Savvy Tax Strategies Viewing Event - Appleton

4321 North Ballard Road,Appleton WI 54919

17 January, 2023

Description

You’re invited to join us for a financial education viewing event. Learn how to avoid mistakes when it comes to your investment portfolio, health care and estate strategies. Join us for Savvy Tax Strategies, a workshop that provides answers to the critical tax questions you must answer before retirement. Explore how to avoid the Social Security “tax trap” and learn more about the SECURE Act. Lunch and refreshments will be served. Please park in the visitor lot near the front entrance. Bring your Driver's License or ID for check-in at the corporate office. No products will be sold. Financial Consultant, Mike Fuehrmeyer, will be presenting. Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 27764-11M R12-20