Thrivent is dedicated to helping you make thoughtful plans for your future - and for the people you care about most. On Thursday November 5th at 1pm and 6pm, we will be hosting a watch party at Mt. Horeb where a Thrivent financial advisor will be discussing strategies to navigate life’s unexpected challenges with confidence, addressing topics such as:
- Essential estate planning documents everyone 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 accounts
- The SECURE Act 2.0 and its impact on 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
Soup and sandwiches available at 12pm and 5pm. Q&A will follow each session.
RSVP to Travis Goodman before November 4th at travis.goodman@thrivent.com