Landmark Wealth Management Group An independent practice of thrivent Financial Tax Planning Lunch & Learn How Tax Planning Changes Through the Four Stages of Retirement Tuesday, February 18, 2020 11:30 am - 12:45 pm Double Tree St. Paul East | 1-94 and McKnight exit Complimentary lunch Educational only; no products sold. To register call 651-779-9720 or email LandmarkWealthManagement@Thrivent.com. The registration deadline is the day before the event. In this interactive workshop you will learn: Meet the Presenters: How the new SECURE Tax Act may impact you · The types of taxes you will face at various stages. How taxes impact Social Security and Medicare. · How to tap different accounts to help minimize taxes. · The critical tax questions you must arswer before retirement. · The surprises that often make retirement more expensive. Why tapping assets in the wrong order can trigger higher Medicare premiums. Why you need to manage taxes even before you retire. - The four stages of retirement and important tax actions in each stage. including tricky IRA challenges. Gary Tangwall MBA, CHFC, CLU, RICP Wealth Advisor Tina Swanson CES (Certified Estate and Trust Specialist) Chief Investment Officer Mistakes to avoid when it comes to your investment portfolio, health care, and estate. Todd GIllingham JD". CFP", CHFC*, CLU Potential tax implications of stock options and RSUS. Wealth Advisor Landmark Wealth Management Group has an extensive knowledge of 3M benefits and has hosted hundreds of educational workshops on retirement strategies for 3M employees and retirees. While some of the information is 3M-specific, others are welcome to attend. LandmarkWealthManagementGroup.com WORLD'S MOST ETHICAL Thrivent was named one of the THRIVENT World's Most Ethical Companies by Ethisphere institute 2012-2019. COMPANTES FINANCIAL Please note our new office location Less than 4 miles from 3M 8665 Hudson Bivd N, S. 100 Lake Elma, MN SS042 wonts Met ta Conparies" ane "tee n and ne mt denats atEoten LLC *he ednal dege and e hoer des pvide egerces on behat of thnet Francal orans ans Cented Feancial Panne Boont of Sandarts ins, ote centcanon mas C, and CERED FANCK PAERe us Taent and is anci protonas co ot provoga ootng ora sdice. Caut your tome ortax protesiona Thoe pt haelko at Socal Secuty ent for camplete dras on yosaton, conact e Socia Secuty Aninton. veNT E MANG NAME FOR VENT FNOAL FOR LUHERANS ce producta ied by hent Nat bleinatn. Securiten and mestmenet aditory eniom sfend trug het nt Managment, Inc.gtend mestnent ade, menbe A ant SC. nta subidary af thet Lomed prer ef theet Repmo mprentate o Teteet Manmet Avery sers elte roneent ader mpresentve en thvert.con/d 2892508-010620 Landmark Wealth Management Group An independent practice of thrivent Financial Tax Planning Lunch & Learn How Tax Planning Changes Through the Four Stages of Retirement Tuesday, February 18, 2020 11:30 am - 12:45 pm Double Tree St. Paul East | 1-94 and McKnight exit Complimentary lunch Educational only; no products sold. To register call 651-779-9720 or email LandmarkWealthManagement@Thrivent.com. The registration deadline is the day before the event. In this interactive workshop you will learn: Meet the Presenters: How the new SECURE Tax Act may impact you · The types of taxes you will face at various stages. How taxes impact Social Security and Medicare. · How to tap different accounts to help minimize taxes. · The critical tax questions you must arswer before retirement. · The surprises that often make retirement more expensive. Why tapping assets in the wrong order can trigger higher Medicare premiums. Why you need to manage taxes even before you retire. - The four stages of retirement and important tax actions in each stage. including tricky IRA challenges. Gary Tangwall MBA, CHFC, CLU, RICP Wealth Advisor Tina Swanson CES (Certified Estate and Trust Specialist) Chief Investment Officer Mistakes to avoid when it comes to your investment portfolio, health care, and estate. Todd GIllingham JD". CFP", CHFC*, CLU Potential tax implications of stock options and RSUS. Wealth Advisor Landmark Wealth Management Group has an extensive knowledge of 3M benefits and has hosted hundreds of educational workshops on retirement strategies for 3M employees and retirees. While some of the information is 3M-specific, others are welcome to attend. LandmarkWealthManagementGroup.com WORLD'S MOST ETHICAL Thrivent was named one of the THRIVENT World's Most Ethical Companies by Ethisphere institute 2012-2019. COMPANTES FINANCIAL Please note our new office location Less than 4 miles from 3M 8665 Hudson Bivd N, S. 100 Lake Elma, MN SS042 wonts Met ta Conparies" ane "tee n and ne mt denats atEoten LLC *he ednal dege and e hoer des pvide egerces on behat of thnet Francal orans ans Cented Feancial Panne Boont of Sandarts ins, ote centcanon mas C, and CERED FANCK PAERe us Taent and is anci protonas co ot provoga ootng ora sdice. Caut your tome ortax protesiona Thoe pt haelko at Socal Secuty ent for camplete dras on yosaton, conact e Socia Secuty Aninton. veNT E MANG NAME FOR VENT FNOAL FOR LUHERANS ce producta ied by hent Nat bleinatn. Securiten and mestmenet aditory eniom sfend trug het nt Managment, Inc.gtend mestnent ade, menbe A ant SC. nta subidary af thet Lomed prer ef theet Repmo mprentate o Teteet Manmet Avery sers elte roneent ader mpresentve en thvert.con/d 2892508-010620