april, 2018

mon23apr3:00 pmRETIREMENT AND ESTATE STRATEGIESHosted by Thrivent Financial3:00 pm Spirit of Joy Lutheran Church, 1735 Main Street

Event Details

RETIREMENT AND ESTATE STRATEGIES

Join special guest speaker Jonathan Doering, FIC • Financial Consultant for Thrivent Financial • 26 Years Experience.

Jonathan will share strategies on:
• How to accumulate and distribute money for retirement.
• How to pass on money to heirs or charities in a tax-wise manner.
• Increasing the probability of investment success.
• Multigenerational IRA planning … and more!

This workshop is hosted by Thrivent Financial and your local representatives Matthew Molstre, FIC, Bill Clark CLU®, Bob Hintz, CFP®, ChFC® , FIC, Jeff Crane, CFP®, ChFC® , CLU®, FIC , LUTCF and Michael Miller, FIC, MSF.

Please call Linda at 858-455-5227 or email Linda.A.Smith@Thrivent.com to reserve a place for yourself and a guest. Light refreshments will be served.

NOTE: this event on 4/23/2018 will be held at 3pm and 6pm at the Spirit of Joy Lutheran Church in Ramona.

Time

(Monday) 3:00 pm

Location

Spirit of Joy Lutheran Church

1735 Main Street

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