It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup.
Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing.
👉 If you’d like personalized guidance, let’s connect.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
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. ⬇️
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
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.
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
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 checkupDoes your life insurance still fit your life? A lot can change over time. Here’s when to consider a review and what it could uncover. ⬇️
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
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
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. ↓
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.
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
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.
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.
Thrivent ranked among Barron’s Best Fund FamiliesThrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2024. Learn more about this ranking. 👇
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
