You don’t need the wealth of Bill Gates, Mark Zuckerberg or Elon Musk to make plans for your family and pass along your assets. Now is the perfect time to dive into your finances and prepare for the future.
“Will I run out of money late in life?” “How can I help my family?” and “How can I best use the resources I have?” may be top-of-mind questions when you think about the future and the estate planning process. However, with the right tools and advice the process can offer you and your family peace-of-mind. And that’s invaluable.
Thrivent and Samaritas understand estate planning can be intimidating and worrisome. It’s why we’re teaming up to host a virtual town hall to help answer questions you may have about the estate planning process and how to leave a legacy you can be proud of.
Joe Impellizzeri, Chair of Leave a Legacy, Planned Giving Roundtable (PGRT) of Southeast Michigan and Senior Planned Giving Officer at Henry Ford Health System will lead this discussion with the following experts:
- DeeDee McVety, Samaritas Director, Major and Planned Gifts
- DeAnte Thompkins, Regional Development Director, Thrivent Financial, Great Lakes and Mid-America Region
- Rob R. MacGregor, JD, CFP, Senior Director of Philanthropy, Wayne State University Law School and a member of the Speakers Bureau for PGRT of Southeast Michigan
- Ellen Batkie, Samaritas Foundation Executive Committee and Heritage Society Member
And rest assured, you won’t be asked to purchase any products or services. Just enjoy the discussion, and feel free to ask questions in the chat feature. Visit samaritas.co/LastingImpact to register. After registration, you’ll be sent a Zoom email with information to help you connect to the virtual town hall. Contact Lauren Brosch at firstname.lastname@example.org with questions.
We look forward to seeing you!
Samaritas has sent ripples of positive change into Michigan communities since 1934. It is one of Michigan’s largest faith-based, nonprofit health and human services agencies and serves 13,000 people statewide. The agency helps children find loving families by utilizing family preservation, foster care and adoption programs and services. Through Samaritas, New Americans, like refugees can access resettlement services and establish new homes. Samaritas also offers transitional homes for the homeless, women existing the prison system and victims of human trafficking. Seniors seeking cost-effective, independent living options with memory care and rehab support can also lean on Samaritas for assistance.
Samaritas also offers clean, low-cost environments for seniors, families, and people with development disabilities and in need of affordable living. More than safe harbor in crisis, Samaritas comes through, when others don’t. Visit samaritas.org for more information. Follow us on Facebook @IAmSamaritas, Twitter @IAmSamaritas or on Instagram @WeAreSamaritas.
Thrivent is a diversified financial services organization that helps people achieve financial clarity, enabling lives full of meaning and gratitude. It offers its more than 2 million clients a broad range of financial products, services and guidance. Thrivent and its subsidiary and affiliate companies offer advice, insurance, investments, banking and generosity products and programs over the phone, online as well as through financial professionals and independent agents nationwide. Thrivent is a Fortune 500 company with $152 billion in assets under management/advisement (as of 12/31/19). Thrivent carries an A++ (Superior) rating from AM Best, a credit rating agency; this is the highest of the agency’s 16 ratings categories and was affirmed in June of 2020. For more information, visit Thrivent.com. You can also find us on Facebook and Twitter.