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Living Your Legacy: Retirement, Estate and Charitable Planning Strategies

October 23, 2022 @ 11:30 am - 1:00 pm

Free

This is a walk-through of the foundational retirement income planning, tax-efficient wealth transfer, and charitable planning concepts.

Speaker:  Cathy Eagan received her BA and JD from the University of Minnesota. She has worked in financial services her entire 31-year career, first at Thrivent and now at Ameriprise. She helps financial advisors with their clients’ estate plans. In addition to her law degree she holds the Certified Financial Planner® designation, and for many years taught the estate planning section of the CFP® to candidates.

Cathy and her husband Patrick have been members of Central since 2002.

A lunch will be provided.

This is an in-person event – This event is “free” but we request that you “RSVP” for each person attending

RSVP –  Register on the web or send an email with each person’s name and, optionally, their email for updates, to “events@centrallutheranfoundation.org”.

Details

Date:
October 23, 2022
Time:
11:30 am - 1:00 pm
Cost:
Free
Event Categories:
,

Organizer

Central Lutheran Church Foundation
Email:
events@centrallutheranfoundation.org
View Organizer Website

Venue

Lower Narthex
333 South 12th Street
Minneapolis, MN 55404 United States
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View Venue Website