Retirement & Estate Strategies
Schedule
Wed Jul 17 2024 at 07:00 pm to 08:00 pm
UTC-05:00Location
The Courses at Watters Creek | Plano, TX
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About this Event
Whether retirement is right around the corner or down the road, strategies you put in place now can help ensure your nest egg will last. At Retirement & Estate Strategies, a free workshop from Thrivent, learn ways to help manage and protect your retirement income and give meaningful shape to your legacy.
Topics to be discussed:
• How to accumulate and distribute money for retirement
• Keys to “proper” Diversification
• How to pass on money to heirs or charities in a tax-wise manner
• Increasing the probability of investment success
• Secrets the financial world hide
• Multigenerational IRA planning ... and more!
No products will be sold. For additional disclosures see thrivent.com/social.
Where is it happening?
The Courses at Watters Creek, 7201 Chase Oaks Boulevard, Plano, United StatesEvent Location & Nearby Stays:
USD 0.00
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