Events
2025-10-08T22:30:00
Social Security: Timing is Everything - Appleton
As you approach retirement, thinking about Social Security can be confusing. Making the most of your benefits has a lot to do with when you apply. Attend Social Security: Timing Is Everything to get answers to your questions and start making a plan for what Social Security can mean for you.
- When should I apply for Social Security?
- How can I maximize my benefits?
- How will this affect my spouse?
Schedule
5:30 p.m. - Doors open, buffet dinner provided
6:00 p.m. - Opening remarks followed by presentation
7:15 p.m. - Conclusion and Q&A
Watch a short clip to learn more about what will be covered in this workshop.
View here: https://video.thrivent.com/view/XiEVczgY9aSNpNAfE0GhXP
No products will be sold. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. 27878F R7-24 This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients.
2025-10-09T16:30:00
Do One Thing Different® - Omro
What are your money challenges? Sometimes the hardest part of making progress with your money is knowing where to start. At Do One Thing Different®️, gain
insights that will inspire you to change how you look at basic financial tools like saving, budgeting and protecting your assets. Discover how your values affect
money decisions you face.
• Learn the importance of protecting your most valuable
asset.
• Explore your values and how they affect how you
spend and save.
• Gain perspective on saving for— and managing your
assets in— retirement.
Hosted by Apex Financial Advisors Dustin Gubin and Connor Zilisch.
Lunch will be served.
Please RSVP by clicking the button below or by emailing ApexMarketing@Thrivent.com by October 6, 2025. Questions? Call 920-320-1907.
As we approach the season of giving, we’d like to add a generosity component to this event to help support the OACC and their baking programs. Please consider bringing raw baking materials to donate.
Wish list:
- sugar - white, brown, and powdered
- salt
- baking powder and baking soda
- vanilla
- all purpose flour and bread flour
- cornmeal
- butter
- shortening and vegetable oil
- cocoa powder
- cream of tartar
No products will be sold
2025-10-15T22:30:00
5 Phases of an IRA Appleton FULL
THIS EVENT IS FULL - PLEASE CALL 920-320-1906 TO DISCUSS FURTHER.
Do you know the five phases of your
retirement?
Attend this event if you’re about to shift from saving and
investing to spending your money in retirement – and paying
taxes on it. It takes planning to grow, spend and give more of
your wealth. At Five Phases of an IRA you will discover
strategies for reducing the taxes you and your heirs could pay.
• How the 5 phases of an IRA relate to stages of your
retirement.
• How time can have a great impact on tax-deferred
retirement accounts.
• Strategies for reducing the taxes you and your heirs
could pay.
This session is hosted by Apex Financial Group and presented by Timothy Lukasik, Regional Business Development Consultant with Thrivent.
Dinner & drinks will be provided. Beer tasting will be available.
Reserve a spot for you and a friend or family member by 10/1.
Questions? Call 920-320-1907.
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.
2025-10-30T22:30:00
Economic Update Appleton
Wondering how your financial situation relates to what’s
happening on Wall Street? Learn Thrivent’s perspective on the
markets and economy. If you’re curious about market
fluctuations, interest rates and economic uncertainty, this
Economic Update event can help you invest with greater
confidence.
• How should I react to economic headlines?
• How have fiscal measures changed in the past
quarter?
• How often should I review my investment strategy?
This session is hosted by Apex Financial Group. Presented
by Blaine Gundershaug, a Regional Investment Consultant
with Thrivent Asset Management.
RSVP by 10/15/25
Dinner will be served.
Not all team members may be appropriately licensed to provide all products and services or licensed to do business 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 Financial for Lutherans. Registered representative of Thrivent Investment Management Inc.
Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.
No products will be sold
2025-10-31T00:30:00
Social Security: Timing is Everything - FDL
As you approach retirement, thinking about Social Security can be confusing. Making the most of your benefits has a lot to do with when you apply. Attend Social Security: Timing Is Everything to get answers to your questions and start making a plan for what Social Security can mean for you.
- When should I apply for Social Security?
- How can I maximize my benefits?
- How will this affect my spouse?
Schedule
5:30 p.m. - Doors open, buffet dinner provided
6:00 p.m. - Opening remarks followed by presentation
7:15 p.m. - Conclusion and Q&A
No products will be sold. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. 27878F R7-24 This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients.
No products will be sold.