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Leaving a Thriving Legacy

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Online
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Zoom
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About This Event

Planning today for peace of mind tomorrow.Eric W. Bilger, FIC, Financial Advisor for Thrivent will discuss strategies to navigate life’s unexpected challenges with confidence as we address:•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 it’s 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 lifeThis event is designed for our clients and their adult beneficiaries. Together, we’ll address common concerns about planning for aging parents and protecting family assets. We encourage you to invite your beneficiaries to attend this educational opportunity.Two sessions available:Thursday, Nov 5 at 1PM Thursday, Nov 5 at 6pmNo products will be sold.