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Two Part Financial Workshop with Thrivent
Join us for a two part series presented by Thrivent Financial!
Part One | May 8 – 12:00
Retire On Your Terms: What do you need to know before you retire?
Hosted by Stephanie R Colgate, BFA™ and Zachary W.J. Schut. Light hors d’oeuvres (dinner?) will be served.
Five Phases of an IRA
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.
- 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.
During this session, we’ll also examine why making the most of Social Security has a lot to do with when you apply for benefits.
Please call 719-800-7624 or email stephanie.colgate@thrivent.com to reserve a place for yourself and a guest.
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. See thrivent.com/social for important disclosures. 27764-13M N1-24