Are there people and organizations you care about and want to help financially? Learn strategies for leaving a legacy.
During the session, we’ll also explore estate strategies and tools you need so your final wishes are clear.
This workshop will be held at the Nicollet County Historical Society – Treaty Site History Center, 1851 North Minnesota Avenue, St Peter, Minnesota on Thursday, November 9th, 2023 at 2:00 p.m. It’s hosted by Patti J Kelly, FIC, CLTC® and Chanelle E Braekkan, FIC, RICP®, CLTC®.
Please call 507-934-0997 or email [email protected] to reserve a place for yourself and a guest.
Light hors d’oeuvres will be served.
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.
For more information visit thrivent.com/social