Retirement can feel like it’s a lifetime away—until suddenly it’s not.
Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement.
Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin
When should you get life insurance?Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step. ⬇️
Medicare Basics, Presented by Anthony Spangler, Financial Consultant
In Person at the Lansdale Office:
601B Bethlehem Pike Suite 400, Montgomeryville, PA 18936
Tuesday November 11th at 6:30 PM
Thursday 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.
RSVP: cheryl.berry@thrivent.com or 215-361-2810
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
Do you need life insurance? Questions to ask yourself & your familyWondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇
Together, we can make sure your family is covered for the future.
What you need to know about legacy planning & how to get startedWhy is legacy planning important? Because it gives you the chance to make a lasting impact—supporting the people and causes you care about, while staying in control over who receives what, when and how. Here are a few things to keep in mind as you begin. ↓
The benefits of life insurance: What you need to knowThere are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? Let's set up time to talk more about your life insurance options.
How to invest during a market downturnWondering if and how your investment portfolio needs to change during market downturn? While it’s important to not derail your longer-term investing goals by making large changes to your investment mix, there are investment options you can consider that tend to hold up even in downward economic times. ⬇️
Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
Join us for a watch party! We will
be watching Thrivent’s Economic Update that is
produced quarterly.
Thrivent’s top asset managers & leaders will share
insights and guidance on:
-The health of today’s economic landscape
-Implications of current political events
-Answering questions during a live Q&A
Thursday Oct. 23rd at 6:00 pm
601B Bethlehem Pike Suite 400, Montgomeryville
Food and refreshments will be provided.
Feel free to invite anyone you think may be
interested in this event.
RSVP to: Cheryl.berry@thrivent.com/ 215-362-3801
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.
The 3 advantages of life insurance for childrenDid you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are 3 reasons to insure them now. ⬇️
Wealth transfer strategies: How to leave assets to your loved onesPassing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
Life insurance | ThriventWho do you want to provide for today and tomorrow? Having the right amount of coverage and type of life insurance for your situation can make all the difference, when the unexpected happens.
Learn more about Thrivent’s insurance solutions. ⬇️
Medicare Basics, Presented by Anthony Spangler, Financial Consultant
In Person at the Lansdale Office:
601B Bethlehem Pike Suite 400, Montgomeryville, PA 18936
Tuesday November 11th at 6:30 PM
Thursday 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.
RSVP: cheryl.berry@thrivent.com or 215-361-2810
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
4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentalsThrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.
Join us for a watch party! We will
be watching Thrivent’s Economic Update that is
produced quarterly.
Thrivent’s top asset managers & leaders will share
insights and guidance on:
-The health of today’s economic landscape
-Implications of current political events
-Answering questions during a live Q&A
Thursday Oct. 23rd at 6:00 pm
601B Bethlehem Pike Suite 400, Montgomeryville
Food and refreshments will be provided.
Feel free to invite anyone you think may be
interested in this event.
RSVP to: Cheryl.berry@thrivent.com/ 215-362-3801
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.
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
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.
Investing basics: The complete guide for beginnersInvesting may seem complex, but learning the basics can help prepare you to take the next step. From terminology 101 to learning how to assess your risk tolerance, this guide will help give you a foundational understanding of investing.
If you’d like to align your investments with your financial goals, let’s set up a meeting.
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
