our team is 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” by joining us as we address:
- Essential estate preservation documents you 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 your accounts
- The SECURE Act 2.0 and how it impacts 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 workshop is designed for you and your adult beneficiaries to help address their concerns about aging parents and protecting family assets. We encourage you to invite your beneficiaries to attend this educational opportunity.
Enjoy lunch provided by our WhiteOak Financial Group Thrivent Community while we watch Eric’s livestream presentation together. A brief discussion and an opportunity for Q & A with our advisors will follow.
To register, call our office at 563-659-2991 or email teresa.burkett@thrivent.com. Please sign up by October 8 if able, but walk-ins are welcome.
No products will be sold.
Leaving a Thriving Legacy - Watch Party Lunch
Leaving a Thriving Legacy - Watch Party Lunch
105717
RegisterJoin us for a special educational event featuring guest speaker Eric W. Bilger, FIC, Financial Advisor at Thrivent. Our team is 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” by joining us as we address:
- Essential estate preservation documents you 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 your accounts
- The SECURE Act 2.0 and how it impacts 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 workshop is designed for you and your adult beneficiaries to help address their concerns about aging parents and protecting family assets. We encourage you to invite your beneficiaries to attend this educational opportunity.
Enjoy a complimentary lunch provided by our WhiteOak Financial Group Thrivent Community while we watch Eric’s livestream presentation together. A brief discussion and an opportunity for Q&A with our advisors will follow.
To register, call our office at 319-366-2991 or email teresa.burkett@thrivent.com. For lunch planning, please sign up by October 7 if able, but walk-ins are welcome.
No products will be sold.
No products will be sold.