Retirement & Estate Strategies

Description

Join special guest speaker Keith Weston, FIC • Financial Associate for Thrivent Financial • 23 Years Industry Experience • Pinnacle Conference • Greater Waterbury Chapter of Habitat for Humanity Board Member • Plymouth Food Pantry Board Member Keith will share strategies on: • How to accumulate and distribute money for retirement. • How to pass on money to heirs or charities in a tax-wise manner. • Increasing the probability of investment success. • Multi-generation IRA planning ... and more! This event is hosted by Thrivent Financial and your local representative Steve Jones.