4 Money Moves to Make Now in Appleton, WI - Apex Financial Group, Financial Advisors

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4 Money Moves to Make Now

Location: Trinity Lutheran Church - Large Fellowship Hall

Date: 2025-03-15T16:00:00

If you are just getting started, understanding why you’re

making certain money moves can help you set goals and

accomplish them. Financial Foundations: Your Blueprint to

Thrive will explore what you can do to help build a stable

financial future – and be prepared to handle financial

setbacks.

• Discover what’s behind the money decisions you

make.

• Get tools to pay debts, manage expenses and save

money.

• Learn how to protect your biggest asset.

This session is hosted by Michelle Yaniskivis, RICPr, CLTCr.

Intended for congregants and others who want to lay a strong foundation.

No products will be sold

No products will be sold.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available 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. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.

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