Savvy Tax

Date and Time

Tuesday Oct 27, 2026
12:00 AM - 12:00 AM CDT

November 10, 2026
5:00 pm

Location

Sand Valley 
1697 Leopold Wy
Nekoosa, WI 54457

Fees/Admission

Please RSVP to 715-213-8685

Contact Information

Koral Livernash - Thrivent
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Savvy Tax

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Description

Savvy Tax with Thrivent

Key topics

1. Before you retire
2. Social Security & Medicare
3. Manage your tax brackets

During this workshop, we will help clients and potential clients cut through the jargon and complexity to help them understand how to create an efficient retirement tax strategy. Explore how to help dodge the Social Security “tax trap” and learn more about the recently passed SECURE Act. They will also have the opportunity learn how to avoid common - and costly mistakes with their investments, health care and estate.

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Printed courtesy of www.wisconsinrapidschamber.com/ – Contact the Heart of Wisconsin Chamber of Commerce for more information.
1120 Lincoln Street, Wisconsin Rapids, WI 54494 – (715) 423-1830 – info@wisconsinrapidschamber.com