Are you curious about qualified charitable distributions (QCDs)? Contact us to learn more about tax-smart charitable giving at age 70½ or older.
See thrivent.com/social for important disclosures.
When people want to lift their financial burdens off their shoulders, we hope they think of and turn to Purpose Driven Wealth as their guide for finding provision, contentment and enjoyment.
Each step of the Purpose Driven Wealth Advice Path takes you closer to discovering and achieving your goals and achievements; living a life of provision, contentment and enjoyment.
Check back weekly to learn about one of the 5 D's on our advice path.
See thrivent.com/social for important disclosures.
Have a vision for your financial house, but not sure how to bring it to life? Let's work together on designing a blueprint that will prioritize your goals and accommodate your changing needs.
See thrivent.com/social for important disclosures.
Have you led a Thrivent Action Team? If not, see how easy it is to get started:
-Apply to lead a Thrivent Action Team Project.
-Receive your Thrivent Action Kit in the mail, including up to $250 in seed money.
-Gather your team and bring your project to life.
-Share the results and impact of your project.
Apply today: bit.ly/430FSS9
#ThriventActionTeam #LiveGenerously #ThriventMembership #ThriventClients #MembershipBenefits #Thrivent
For additional disclosures, see thrivent.com/social.
No matter your tax bracket, there are steps you can take now to help minimize the taxes you'll owe in retirement. If you file your taxes in the spring and forget about it the rest of the year, you could be missing out.
If taxes are a topic you avoid, this event is for you. Join us for our free workshop, Keeping the Tax Man Away with Debbie Taylor.
Register Here: https://bit.ly/pdwtaxes
No products will be sold at this event. For additional disclosures, see thrivent.com/social.
Below is Purpose Driven Wealth's client impact of volunteer hours and funds raised through Thrivent Action Teams and Thrivent Choice programs in 2023. Our clients have made a huge impact in our community and we are excited to see what impact we can do in 2024!
We provide a variety of financial services to help people live their values and strengthen their communities, and we are looking for ways to extend those offerings to others.
Our team is well rounded and expanding, which means we can offer additional financial strategies and solutions to help you and others in your life on the path ahead.
Do you know anyone who could use some financial guidance?
Check out our Menu of Services: https://connect.thrivent.com/purpose-driven-wealth/about-us/how-we-work-with-you
See thrivent.com/social for important disclosures.
Some of our clients, Susan and Tim, brought a team together to participate in an action team to create quilts for Lutheran World Relief and other community charities.
They were so thankful for the Action Team perk of being a member.
We love seeing our clients apply for action teams and participate in projects to help the community! Thank you, Susan, Tim, and everyone who helped, for everything that you do to help the community!
We're looking to hire a service advisor to join our team!
Some qualifications are:
- Required to be licensed with Life, Health and Securities registration- SIE, Series 7 and 66
- In pursuit or attained one or two of these designations: CFP, CKA, RICP, CIMA, CPWA, MBA, BFA, CHFC (preferred)
- Hungry for personal leadership development
- Bachelor's Degree
Benefits:
- Salary
- Paid Time off plus paid holidays
- 401(k) with Safe Harbor Match
- Medical, Dental and Vision benefits
Read more and apply here: https://thrivent.wd5.myworkdayjobs.com/External/job/CO---Windsor/Service-Advisor---Purpose-Driven-Wealth_REQ-37703
In March, we completed our first quarter business planning session. We learned each other’s communication styles to be more efficient with our professional conversations, as well as how we can improve our internal processes. We followed our internal meeting day with a morning at Serve 6.8. We organized their food pantry and went through donated clothes. We ended the day axe throwing as a team!
Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts?
Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden.
For additional disclosures, see thrivent.com/social.
In February, Clint attended the Redeeming Money 2024 conference presented by Kingdom Advisors. This conference is a premier gathering of the Christian financial industry. This unique conference inspires progress, connects people, and cultivates spiritual growth for every conference attendee.
Clint was able to develop new relationships through intentional connection opportunities like the interactive breakout sessions and peer-to-peer learnings.
We're looking to hire a paraplanner to join our team!
Some qualifications are:
- Securities (7/66) and life and health licenses preferred
- Strong organizational and prioritization skills
- Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Bachelor's Degree
Benefits:
- Salary
- Paid Time off plus paid holidays
- 401(k) with Safe Harbor Match
- Medical, Dental and Vision benefits
This position can help develop team members who wish to move into a service advisor role within our team.
Read more and apply here: https://thrivent.wd5.myworkdayjobs.com/External/job/CO---Windsor/Paraplanner---Purpose-Driven-Wealth_REQ-37623
Are you starting to think about ways to financially prepare for your child’s college education expenses? Take a look at this overview of different college savings plan options that break down the advantages and potential tax and financial aid implications: https://bit.ly/3wp7VfX
See thrivent.com/social for important disclosures.
Today we remember God’s great love for us. May this day bring new meaning and change in your life! Wishing all a blessed Good Friday.
Our offices will be closed Friday March 29th, in observance of Good Friday. We will return to normal business hours on Monday April 1st.
Have a happy holiday!
Building healthy money habits starts with the basics. What else would you add to the list?
See thrivent.com/social for important disclosures.
Please wish our Associate of Purpose Driven Wealth, Alyssa Davis, a Happy Birthday! 🎈 🎂 🥳
Don't forget to direct your Choice Dollars before March 31st!
- Search the Thrivent Choice®️ catalog to find a nonprofit to support.
- Make an online donation.
- Direct Choice Dollars®️.
- Can't find your favorite organization in the catalog? Nominate them.
You can search for your church or favorite nonprofit here: bit.ly/3IhfN9y
Questions? We're here to help. Choice Dollars will expire on March 31st.
#Thriventmembership #Thriventclients #Membershipbenefits #Thrivent
For additional disclosures, see thrivent.com/social.
Upcoming Office Closure this Thursday and Friday! We are taking some time for internal business planning and team bonding events. Our office hours will vary during these dates. We will not be available in-person, but please leave a voicemail or email us and we will get back to you as soon as we can.