Events
Savvy tax strategies for your retirement
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. These sessions are hosted by Tim Zauche ChFC, CKA, RICP, BFA, ChSNC and Joe Gustafson, with guest speaker Tim Kiesling, Regional Business Development Consultant from Thrivent.
Reserve a spot for you and a guest today!
Please call 608-340-3040 to reserve your spots!
Light appetizers will be served.
No products will be sold.
A Lifetime Gift Toolkit with Shelly Halverson
Join us on April 22 for A Lifetime Gift with Shelly Halverson and gain insights into the value of daring to prepare for what-if situations and end of life.
Her personal experiences, research, and training to be a Certified Celebrant have prepared her to explain how and why it’s valuable to be open with those you love. She will walk through a checklist of important documents, final wishes, and personal instructions that are beneficial to attendees. All the things you know about your world, but who else knows this information if you need assistance? It's a gift for you and your loved ones in the event of a major health change or at end of life.
This session is only presented by the third-party speaker described above.
No products will be sold.
Shelly Halverson is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Shelly Halverson are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures. 6034751.2
A Lifetime Gift Toolkit with Shelly Halverson
Join us on April 22 for A Lifetime Gift with Shelly Halverson and gain insights into the value of daring to prepare for what-if situations and end of life.
Her personal experiences, research, and training to be a Certified Celebrant have prepared her to explain how and why it’s valuable to be open with those you love. She will walk through a checklist of important documents, final wishes, and personal instructions that are beneficial to attendees. All the things you know about your world, but who else knows this information if you need assistance? It's a gift for you and your loved ones in the event of a major health change or at end of life.
This session is only presented by the third-party speaker described above.
No products will be sold.
Shelly Halverson is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Shelly Halverson are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures. 6034751.2
Savvy tax strategies for your retirement
Savvy tax strategies for your retirement
101969
RegisterLearn 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. These sessions are hosted by Tim Zauche ChFC, CKA, RICP, BFA, ChSNC and Joe Gustafson, with guest speaker Tim Kiesling, Regional Business Development Consultant from Thrivent.
Reserve a spot for you and a guest today!
Please call 608-340-3040 to reserve your spots!
Light appetizers will be served.
No products will be sold.
A Lifetime Gift Toolkit with Shelly Halverson
A Lifetime Gift Toolkit with Shelly Halverson
phone
102732
Join us on April 22 for A Lifetime Gift with Shelly Halverson and gain insights into the value of daring to prepare for what-if situations and end of life.
Her personal experiences, research, and training to be a Certified Celebrant have prepared her to explain how and why it’s valuable to be open with those you love. She will walk through a checklist of important documents, final wishes, and personal instructions that are beneficial to attendees. All the things you know about your world, but who else knows this information if you need assistance? It's a gift for you and your loved ones in the event of a major health change or at end of life.
This session is only presented by the third-party speaker described above.
No products will be sold.
Shelly Halverson is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Shelly Halverson are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures. 6034751.2
A Lifetime Gift Toolkit with Shelly Halverson
A Lifetime Gift Toolkit with Shelly Halverson
phone
101966
Join us on April 22 for A Lifetime Gift with Shelly Halverson and gain insights into the value of daring to prepare for what-if situations and end of life.
Her personal experiences, research, and training to be a Certified Celebrant have prepared her to explain how and why it’s valuable to be open with those you love. She will walk through a checklist of important documents, final wishes, and personal instructions that are beneficial to attendees. All the things you know about your world, but who else knows this information if you need assistance? It's a gift for you and your loved ones in the event of a major health change or at end of life.
This session is only presented by the third-party speaker described above.
No products will be sold.
Shelly Halverson is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Shelly Halverson are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures. 6034751.2
No products will be sold.