Estate Planning

Estate Planning
Posted on 12/14/2017

Thrivent Financial Educational Class

Basic Estate Planning

Discuss common estate planning needs. Outlines a 6 step process for estate planning. Illustrate foundational requirements such as wills and trusts, basic strategies such as gifting and family trusts, and advanced strategies like charitable trusts. Explanation of trusts and their advantages.

Instructor: 
Melissa A Weinrich, FIC, Financial Associate of Thrivent Financial

Date: February 8, 2018
Time: 6 p.m.
Location: Mora High School, Room 238
Cost is free, but please register with Paula in the District Office at 320-679-6200 or email her at pjehlicka@moraschools.org with your name, age and a contact number.

REGISTRATION IS DUE BY FEBRUARY 6, 2018


No products will be sold at this educational event. If requested, a Thrivent Financial representative may contact you and financial solutions, including insurance, may be solicited. Thrivent Financial and its representatives and employees cannot provide legal, accounting, or tax advice or services. Work with your Thrivent Financial representative and, as appropriate, your attorney and tax professional for additional information.
Thrivent Financial and its respective associates and employees have general knowledge of the Social Security tenets; however, they do not have the professional expertise for a complete discussion of the details of your specific situation. For additional information, contact your local Social Security Administration office.
Insurance products issued or offered by Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI. Not all products are available in all states. Securities and investment advisory services are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415, a FINRA and SIPC member and a wholly owned subsidiary of Thrivent. Thrivent Financial representatives are registered representatives for Thrivent Investment Management Inc. They are also licensed insurance agents/producer of Thrivent. For additional important information, visit Thrivent.com/disclosures.







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