Savvy Tax Strategies - Delafield, WI

Schedule

Tue, 25 Aug, 2026 at 05:30 pm to Tue, 15 Sep, 2026 at 07:00 pm

UTC-05:00
Location

Delafield Brewhaus | Delafield, WI

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Learn how to avoid common mistakes when it comes to your investment portfolio, health care and estate strategies.
About this Event

Join Financial Advisor Jerry Haerle for an educational workshop featuring special guest speaker Chris Price. Join us to learn how to avoid common mistakes when it comes to your investment portfolio, health care and estate strategies. The Savvy Tax Strategies workshop provides answers to critical tax questions you must answer before retirement. Explore how to help dodge the Social Security “tax trap” and more.

Complimentary beverages and hors d'oeuvres will be provided.


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. 27764-11 R1-24

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Where is it happening?

Delafield Brewhaus, 3832 Hillside Drive, Delafield, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

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Host or PublisherArmand Lulo - Engagement Leader

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