News and Insights
As you plan ahead for retirement, don’t forget to consider long-term care costs, which could include in-home care or assisted living. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/3C7YJTo
Happy 4th of July! Today, we celebrate freedom, unity, and the spirit of our nation. Wishing everyone a safe, joyful, and meaningful Independence Day!
We'd love for you to join Orange County Mayor Jerry L. Demings, District 4 Commissioner Maribel Gomez Cordero and the Environmental Protection Division on July 7 at 9 a.m. for the grand reopening of the Back to Nature Wildlife Refuge. We are so excited for this as Back to Nature has been working hard on renovating!
No products will be sold during this event.
Join us for a fun and meaningful evening at the Holiday Inn Biltmore West on Friday, June 13th, starting at 4:00 PM!
We’re excited to partner with the incredible nonprofit Operation Gateway for this special event. Come enjoy delicious food and drinks, hear inspiring success stories, and learn more about the life-changing work Operation Gateway is doing in our community.
Plus, don’t miss out on lively games of Bingo — with chances to win awesome merch from Thrivent and Operation Gateway!
We encourage you to bring friends, make some new ones, and be part of something impactful. We can't wait to see you there!
This event is 18 and up only.
Please RSVP by Friday, June 6th using this link: https://www.eventbrite.com/e/bingo-for-impact-a-night-with-operation-gateway-tickets-1376212561819?aff=socials
No products will be sold.
Join us for a fun and meaningful evening at the Holiday Inn Biltmore West on Friday, June 13th, starting at 4:00 PM!
We’re excited to partner with the incredible nonprofit Operation Gateway for this special event. Come enjoy delicious food and drinks, hear inspiring success stories, and learn more about the life-changing work Operation Gateway is doing in our community.
Plus, don’t miss out on lively games of Bingo — with chances to win awesome merch from Thrivent and Operation Gateway!
We encourage you to bring friends, make some new ones, and be part of something impactful. We can't wait to see you there!
This event is 18 and up only.
Please RSVP by Friday, June 6th using this link: https://www.eventbrite.com/e/bingo-for-impact-a-night-with-operation-gateway-tickets-1376212561819?aff=socials
No products will be sold.
Join us for a fun and meaningful evening at the Holiday Inn Biltmore West on Friday, June 13th, starting at 4:00 PM!
We’re excited to partner with the incredible nonprofit Operation Gateway for this special event. Come enjoy delicious food and drinks, hear inspiring success stories, and learn more about the life-changing work Operation Gateway is doing in our community.
Plus, don’t miss out on lively games of Bingo — with chances to win awesome merch from Thrivent and Operation Gateway!
We encourage you to bring friends, make some new ones, and be part of something impactful. We can't wait to see you there!
This event is 18 and up only.
Please RSVP by Friday, June 6th using this link: https://www.eventbrite.com/e/bingo-for-impact-a-night-with-operation-gateway-tickets-1376212561819?aff=socials
No products will be sold.
S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable Outlook
Proud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️
Here are questions to consider when investing:
✔️ What are your financial goals?
✔️ How much can you afford to invest?
✔️ What is your risk tolerance?
✔️ How can you help ensure your portfolio is diversified for long-term growth?
Understanding your financial goals and preferences can inform your strategy. Let’s set up time to discuss your investing goals and what you can do to reach them.
See thrivent.com/social for important disclosures.
We are honored to receive the 2024 Voices in Philanthropy recognition from Thrivent Charitable. Thank you to our clients who live out their values by creating the change in their communities and the world that matters most to them.
Join us in reading the full news article, announcing this year’s honorees: thriventcharitable.com/2024-VIPs.
For important disclosures see thriventcharitable.com/social.
How the cash value of life insurance works
Your life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home. Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.
Our office also hosted a brunch and had Brittney Cooper and Erin Long present "Women, Wealth, and Wisdom" this past Saturday for International Women's Day.
It was so great to get these wonderful women together and empower each other to continue to succeed every day in life! Thank you to everyone who was able to join and we missed those who couldn't make it!
No products were sold at this event. For additional information, please see thrivent.com/disclosures
Our office hosted a Five Phases of an IRA event, which was presented by, Tim Lukasik. We enjoyed charcuterie boards crafted by Emily and getting together with our clients to enjoy this time. We are excited to host more events like this!
No products were sold during this event. See thrivent.com/disclosures for more detail.