Recently, the Upper Perkiomen YMCA and I have formed a partnership called Fitness & Finances. The Y is where I do most of my workouts — lifting, swimming, and taking their other classes which are all fun — so it’s meaningful to collaborate with them on financial education programs throughout the year.
This session focused on common questions people have as they approach retirement and provided general guidance to help attendees think through key considerations and timelines. I enjoyed being part of the event and look forward to future opportunities to support the Y community.
#ThriventFinancial #FinancialSeminar #FitnessAndFinances #YMCACommunity #RetirementPlanning #CommunityEvent #FaithAndFinance #ThriventAdvisor #EducationalWorkshop #RetirementReadiness
Recently, I was invited to do the opening Introduction & Devotional at our Thrivent Impact Days. This event was amazing because the main focus is how to serve our clients with intention and support the communities around us. It also presents us the opportunity to connect with peers from neighboring states, share ideas, and learn from one another as we continue to grow in our work. I’m grateful to be part of a community that values faith, service, and collaboration!
#financialadvisor #thriventfinancial #christiandevotional
Join me for an educational evening at the beautiful Upper Perkiomen YMCA!
I’m hosting a complimentary seminar titled: 5 Keys to Retiring Fearlessly.
This presentation is designed to help you feel more informed and confident as you plan for your future.
📅 Thursday, May 21st
🕡 Refreshments at 6:30 PM
🕖 Presentation begins at 7:00 PM
Whether you're preparing for retirement or supporting someone who is, this session will share practical concepts to help you make informed decisions. You’re welcome to bring a friend, parent, coworker, or anyone who may benefit from learning about this topic.
Use the QR code below to reserve seats for you and your guests; we look forward to seeing you there.
This event is for educational purposes only and is not intended to provide individualized financial, investment, or tax advice.
#RetirementEducation #FinancialWellness #CommunityEvent #RetirementPlanning #YMCAEvents
I’m grateful to Lebanon Valley College—and especially to the Breen Center for Student Success—for inviting me to speak at this year’s Success Exposition. As a member of the LVC Class of 2025, it was a meaningful experience to return to campus and engage with both students and staff.
During the session, we explored key principles of personal finance and the foundational concepts behind long‑term investing. We also discussed a range of investment considerations and broader financial topics designed to help students build confidence as they navigate their financial futures. It was energizing to see such thoughtful participation and curiosity from the LVC community.
Always proud to come home to the Valley. Go Dutchmen.
@lvcbreencenter #lvcbreencenter #PersonalFinance #Financial Literacy
Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️
See thrivent.com/social for important disclosures.
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track as interest rates change.
Andrew Filler (a veteran advisor whom I office with) and I got to give a presentation to Locust Valley Chapel about the importance of knowing the different phases an IRA / 401(k) will go through in your lifetime. Thank you to the members of Locust Valley Chapel and Pastor Terry for hosting us, and I hope everyone learned something valuable! The chilly afterwards was delicious as well!
#Locustvalleychapel #financialadvisor #thriventfinancial
See thrivent.com/social for important disclosure information
I appreciated the opportunity to connect with members of the Upper Perkiomen YMCA community and share information about the financial guidance and generosity‑focused programs Thrivent offers. Being part of this YMCA community for the past nine years has been incredibly meaningful, and I’m grateful for the welcoming environment and the people who make it special. Thank you to everyone who stopped by and to the YMCA team for allowing me to set up a table.
#YMCA #Upperperkiomenymca #thriventfinancial
See thrivent.com/social for important disclosure information.
Thrivent investment leaders gathered on Jan. 13 to discuss their perspectives on the health of the markets and economy. Their conversation included a number of insights to help you navigate the shifting environment. Hear them review inflation, the labor market, AI and more: https://bit.ly/4sIMLFz
6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
Hear Thrivent investment leaders predict how the remainder of 2025 will play out as markets continue to navigate uncertainty. They discuss important economic factors, including the employment picture, Fed rate cuts, the influence of AI, signs of life in the housing market, a “grumpy” yet resilient consumer and more.
Watch the conversation: https://bit.ly/3Jemn4t
