Savvy Tax Strategies Workshop
Adult -
Winter 2024-2025
Join us for "Savvy Tax Strategies," a comprehensive workshop aimed at helping you avoid common pitfalls in your investment portfolio, healthcare, and estate planning. This session will provide valuable insights into critical tax questions you should consider before retirement, including how to navigate the Social Security "tax trap."
Participants will receive a complimentary "Guide to Taxes and Your Retirement," a practical resource to aid in personal financial planning. This workshop encourages open discussions and questions, empowering you to engage with a financial advisor for tailored advice.
Please note: No products will be sold during this session. Thrivent and its professionals do not provide legal, accounting, or tax advice—consult your attorney or tax professional for those matters. Take charge of your financial future with savvy strategies and informed decisions!
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