Please join us in the Fellowship Hall for a special educational event at Good Shepherd Lutheran Church. Controlling and Preserving Your Assets: Basic Estate Planning and Financial Concepts to Reduce Taxes and Transfer Wealth.
Bob Emerson, a former Financial Advisor, will discuss the necessary estate documents required and flow of estate assets. We’ve asked Thrivent Financial Advisor Terry Powers to discuss various topics including Tax Efficiency, Roth Conversions, Qualified Charitable Contributions, and Wealth Transfer Efficiency.
Light snacks and drinks will be served. Please contact the church office at (937) 298-0136 or firstname.lastname@example.org for further details.