Eric Bilger: Leaving a Thriving Legacy - Green Bay Watch Event

Planning today for peace of mind tomorrow We are dedicated to helping you make thoughtful plans for your future—and for the people you care about most. Join us as we 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 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 This 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. We hope you and your guest can join us. Doors open at 5:15 pm with social time. Buffet dinner will begin at 5:30 pm and our presentation will begin promptly at 6:00 pm. Our evening will conclude with a message from our featured nonprofit organization. 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. See Thrivent.com/social for additional disclosures. 31374FB N12-25