Savvy Seniors Series: "Financial Planning Strategies for Retirement"
As part of The Classic’s ongoing Savvy Seniors Series program, Oua Xiong from Thrivent Financial will present “Financial Planning Strategies for Retirement."
If you have reached retirement, are you fully aware of the different types of assets you have, what the rules are for each of those assets, and how they will transfer to any named beneficiaries? Oua will talk about tax efficiency concepts to help attendees determine if a tax advisor is needed for their estate. Oua will also discuss charitable giving concepts for those wishing to increase gifting to their church, various charities, or family members.
“Savvy Seniors Series,” is a free monthly information session that is open to the general public and is held at The Classic at Hillcrest Greens. Each session features a different speaker with a message focused on enhancing the quality of life for seniors. Light refreshments will be available along with door prize drawings. Registration for the August 7 presentation is required by calling 715-839-0200 by Monday, August 5.
Age: All Ages
This event is over.
Wed. Aug. 7, 2019 4-5pm
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LocationThe Classic at Hillcrest Greens
2455 Sawgrass Pl
Altoona, WI 54720