10/12/2026
Prepare yourself for life's “what-ifs."
Wednesday, October 14th at 12:00 PM CT/11:00 AM MT and
Thursday, October 15th at 6:30 PM CT/5:30 PM MT
Our team is committed to helping you plan for your future - and the future of those that you care most about. Better prepare yourself for the “what-ifs” by joining us as we address:
- Essential estate preservation documents you should have
- The purpose and role of a will
- Estate taxes and annual gifting limits
- How the probate process works
- Advantages of naming beneficiaries on your accounts
- The SECURE Act 2.0 and how it impact on retirement accounts
- Long-term care planning: costs and options
- Charitable giving strategies and opportunities
How Qualified Charitable Distributions (QCDs) work
Life Insurance: Creating stability for every stage of life
This virtual workshop is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. The workshop suggests a complimentary consultation for further conversations with a financial advisor.
Registration Link: https://bit.ly/leavingalegacynorthland
Disclosure -No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
We are dedicated to helping you make thoughtful plans for your future—and for the people you care about most. Join us as we discuss strategies to navigate life’s unexpected challenges with confidence as we address: • Estate planning documents everyone should have • SECURE Act 2.0 and its imp...