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 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 616-805-7207 or email teresa.burkett@thrivent.com. Please sign up by October 8 if able, but walk-ins are welcome.
No products will be sold.
