Financial News and Articles with Annie DeLuca in Canton GA

Insights

Our client appreciation event was an incredible evening filled with laughter, connection, and holiday cheer. It’s clear this may need to become an annual tradition! To all who joined us, thank you for making this celebration so special. Here’s to many more! 🎄✨

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He doesn’t join me for every community event, but when he does… he walks away a winner! My fiancé Sean was my date for the C5 Georgia Bourbon & Wine Event last week and managed to win a golf-themed raffle prize. I guess that made being my plus-one worth it! 🥃🍷⛳ Love supporting great causes and connecting with our community. Huge thanks to C5 Georgia for an incredible evening!

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What will you do in retirement? Hopefully not just sitting around doing puzzles… In all seriousness, we sent beautiful fall-themed puzzles out to some of our clients a few months ago as a token of our appreciation, and to give them something to do when the weather turns! Thankfully my dad has other hobbies in his retirement but he did take the time to get this photo doing the puzzle! ❤️

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Thanksgiving cards coming soon! So grateful for this beautiful season of reflection and connection. The holidays remind me how much there is to appreciate…family, friends, and the moments that make life meaningful. 💛

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Yesterday was a gorgeous day on the course for Thrivent’s 2nd Annual Atlanta Golf Cup 🏆 with my client Phil, and some of his best golf buddies. Thank you to the Manor Golf and Country Club for hosting! ⛳

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Happy Birthday to the best assistant, Virginia! Thank you for all you do. 🤍

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Thrivent has officially arrived in Canton! ❤️ This morning, I had the honor of hosting a ribbon cutting ceremony with the Cherokee Chamber of Commerce to celebrate the grand opening of my brand new office at Thrive Coworking at the Mill. A huge thank you to the Chamber and everyone who came out to support me. I’m excited to serve the Canton community and look forward to all that’s ahead!

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I’m beyond grateful to have been recognized today as one of the Top 10 in 10 Young Professionals Under 40 by the Cherokee Chamber of Commerce! This recognition is a reflection of the incredible clients, mentors, and community I’m blessed to work with every day. Thank you Cherokee Chamber of Commerce, Rotary Club of Canton, and those who came to support me today, especially my dad Pat DeLuca who I continue to look up to as I grow in my career!

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Market uncertainty: Tariffs and economic policy drive volatilityUncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

Behind every C5 Georgia graduate is a story of courage, growth, and transformation. I was honored to sponsor and attend C5 Georgia’s 20th Anniversary Celebration—20 years of empowering youth and changing lives. Big thanks to my amazing client and C5 Georgia Board Chair Renee Dunmead, and her husband Steve, for introducing me to such an impactful organization. Ask me about how making a small impact in your local community can bring greater impact in the world. ♥️

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March 2024 Market Update: AI points stocks to new highsTake a look at Thrivent’s March 2024 Market Update to learn why we think February’s economic data supports a soft landing in the markets and an eventual easing of monetary policy.

One of our dearest Thrivent members passed away this month. He was 102. He was one of the surviving World War II veterans, and he will be dearly missed by his family and all the lives he impacted during his life. Not only did he outlive his life insurance policy (cashed out his death benefit at age 100), but he is leaving his son with over $300,000 in assets, as well as his home and car with little taxable impact to his son. We’re passionate about ensuring our clients outlive their assets, and live a life full of faith and gratitude. He will be dearly missed, and we are thankful his legacy lives on through his son and grandchildren.

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Something greater: Annie DeLucaGrateful for Thrivent and the opportunities they provide me as an advisor. Watch this video to see what I've been up to lately! #thrivent #livegenerously #purpose #faith #financialfreedom https://www.youtube.com/watch?v=VRuN2h6DlR4

Financial Advisor CareersDo you have a team-oriented approach and a talent for coaching others? Consider becoming a financial advisor at Thrivent where you can use these skills to help others. People from many career backgrounds have put their teamwork skills into action as financial advisors. Thrivent offers paid training, a flexible schedule and unlimited earning potential. Contact my team or visit thriventcareers.com/teamwork to learn more.

Looking for a fresh start in 2022? A rewarding career as a Thrivent financial advisor could be just what you’re seeking. You’ll get paid training, industry-leading benefits, a flexible work schedule and the satisfaction of helping clients reach their financial goals. To learn more about this opportunity, contact my team or visit thriventcareers.com/fresh-start.

What is a beneficiary?Has it been a while since you chose beneficiaries for your accounts? If it’s time to re-assess, take a moment to refresh yourself on some basic beneficiary facts. ✓

Spread generosity for the causes you care most about with a giving plan. We can help you set financial goals to find what works best for you. Learn more about the ways you can give and how we can help. https://bit.ly/3gzo3Tn

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Thrive with PurposeBe part of a growing organization that's truly unique. At Thrivent, we offer a challenging, meaningful work experience where you can make an impact in your career, reimagine financial services and help clients make the most of all they’ve been given – regardless of your role. Explore rewarding career opportunities with us: https://bit.ly/32ZrlKe

Economic Update | October 22 @ 8 p.m. Register Today | https://bit.ly/3kUvoxH It seems that there is a different financial topic in the headlines every day. Should those headlines influence your decisions around your financial strategy? Join the Thrivent Member Network for an exclusive Economic Update as we explore how to use economic data to make wise decisions about your money. No products will be sold.

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September is here, meaning Life Insurance Awareness Month has officially begun. This month, you can look forward to seeing financial tips, inspirational stories, and reminders about the importance of insuring what matters most. #LIAM20

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