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


As the year starts to wrap up, check in with your career goals! 💼 If you’re looking to make a change, consider the Thrivent financial advisor career, which offers unlimited earning potential, industry leading benefits and support to help you thrive: thriventcareers.com/3C6gSB5

As the year starts to wrap up, check in with your career goals! 💼 If you’re looking to make a change, consider the Thrivent financial advisor career, which offers unlimited earning potential, industry leading benefits and support to help you thrive: thriventcareers.com/3C6gSB5


Savvy Social Security 6:30PM Sept. 15th at Calvary Church: 820 Route 113, Souderton, PA 18964 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, Amanda Schulenberg, Rebecca Wise, Bridgit Holly, Ryan Rapp, Cheryl Berry, and Kay DeMito 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. RSVP: Call 215-361-2810 or email Cheryl.berry@thrivent.com

Savvy Social Security 6:30PM Sept. 15th at Calvary Church: 820 Route 113, Souderton, PA 18964 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, Amanda Schulenberg, Rebecca Wise, Bridgit Holly, Ryan Rapp, Cheryl Berry, and Kay DeMito 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. RSVP: Call 215-361-2810 or email Cheryl.berry@thrivent.com


A Lifetime Gift with Shelly Halverson What no one wants to discuss could be the best present ever. We plan for weddings, college, vacation and retirement. Why is it so hard to plan for death? A Lifetime Gift is for anyone who wants tools to help you talk to loved ones and prepare. Certified Celebrant Shelly Halverson offers conversation starters and a practical checklist with encouraging instructions. Tuesday, October 7, 2025 6:30 p.m. Little Zion Lutheran Church 267 Morwood Road Telford PA Registration deadline is September 22nd to ensure you receive a workbook. Refreshments will be served. RSVP with this link: https://www.eventbrite.com/e/shelly-halverson-a-lifetime-gift-watch-party-at-little-zion-church-tickets-1640180587289?aff=Amanda No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Shelly Halverson are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.

A Lifetime Gift with Shelly Halverson What no one wants to discuss could be the best present ever. We plan for weddings, college, vacation and retirement. Why is it so hard to plan for death? A Lifetime Gift is for anyone who wants tools to help you talk to loved ones and prepare. Certified Celebrant Shelly Halverson offers conversation starters and a practical checklist with encouraging instructions. Tuesday, October 7, 2025 6:30 p.m. Little Zion Lutheran Church 267 Morwood Road Telford PA Registration deadline is September 22nd to ensure you receive a workbook. Refreshments will be served. RSVP with this link: https://www.eventbrite.com/e/shelly-halverson-a-lifetime-gift-watch-party-at-little-zion-church-tickets-1640180587289?aff=Amanda No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Shelly Halverson are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.


Savvy Social Security 6:30PM Sept. 15th at Calvary Church: 820 Route 113, Souderton, PA 18964 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, Amanda Schulenberg, Rebecca Wise, Bridgit Holly, Ryan Rapp, Cheryl Berry, and Kay DeMito 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. RSVP: Call 215-361-2810 or email Cheryl.berry@thrivent.com

Savvy Social Security 6:30PM Sept. 15th at Calvary Church: 820 Route 113, Souderton, PA 18964 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, Amanda Schulenberg, Rebecca Wise, Bridgit Holly, Ryan Rapp, Cheryl Berry, and Kay DeMito 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. RSVP: Call 215-361-2810 or email Cheryl.berry@thrivent.com


Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA


Savvy Social Security 6:30PM Sept. 15th at Calvary Church: 820 Route 113, Souderton, PA 18964 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, Amanda Schulenberg, Rebecca Wise, Bridgit Holly, Ryan Rapp, Cheryl Berry, and Kay DeMito 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. RSVP: Call 215-361-2810 or email Cheryl.berry@thrivent.com

Savvy Social Security 6:30PM Sept. 15th at Calvary Church: 820 Route 113, Souderton, PA 18964 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, Amanda Schulenberg, Rebecca Wise, Bridgit Holly, Ryan Rapp, Cheryl Berry, and Kay DeMito 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. RSVP: Call 215-361-2810 or email Cheryl.berry@thrivent.com


Investing for retirement can feel overwhelming. No matter where you are on your journey, the key is to be consistent and stick with it. A strong retirement investment strategy includes: ✔️ Portfolio diversification ✔️ Understanding your risk tolerance and adjusting over time ✔️ Investing in tax-advantaged accounts like IRAs and 401(k)s Learn more about investing for retirement: https://bit.ly/4iYmfCX

Investing for retirement can feel overwhelming. No matter where you are on your journey, the key is to be consistent and stick with it. A strong retirement investment strategy includes: ✔️ Portfolio diversification ✔️ Understanding your risk tolerance and adjusting over time ✔️ Investing in tax-advantaged accounts like IRAs and 401(k)s Learn more about investing for retirement: https://bit.ly/4iYmfCX