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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.

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5 financial risks (and how to adapt your financial plan)

Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️

Life is unpredictable, but the right financial plan can help you navigate changes with confidence. Learn about five major financial risks and strategies that...

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On Tuesday, we enjoyed hosting a Small Business Solutions workshop for Cedar Rapids area business owners. Contact us at 319-366-2991 for information and if you would like to participate in a future workshop. We love the small businesses that serve our communities! No products will be sold. For additional disclosures, see Thrivent.com/social.

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On Tuesday, we enjoyed hosting a Small Business Solutions workshop for Cedar Rapids area business owners. Contact us at 319-366-2991 for information and if you would like to participate in a future workshop. We love the small businesses that serve our communities! No products will be sold. For additional disclosures, see Thrivent.com/social.

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If you’re a small business owner, our May 13 free breakfast workshop is for you! Small Business Solutions │ Tuesday, May 13, 8-9 a.m. │ The Hotel at Kirkwood Center, 7725 Kirkwood Blvd. SW, Cedar Rapids As an entrepreneur with the vision and determination behind your business, you know the importance of creating a plan based on your goals and objectives. Take the next step in protecting your business, your family, and your employees. Learn what you can do to help your business succeed. • Recruit and keep the best team. • Understand some of the “what ifs” life may bring. • Consider options for succession. RESERVE YOUR SPOT. Enjoy a delicious breakfast while learning about business strategies and solutions. You’re welcome to walk in! No products will be sold. For additional disclosures, see Thrivent.com/social.

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If you’re a small business owner, our May 13 free breakfast workshop is for you! Small Business Solutions │ Tuesday, May 13, 8-9 a.m. │ The Hotel at Kirkwood Center, 7725 Kirkwood Blvd. SW, Cedar Rapids As an entrepreneur with the vision and determination behind your business, you know the importance of creating a plan based on your goals and objectives. Take the next step in protecting your business, your family, and your employees. Learn what you can do to help your business succeed. • Recruit and keep the best team. • Understand some of the “what ifs” life may bring. • Consider options for succession. RESERVE YOUR SPOT. Enjoy a delicious breakfast while learning about business strategies and solutions. You’re welcome to walk in! No products will be sold. For additional disclosures, see Thrivent.com/social.

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Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

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Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

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Small Business Solutions │ Tuesday, May 13, 8-9 a.m. │ The Hotel at Kirkwood Center, 7725 Kirkwood Blvd. SW, Cedar Rapids We’re hosting a free breakfast workshop for small business owners and farmers. Learn 3 things you can do to help your business succeed. As an entrepreneur with the vision and determination behind your business, you know the importance of creating a plan based on your goals and objectives. Take the next step in protecting your business, your family, and your employees. • Recruit and keep the best team. • Understand some of the “what ifs” life may bring. • Consider options for succession. RESERVE YOUR SPOT. Enjoy a delicious breakfast while learning about business strategies and solutions. To register, call our office at 319-366-2991 or email teresa.burkett@thrivent.com. Please sign up as soon as possible for meal planning if able, or you’re welcome to walk in. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Small Business Solutions │ Tuesday, May 13, 8-9 a.m. │ The Hotel at Kirkwood Center, 7725 Kirkwood Blvd. SW, Cedar Rapids We’re hosting a free breakfast workshop for small business owners and farmers. Learn 3 things you can do to help your business succeed. As an entrepreneur with the vision and determination behind your business, you know the importance of creating a plan based on your goals and objectives. Take the next step in protecting your business, your family, and your employees. • Recruit and keep the best team. • Understand some of the “what ifs” life may bring. • Consider options for succession. RESERVE YOUR SPOT. Enjoy a delicious breakfast while learning about business strategies and solutions. To register, call our office at 319-366-2991 or email teresa.burkett@thrivent.com. Please sign up as soon as possible for meal planning if able, or you’re welcome to walk in. No products will be sold. For additional disclosures, see Thrivent.com/social.

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We enjoyed hosting a watch party lunch as Thrivent presented a Market and Economic Update during these interesting times. Thanks to everyone who attended. We hope you will join us for our next Update lunch on July 24 at noon. Stay tuned for details. No products will be sold. For additional disclosures, see Thrivent.com/social.

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We enjoyed hosting a watch party lunch as Thrivent presented a Market and Economic Update during these interesting times. Thanks to everyone who attended. We hope you will join us for our next Update lunch on July 24 at noon. Stay tuned for details. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Small Business Solutions │ Tuesday, May 13, 8-9 a.m. │ The Hotel at Kirkwood Center, 7725 Kirkwood Blvd. SW, Cedar Rapids Coming soon! We’re hosting a free workshop with important information for small business owners and farmers. Learn three things you can do to help your business succeed. As an entrepreneur with the vision and determination behind your business, you know the importance of creating a plan based on your goals and objectives. Take the next step in protecting your business, your family, and your employees. • Recruit and keep the best team. • Understand some of the “what ifs” life may bring. • Consider options for succession. RESERVE YOUR SPOT. Enjoy a delicious breakfast while learning about business strategies and solutions. To RSVP, call our office at 319-366-2991 or email teresa.burkett@thrivent.com. Please sign up in advance for meal planning if able, or you’re welcome to walk in. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Small Business Solutions │ Tuesday, May 13, 8-9 a.m. │ The Hotel at Kirkwood Center, 7725 Kirkwood Blvd. SW, Cedar Rapids Coming soon! We’re hosting a free workshop with important information for small business owners and farmers. Learn three things you can do to help your business succeed. As an entrepreneur with the vision and determination behind your business, you know the importance of creating a plan based on your goals and objectives. Take the next step in protecting your business, your family, and your employees. • Recruit and keep the best team. • Understand some of the “what ifs” life may bring. • Consider options for succession. RESERVE YOUR SPOT. Enjoy a delicious breakfast while learning about business strategies and solutions. To RSVP, call our office at 319-366-2991 or email teresa.burkett@thrivent.com. Please sign up in advance for meal planning if able, or you’re welcome to walk in. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Market & Economic Update lunch │ Thursday, April 24, noon - 1 p.m. │ Ladd Library, 3750 Williams Blvd. SW Wondering how your financial situation relates to what's happening on Wall Street? Learn Thrivent's perspective on the markets and economy. If you're curious about market fluctuations, interest rates, and economic uncertainty, this Economic Update event can help you invest with greater confidence. • How should I react to economic headlines? • How have fiscal measures changed in the past quarter? • How often should I review my investment strategy? Enjoy a complimentary lunch provided by our Thrivent Community while we watch Thrivent's presentation together. Discussion will follow, along with an opportunity to ask questions. Please sign up in advance if possible so we can plan lunch, but you're welcome to walk in. To register, call our office at 319-366-2991 or email teresa.burkett@thrivent.com. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Market & Economic Update lunch │ Thursday, April 24, noon - 1 p.m. │ Ladd Library, 3750 Williams Blvd. SW Wondering how your financial situation relates to what's happening on Wall Street? Learn Thrivent's perspective on the markets and economy. If you're curious about market fluctuations, interest rates, and economic uncertainty, this Economic Update event can help you invest with greater confidence. • How should I react to economic headlines? • How have fiscal measures changed in the past quarter? • How often should I review my investment strategy? Enjoy a complimentary lunch provided by our Thrivent Community while we watch Thrivent's presentation together. Discussion will follow, along with an opportunity to ask questions. Please sign up in advance if possible so we can plan lunch, but you're welcome to walk in. To register, call our office at 319-366-2991 or email teresa.burkett@thrivent.com. No products will be sold. For additional disclosures, see Thrivent.com/social.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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