Our team specializes in retirement income planning, investment management, tax efficient-financial strategies, wealth transfer strategies and generosity.
Our team specializes in retirement income planning, investment management, tax efficient-financial strategies, wealth transfer strategies and generosity.
Our solutions
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Events
2024-09-24T14:00:00
Same as Ever - Timeless Lessons on Risk, Opportunity, and Living a Good Life
Virtual / English
When planning for the future we often ask, "What will the economy be doing this time next year?" Or, "What will be different ten years from now?" Every investment plan is an informed speculation of what may happen in the future, based on a combination of past events and our own experiences.
But forecasting is hard. The important events that will shape the future are inherently unpredictable. From the author of the international blockbuster, The Psychology of Money, award-winning author Morgan Housel invites us to reverse the process and ask, "What will be the same ten years from now? What will be the same one hundred years from now?"
Through a sequence of engaging stories, Morgan will present a master class on:
- How to optimize risk and seize opportunity.
- How to navigate the uncertainty of the future.
- How to identify familiar themes and focus on what is permanently true.
By focusing on what never changes, we can more effectively predict major events, resulting in less negative ramifications and more positive outcomes to attain not just financial security, but most importantly, a fulfilling life.
No products will be sold. Morgan Housel is not affiliated with or endorsed by Thrivent. The views expressed in this presentation are his own and not necessarily those of Thrivent or its affiliates. The material presented has been obtained from sources we believe to be reliable and is current. For additional disclosures, see thrivent.com/social.
2024-10-01T16:00:00
Jeff Bush: The Washington Update
Virtual / English
How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning. Join us for The Washington Update. The changing landscape in Washington can have an impact on your retirement plans and investment decisions. Register below to attend the event; two time slots are available, 10am PT & 6:30pm PT.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
2024-10-08T14:00:00
Don't Worry, Retire Happy
Virtual / English
Is Saturday the day you set aside to play golf, spend time with your grandkids, or enjoy your hobby? In retirement, every day can be like Saturday.
Discover how to create a more secure and confident retirement that lets you fill all your Saturdays with meaning.
This educational event is presented by Thrivent and will share strategies from financial expert Tom Hegna’s book, "Don’t Worry, Retire Happy: 7 Steps to a Secure Retirement."
No products will be sold.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.
Strong and stable
We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2 million clients, as well as the communities in which they live and work.
News and insights
Basics of a financial plan: What it is & getting started
Let's pursue your financial goals, together. We can help you get started by providing insight on three important steps to establishing a financial plan. 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. Disclosures: thrivent.com/social
Office information
Operating Hours:
M – T: 8:30 a.m. – 5 p.m. Friday 8:30 am - 3 pm
Address:
201 N AlarconPrescott, AZ 86301
Operating Hours:
Meetings upon request