Events
2025-05-07T16:30:00
A Guide to the Markets - Appleton
Join us for a special investment presentation hosted by Wealth Advisor Ryan M.
Paape of Apex Financial Group. Guest speaker Matthew Smith, external wholesaler and client advisor for J.P. Morgan Asset Management, will present A Guide to the Markets, which will cover:
• Current market and economic indicators.
• Investing principles.
• Time, diversification and volatility of returns.
Please note that there are 2 identical events, different locations/times. Feel free to invite anyone you think may be interested. Registration required. Meals will be provided. Questions? Please call us at 920-320-1907 or email ApexMarketing@Thrivent.com.
No products will be sold.
Matthew Smith, external wholesaler and client advisor for J.P. Morgan Asset Management, is not affiliated with or endorsed by Thrivent. The views
expressed in this presentation by Matthew Smith are his own and not necessarily those of Thrivent or its affiliates.
2025-05-07T22:30:00
A Guide to the Markets - Fond Du Lac
Join us for a special investment presentation hosted by Wealth Advisor Ryan M.
Paape of Apex Financial Group. Guest speaker Matthew Smith, external wholesaler and client advisor for J.P. Morgan Asset Management, will present A Guide to the Markets, which will cover:
• Current market and economic indicators.
• Investing principles.
• Time, diversification and volatility of returns.
Please note that there are 2 identical events, different locations/times. Feel free to invite anyone you think may be interested. Registration required. Meals will be provided. Questions? Please call us at 920-320-1907 or email ApexMarketing@Thrivent.com.
No products will be sold.
Matthew Smith, external wholesaler and client advisor for J.P. Morgan Asset Management, is not affiliated with or endorsed by Thrivent. The views
expressed in this presentation by Matthew Smith are his own and not necessarily those of Thrivent or its affiliates.
2025-05-13T22:00:00
Estate Preservation for the Next Generation Webinar Watch Party - Appleton
We are committed to helping you plan for your future—and the future of those that you care most about. Better prepare yourself for the “what-ifs” in life by joining us as we address:
• Essential estate preservation documents you should have.
• What is the purpose of a will?
• Estate taxes and annual gifting limits.
• What is the probate process?
• Advantages of naming beneficiaries on your accounts.
• The Secure Act 2.0 and how it impacts your family.
• Concerns about how to protect your assets.
• Long-term care: Costs and options.
• Effects of income taxation upon death.
This educational event is designed for members and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend.
Schedule:
5:00 p.m. Buffet upon arrival
6:00 p.m. Exclusive webinar viewing
Local financial advisors will be on hand to answer any questions.
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.
Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 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. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.
2025-05-14T00:00:00
Living a Long Life, Planning for Longevity Workshop
Are you ready to make a strategy for living life on your terms? Attend our free workshop, Living a Long Life, Planning for Longevity. Hosted by Apex Financial Group, the hour-long event features David Wolf, CLTC, president of AgingPlan, a firm that specializes in long-term care planning. You’ll learn how to help protect your retirement income, preserve your independence, and prepare for a long life.
Register today for either day this webinar is offered. May 13th or 15th, at 7PM.
David Wolf is not affiliated with or endorsed by Thrivent. The views expressed are his own and not necessarily those of Thrivent or its affiliates.
No products will be sold. A licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.
Long-term care insurance may not cover all of the costs associated with long-term care. The contract has exclusions, limitations, and terms under which the benefits may be reduced, or the contract may be discontinued. For costs and complete details of coverage, contact your licensed insurance agent/producer.
THRIVENT IS THE MARKETING NAME FOR THRIVENT FINANCIAL FOR LUTHERANS. Insurance products issued by Thrivent, Appleton, WI. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.
ICC23 29386FB R7-23
No products will be sold.