Taxes and the Widow’s Penalty

Learn what the widow’s penalty is and how to reduce it. Also, discover what else is affected when your spouse dies, like Social Security and Medicare, and learn some practical solutions. Learn how to plan for the inevitable.

Estate Planning & Wealth Transfer

Learn what a person needs to consider when planning for the inevitable, including things a person may not think of. We’ll look at elements of an estate plan, why it is important, as well as tax efficiency when it comes to your assets being passed down to loved ones.

Instructor for both of these classes:

 Teri McNally, Financial Advisor-Thrivent

Date: Jan. 11^th, 2025

Where: MC Library

Time: Taxes class at 10:30 - 11:30 am

Lunch provided

Estate class at 12- 1 pm

$5 per class, or $7 for both