Events

5 Phases of an IRA

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Urban Pine Winery

3415 Briarfield Blvd, Maumee, OH 43537

There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us for our free workshop on the Five Phases of an IRA to discover:

• How the 5 phases of an IRA relate to stages of your retirement.

• How time can have a great impact on tax-deferred retirement accounts.

• Strategies for reducing the taxes you and your heirs could pay.

Lunch will be served. No products will be sold at this event. For additional disclosures, see thrivent.com/social.

These sessions are with Kathy Crager, RICP, and Kelly Kelly

5 Phases of an IRA

Urban Pine Winery

3415 Briarfield Blvd, Maumee, OH 43537

email

105336

Register

There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us for our free workshop on the Five Phases of an IRA to discover:

• How the 5 phases of an IRA relate to stages of your retirement.

• How time can have a great impact on tax-deferred retirement accounts.

• Strategies for reducing the taxes you and your heirs could pay.

Lunch will be served. No products will be sold at this event. For additional disclosures, see thrivent.com/social.

These sessions are with Kathy Crager, RICP, and Kelly Kelly

No products will be sold.

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