Events
Golden Strategies Webinar
Please join us to learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around managing your retirement income and assets, estate planning and tax efficient investing. This webinar is designed for anyone who will be retiring soon, has recently retired, or is well into their retirement.
Wednesday, September 18 at 10am ET and Thursday, September 19 at 1pm and 6pm ET
No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures. 27764-12FB R2-24
Savvy Social Security
It's all about the when.
Social Security is a vital income source—but timing is everything.
When should I file for Social Security benefits? If I file and I continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits?
When it comes to Social Security and your retirement, a little knowledge can go a long way.
Join us for this in person workshop, Savvy Social Security. During this presentation you will learn how to determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most of your Social Security.
Presented by Bridgit Holly, Financial Consultant and hosted by Herald Financial Group: Anthony Spangler, Brook Williams, Thomas McGuire, David Kratz, Amanda Schulenberg, Rebecca Wise, Bridgit Holly, Cheryl Berry, Kay DeMito, and Ryan Rapp.
No products will be sold at this event. For additional disclosures, see Thrivent.com/social. No products will be sold. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures.
Savvy Social Security
It's all about the when.
Social Security is a vital income source—but timing is everything.
When should I file for Social Security benefits? If I file and I continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits?
When it comes to Social Security and your retirement, a little knowledge can go a long way.
Join us for this in person workshop, Savvy Social Security. During this presentation you will learn how to determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most of your Social Security.
Presented by Bridgit Holly, Financial Consultant and hosted by Herald Financial Group: Anthony Spangler, Brook Williams, Thomas McGuire, David Kratz, Amanda Schulenberg, Rebecca Wise, Bridgit Holly, Cheryl Berry, Kay DeMito, and Ryan Rapp.
No products will be sold at this event. For additional disclosures, see Thrivent.com/social. No products will be sold. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures.
The Washington Update With Jeff Bush
Tuesday, October 1 at 1:00 PM EST
Tuesday, October 1 at 9:30 PM EST
What Happens in Washington Affects Your Investments and Retirement
How does what's happening in Washington affect your bottom line?
During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning.
Join us Oct. 1st for The Washington Update. The changing landscape in Washington can have an impact on your retirement plans and investment decisions.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
A Lifetime Gift Event
Please join us!
A LIFETIME GIFT The gift no one wants to discuss – yet could be your best present to loved ones.
We plan for weddings, college, vacation and retirement. Why is it so hard to plan for life’s What If’s? Get tools to help you or a loved one prepare.
On Oct. 6, 9:45 a.m. Trinity Lutheran Church is hosting A Lifetime Gift, a live interactive webinar with Certified Celebrant Shelly Halverson and local host David Kratz/Amanda Schulenberg of Thrivent.
Halverson will share her experiences and insights, as well as her research and training as a Certified Celebrant. She’ll walk you through a comprehensive resource book that includes checklists, needed documents and information, final wishes, and personal instructions. It’s a gift for you and your loved ones, providing guidance, comfort, and reassurance at a critical time.
This free workshop is open to ALL ages and stages – whether you are getting your own affairs in order or caring for loved ones.
Registration is required no later than Sept. 26th to ensure we have a workbook for you at the event!
No products will be sold. For more information visit Thrivent.com/social.
Questions? Please contact Cheryl Berry at 215-368-4888 or Cheryl.berry@thrivent.com. Shelly Halverson is not affiliated or endorsed by Thrivent. For more information visit Thrivent.com/social.
Thrivent 101: Everything You Need To Know About Your Thrivent Membership
As a Thrivent member, you have access to a suite of tools and resources designed to help you be wise with money and live a more content, confident and generous life. From helping you be wise with money to supporting your desire to live generously, Thrivent is here to guide you on your journey.
Join the Northeast Advisor Group Engagement Leaders, for a special online event designed to orient you to our Thrivent Member Experience, and to learn the firsts steps towards activating your Thrivent member benefits.
We'll cover it all, from Thrivent Action Teams to Thrivent Choice, to Thrivent's new Mobile App. We will also include educational resources, free and discounted services and other support that is available to you as a Thrivent member to make an impact on the communities where you live, work, and worship. Whether you're a new member or just need a refresher, you won't want to miss this event.
No Products Will Be Sold. For additional disclosures, see Thrivent.com/social. Member benefits and programs are not guaranteed contractual benefits. The interpretation of the provisions of these benefits and programs is at the sole discretion of Thrivent. Thrivent reserves the right to change, modify, discontinue, or refuse to provide any of the membership benefits or any part of them, at any time. You should only purchase and keep insurance and annuity products that best meet the financial security needs of you and your family and never purchase or keep any insurance or annuity products to be eligible for nonguaranteed membership benefits.
A Lifetime Gift Event
Please join us!
A LIFETIME GIFT The gift no one wants to discuss – yet could be your best present to loved ones.
We plan for weddings, college, vacation and retirement. Why is it so hard to plan for life’s What If’s? Get tools to help you or a loved one prepare.
On Oct. 17, 6:30 p.m. St. Andrew Church in Perkasie is hosting A Lifetime Gift, a live interactive webinar with Certified Celebrant Shelly Halverson and local host Amanda Schulenberg of Thrivent.
Halverson will share her experiences and insights, as well as her research and training as a Certified Celebrant. She’ll walk you through a comprehensive resource book that includes checklists, needed documents and information, final wishes, and personal instructions. It’s a gift for you and your loved ones, providing guidance, comfort, and reassurance at a critical time.
This free workshop is open to ALL ages and stages – whether you are getting your own affairs in order or caring for loved ones.
Registration is required no later than Oct. 8th to ensure we have a workbook for you at the event!
No products will be sold. For more information visit Thrivent.com/social.
Questions? Please contact Cheryl Berry at 215-368-4888 or Cheryl.berry@thrivent.com. Shelly Halverson is not affiliated or endorsed by Thrivent. For more information visit Thrivent.com/social.
A Lifetime Gift
Please join us!
A LIFETIME GIFT The gift no one wants to discuss – yet could be your best present to loved ones.
We plan for weddings, college, vacation and retirement. Why is it so hard to plan for life’s What If’s? Get tools to help you or a loved one prepare.
On Oct. 22, 6:30 p.m. Next Community Church is hosting A Lifetime Gift, a live interactive webinar with Certified Celebrant Shelly Halverson and local host Amanda Schulenberg of Thrivent.
Halverson will share her experiences and insights, as well as her research and training as a Certified Celebrant. She’ll walk you through a comprehensive resource book that includes checklists, needed documents and information, final wishes, and personal instructions. It’s a gift for you and your loved ones, providing guidance, comfort, and reassurance at a critical time.
This free workshop is open to ALL ages and stages – whether you are getting your own affairs in order or caring for loved ones.
Registration is required no later than Oct 14th to ensure we have a workbook for you at the event!
No products will be sold. For more information visit Thrivent.com/social.
Questions? Please contact Cheryl Berry at 215-368-4888 or Cheryl.berry@thrivent.com. Shelly Halverson is not affiliated or endorsed by Thrivent. For more information visit Thrivent.com/social.
Sip, Savor & Support | Karamoor Estate Winery
Sip a sampling of Karamoor's award-winning wines while you Savor snacks from a delicious cheese and charcuterie board. For smiles, we'll test your knowledge of Thrivent, wine and a few basic financial facts as part of a fun trivia contest. Arrive at 5:30 p.m. for a group tour of Karamoor's wine production facilities before we enjoy food and fellowship.
And we invite you to Support our evening's featured nonprofit, Liberty Lutheran, which provides senior programs and housing along with congregational services and disaster relief programs. Please consider bringing a one of these cleaning supplies distributed in post-disaster clean-up kits:
- sponges (large or kitchen-sized), or
- scrub brush (with or without handle), or
- liquid disinfectant dish soap (16-34 oz bottle), or
- liquid laundry detergent (25 oz, or 32-64 oz size).
Invite friends to join us for the evening! But seating is limited, so please RSVP by October 17!
All guests must be 21 years or older to attend. Please note the main event will be held on the 2nd floor with stair-only access.
No products will be sold at this event. For additional disclosures, see Thrivent.com/social.
Maximizing Social Security Benefits with Mary Beth Franklin
Knowing When to Claim May Boost Your Benefits
Tuesday, October 29 at 1:00 PM EST
Tuesday, October 29 at 9:30 PM EST
While Social Security is the foundation of retirement income, it may replace only about 40% of your pre-retirement paycheck. Learn the impact of eligibility requirements on your monthly benefit and discover the importance of creating a strategy that's right for you.
Join us Oct. 29th for Maximizing Social Security with expert Mary Beth Franklin. When it comes to claiming benefits, your age, marital status and work history can make a big difference.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
Market and Economic Update
Are the current markets making you wonder how to best navigate your financial strategy?
Join us on Tuesday, November 19 at 12:30 PM for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you.
Thrivent’s top investment leaders will share insights and guidance on:
- The health of today's economy.
- Inflation and interest rates.
- Factors influencing growth at large public companies.
- Market implications of current global geopolitical events.
And get answers to your questions during a live Q&A.
Save your spot today!
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/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 BrokerCheck for more information about our financial advisors.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. No products will be sold.
Medicare Basics, Presented by Anthony Spangler, Financial Consultant
Monday November 11th at 6:30 PM
Wednesday November 20th at 6:30 PM
Enrolling in Medicare can feel like working on a puzzle with no border pieces.
It’s hard to know where to start! That’s why I am hosting free local educational seminars where you can learn about Medicare and find answers to your questions.
You’ll learn:
• An overview of Medicare and options.
• Key points to consider with each plan.
• When and how to enroll.
Let us help you understand how Medicare fits in with the other pieces of your retirement strategy.
No products will be sold. This is a solicitation for insurance. A licensed insurance agent/producer of Thrivent may contact you. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Not available in all states. 34937FB R7-23
Golden Strategies Webinar
Golden Strategies Webinar
link
88393
RegisterPlease join us to learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around managing your retirement income and assets, estate planning and tax efficient investing. This webinar is designed for anyone who will be retiring soon, has recently retired, or is well into their retirement.
Wednesday, September 18 at 10am ET and Thursday, September 19 at 1pm and 6pm ET
No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures. 27764-12FB R2-24
Savvy Social Security
Savvy Social Security
88363
RegisterIt's all about the when.
Social Security is a vital income source—but timing is everything.
When should I file for Social Security benefits? If I file and I continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits?
When it comes to Social Security and your retirement, a little knowledge can go a long way.
Join us for this in person workshop, Savvy Social Security. During this presentation you will learn how to determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most of your Social Security.
Presented by Bridgit Holly, Financial Consultant and hosted by Herald Financial Group: Anthony Spangler, Brook Williams, Thomas McGuire, David Kratz, Amanda Schulenberg, Rebecca Wise, Bridgit Holly, Cheryl Berry, Kay DeMito, and Ryan Rapp.
No products will be sold at this event. For additional disclosures, see Thrivent.com/social. No products will be sold. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures.
Savvy Social Security
Savvy Social Security
88364
RegisterIt's all about the when.
Social Security is a vital income source—but timing is everything.
When should I file for Social Security benefits? If I file and I continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits?
When it comes to Social Security and your retirement, a little knowledge can go a long way.
Join us for this in person workshop, Savvy Social Security. During this presentation you will learn how to determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most of your Social Security.
Presented by Bridgit Holly, Financial Consultant and hosted by Herald Financial Group: Anthony Spangler, Brook Williams, Thomas McGuire, David Kratz, Amanda Schulenberg, Rebecca Wise, Bridgit Holly, Cheryl Berry, Kay DeMito, and Ryan Rapp.
No products will be sold at this event. For additional disclosures, see Thrivent.com/social. No products will be sold. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures.
The Washington Update With Jeff Bush
The Washington Update With Jeff Bush
link
88218
RegisterTuesday, October 1 at 1:00 PM EST
Tuesday, October 1 at 9:30 PM EST
What Happens in Washington Affects Your Investments and Retirement
How does what's happening in Washington affect your bottom line?
During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning.
Join us Oct. 1st for The Washington Update. The changing landscape in Washington can have an impact on your retirement plans and investment decisions.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
A Lifetime Gift Event
A Lifetime Gift Event
link
88207
RegisterPlease join us!
A LIFETIME GIFT The gift no one wants to discuss – yet could be your best present to loved ones.
We plan for weddings, college, vacation and retirement. Why is it so hard to plan for life’s What If’s? Get tools to help you or a loved one prepare.
On Oct. 6, 9:45 a.m. Trinity Lutheran Church is hosting A Lifetime Gift, a live interactive webinar with Certified Celebrant Shelly Halverson and local host David Kratz/Amanda Schulenberg of Thrivent.
Halverson will share her experiences and insights, as well as her research and training as a Certified Celebrant. She’ll walk you through a comprehensive resource book that includes checklists, needed documents and information, final wishes, and personal instructions. It’s a gift for you and your loved ones, providing guidance, comfort, and reassurance at a critical time.
This free workshop is open to ALL ages and stages – whether you are getting your own affairs in order or caring for loved ones.
Registration is required no later than Sept. 26th to ensure we have a workbook for you at the event!
No products will be sold. For more information visit Thrivent.com/social.
Questions? Please contact Cheryl Berry at 215-368-4888 or Cheryl.berry@thrivent.com. Shelly Halverson is not affiliated or endorsed by Thrivent. For more information visit Thrivent.com/social.
Thrivent 101: Everything You Need To Know About Your Thrivent Membership
Thrivent 101: Everything You Need To Know About Your Thrivent Membership
link
86503
RegisterAs a Thrivent member, you have access to a suite of tools and resources designed to help you be wise with money and live a more content, confident and generous life. From helping you be wise with money to supporting your desire to live generously, Thrivent is here to guide you on your journey.
Join the Northeast Advisor Group Engagement Leaders, for a special online event designed to orient you to our Thrivent Member Experience, and to learn the firsts steps towards activating your Thrivent member benefits.
We'll cover it all, from Thrivent Action Teams to Thrivent Choice, to Thrivent's new Mobile App. We will also include educational resources, free and discounted services and other support that is available to you as a Thrivent member to make an impact on the communities where you live, work, and worship. Whether you're a new member or just need a refresher, you won't want to miss this event.
No Products Will Be Sold. For additional disclosures, see Thrivent.com/social. Member benefits and programs are not guaranteed contractual benefits. The interpretation of the provisions of these benefits and programs is at the sole discretion of Thrivent. Thrivent reserves the right to change, modify, discontinue, or refuse to provide any of the membership benefits or any part of them, at any time. You should only purchase and keep insurance and annuity products that best meet the financial security needs of you and your family and never purchase or keep any insurance or annuity products to be eligible for nonguaranteed membership benefits.
A Lifetime Gift Event
A Lifetime Gift Event
link
88208
RegisterPlease join us!
A LIFETIME GIFT The gift no one wants to discuss – yet could be your best present to loved ones.
We plan for weddings, college, vacation and retirement. Why is it so hard to plan for life’s What If’s? Get tools to help you or a loved one prepare.
On Oct. 17, 6:30 p.m. St. Andrew Church in Perkasie is hosting A Lifetime Gift, a live interactive webinar with Certified Celebrant Shelly Halverson and local host Amanda Schulenberg of Thrivent.
Halverson will share her experiences and insights, as well as her research and training as a Certified Celebrant. She’ll walk you through a comprehensive resource book that includes checklists, needed documents and information, final wishes, and personal instructions. It’s a gift for you and your loved ones, providing guidance, comfort, and reassurance at a critical time.
This free workshop is open to ALL ages and stages – whether you are getting your own affairs in order or caring for loved ones.
Registration is required no later than Oct. 8th to ensure we have a workbook for you at the event!
No products will be sold. For more information visit Thrivent.com/social.
Questions? Please contact Cheryl Berry at 215-368-4888 or Cheryl.berry@thrivent.com. Shelly Halverson is not affiliated or endorsed by Thrivent. For more information visit Thrivent.com/social.
A Lifetime Gift
A Lifetime Gift
link
88206
RegisterPlease join us!
A LIFETIME GIFT The gift no one wants to discuss – yet could be your best present to loved ones.
We plan for weddings, college, vacation and retirement. Why is it so hard to plan for life’s What If’s? Get tools to help you or a loved one prepare.
On Oct. 22, 6:30 p.m. Next Community Church is hosting A Lifetime Gift, a live interactive webinar with Certified Celebrant Shelly Halverson and local host Amanda Schulenberg of Thrivent.
Halverson will share her experiences and insights, as well as her research and training as a Certified Celebrant. She’ll walk you through a comprehensive resource book that includes checklists, needed documents and information, final wishes, and personal instructions. It’s a gift for you and your loved ones, providing guidance, comfort, and reassurance at a critical time.
This free workshop is open to ALL ages and stages – whether you are getting your own affairs in order or caring for loved ones.
Registration is required no later than Oct 14th to ensure we have a workbook for you at the event!
No products will be sold. For more information visit Thrivent.com/social.
Questions? Please contact Cheryl Berry at 215-368-4888 or Cheryl.berry@thrivent.com. Shelly Halverson is not affiliated or endorsed by Thrivent. For more information visit Thrivent.com/social.
Sip, Savor & Support | Karamoor Estate Winery
Sip, Savor & Support | Karamoor Estate Winery
link
89348
RegisterSip a sampling of Karamoor's award-winning wines while you Savor snacks from a delicious cheese and charcuterie board. For smiles, we'll test your knowledge of Thrivent, wine and a few basic financial facts as part of a fun trivia contest. Arrive at 5:30 p.m. for a group tour of Karamoor's wine production facilities before we enjoy food and fellowship.
And we invite you to Support our evening's featured nonprofit, Liberty Lutheran, which provides senior programs and housing along with congregational services and disaster relief programs. Please consider bringing a one of these cleaning supplies distributed in post-disaster clean-up kits:
- sponges (large or kitchen-sized), or
- scrub brush (with or without handle), or
- liquid disinfectant dish soap (16-34 oz bottle), or
- liquid laundry detergent (25 oz, or 32-64 oz size).
Invite friends to join us for the evening! But seating is limited, so please RSVP by October 17!
All guests must be 21 years or older to attend. Please note the main event will be held on the 2nd floor with stair-only access.
No products will be sold at this event. For additional disclosures, see Thrivent.com/social.
Maximizing Social Security Benefits with Mary Beth Franklin
Maximizing Social Security Benefits with Mary Beth Franklin
link
88233
RegisterKnowing When to Claim May Boost Your Benefits
Tuesday, October 29 at 1:00 PM EST
Tuesday, October 29 at 9:30 PM EST
While Social Security is the foundation of retirement income, it may replace only about 40% of your pre-retirement paycheck. Learn the impact of eligibility requirements on your monthly benefit and discover the importance of creating a strategy that's right for you.
Join us Oct. 29th for Maximizing Social Security with expert Mary Beth Franklin. When it comes to claiming benefits, your age, marital status and work history can make a big difference.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
Market and Economic Update
Market and Economic Update
link
88205
RegisterAre the current markets making you wonder how to best navigate your financial strategy?
Join us on Tuesday, November 19 at 12:30 PM for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you.
Thrivent’s top investment leaders will share insights and guidance on:
- The health of today's economy.
- Inflation and interest rates.
- Factors influencing growth at large public companies.
- Market implications of current global geopolitical events.
And get answers to your questions during a live Q&A.
Save your spot today!
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/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 BrokerCheck for more information about our financial advisors.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. No products will be sold.
Medicare Basics, Presented by Anthony Spangler, Financial Consultant
Medicare Basics, Presented by Anthony Spangler, Financial Consultant
88656
RegisterMonday November 11th at 6:30 PM
Wednesday November 20th at 6:30 PM
Enrolling in Medicare can feel like working on a puzzle with no border pieces.
It’s hard to know where to start! That’s why I am hosting free local educational seminars where you can learn about Medicare and find answers to your questions.
You’ll learn:
• An overview of Medicare and options.
• Key points to consider with each plan.
• When and how to enroll.
Let us help you understand how Medicare fits in with the other pieces of your retirement strategy.
No products will be sold. This is a solicitation for insurance. A licensed insurance agent/producer of Thrivent may contact you. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Not available in all states. 34937FB R7-23
No products will be sold.