Events
Lead with Grace Across Generations
Lead with Grace Across Generations is a three-part webinar series on navigating family challenges with clarity, steadiness, and connection. Learn a family systems leadership approach to strengthen your capacity to think clearly, act deliberately, and stay connected when tensions rise.
Session one is women-only.
Session one introduces the concept of the family as a multigenerational system, providing a broader context for understanding what is happening within your family.
Brought to you by Palm Beach Associates. Featured speaker Thomasina Williams, Founder of Sankofa Legacy Advisors, partners with families to cultivate connected, capable stewards who lead with clarity and steadiness through tensions and transitions—strengthening relationships rather than fracturing them across generations.
Savvy Tax Strategies
Learn how to avoid common mistakes when it comes to your investment portfolio, health care and estate strategies. Join us for Savvy Tax Strategies, a workshop that provides answers to the critical tax questions you must answer before retirement. Explore how to help dodge the Social Security “tax trap” and more.
Market & Economic Update
Join us for this workshop designed to help you understand the latest market trends and make informed decisions about your financial strategy. Whether you’re planning for retirement, managing investments, or simply want to stay ahead of economic changes, this session is for you!
Insights on recent market performance and volatility
Thrivent’s outlook for the coming months
Strategies for long-term investors: opportunities, portfolio adjustments, and risk management
5 Phases of an IRA
Contributing tax-deferred dollars in Individual Retirement Accounts (IRAs) is a big incentive for investors. But income taxes will come due once they start using the money. In this presentation you will learn potential strategies for reducing the taxes you or your heirs could pay, how the 5 phases of an IRA relate to stages of your retirement, and how time can have a great impact on tax-deferred retirement accounts.
Lead with Grace Across Generations
Lead with Grace Across Generations
link
102436
RegisterLead with Grace Across Generations is a three-part webinar series on navigating family challenges with clarity, steadiness, and connection. Learn a family systems leadership approach to strengthen your capacity to think clearly, act deliberately, and stay connected when tensions rise.
Session one is women-only.
Session one introduces the concept of the family as a multigenerational system, providing a broader context for understanding what is happening within your family.
Brought to you by Palm Beach Associates. Featured speaker Thomasina Williams, Founder of Sankofa Legacy Advisors, partners with families to cultivate connected, capable stewards who lead with clarity and steadiness through tensions and transitions—strengthening relationships rather than fracturing them across generations.
Savvy Tax Strategies
Savvy Tax Strategies
link
102445
RegisterLearn how to avoid common mistakes when it comes to your investment portfolio, health care and estate strategies. Join us for Savvy Tax Strategies, a workshop that provides answers to the critical tax questions you must answer before retirement. Explore how to help dodge the Social Security “tax trap” and more.
Market & Economic Update
Market & Economic Update
link
102485
RegisterJoin us for this workshop designed to help you understand the latest market trends and make informed decisions about your financial strategy. Whether you’re planning for retirement, managing investments, or simply want to stay ahead of economic changes, this session is for you!
Insights on recent market performance and volatility
Thrivent’s outlook for the coming months
Strategies for long-term investors: opportunities, portfolio adjustments, and risk management
5 Phases of an IRA
5 Phases of an IRA
link
102440
RegisterContributing tax-deferred dollars in Individual Retirement Accounts (IRAs) is a big incentive for investors. But income taxes will come due once they start using the money. In this presentation you will learn potential strategies for reducing the taxes you or your heirs could pay, how the 5 phases of an IRA relate to stages of your retirement, and how time can have a great impact on tax-deferred retirement accounts.
No products will be sold.