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Events

Savvy Tax Strategies

Online Event

Tuesday, June 10 at 1 p.m.

Tuesday, June 10 at 7:30 p.m.


Fact #1: Taxes can be complicated.

Fact #2: No one wants to pay more than their fair share.


Join us for this virtual workshop, Savvy Tax Strategies. When it comes to taxes and your retirement, a little knowledge can go a long way - and maybe even help you save more of your hard-earned money. Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy.


No products will be sold. See thrivent.com/social for additional disclosures.

Savvy Social Security

Online Event

Tuesday, June 24 at 1 p.m.

Tuesday, June 24 at 7:30 p.m.


When should I file for Social Security benefits?

Will I pay taxes on my Social Security benefits?

If I file and continue to work, how will my benefits be affected?


When it comes to Social Security and your retirement, a little knowledge can go a long way. Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits.


No products will be sold. See thrivent.com/social for additional disclosures.

Thrivent Family Fun Day at Kings Island

-
Kings Island 6300 Kings Island Dr, Mason, OH 45040

During this Thrivent Family Fun Day at Kings Island, clients and potential clients will have an opportunity to gather at the Picnic Grove to enjoy lunch alongside other Thrivent Members and participate in a generosity activity. This event includes a single day admission ticket, the opportunity to gather at the Picnic Grove to enjoy lunch alongside other Thrivent Members and participate in a generosity activity, along with a complimentary parking pass.


The Thrivent Family Fun Day will be presented, led and executed by the Ohio Valley Thrivent Member Network.


No products will be sold at this event. For more information check Thrivent.com/social

Q3 Market & Economic Update presented by Thrivent Leaders

VIRTUAL

Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you.


No products will be sold. See Thrivent.com/social

Key Milestones on Your Journey to an Empowered Retirement with Heather Schreiber

-
VIRTUAL - 3 SESSIONS

In her dynamic presentation, Heather Schreiber starts with a thought-provoking question: How do you envision your retirement? Understanding that answers can range from uncertainty to confidence, she explores how the American retirement system has evolved—from traditional pension plans to predominantly defined contribution plans. Heather’s approach is both practical and forward-thinking. She outlines actionable steps for pre-retirees and retirees to take control of their financial destiny. Whether you're age 50 and ready to leverage catch-up provisions or are navigating retirement beyond age 73 with Required Minimum Distributions (RMDs), Heather provides clear, strategic guidance for each stage of retirement planning. Throughout her presentation, Heather emphasizes the importance of working with trusted financial advisors to ensure you stay on track. With Heather’s expertise, you’ll gain the knowledge and confidence to navigate the path to a secure and self-reliant retirement.


3 SESSIONS

• Tuesday, August 19 at 1:00 p.m.

• Tuesday, August 19 at 8:30 p.m.

• Wednesday, August 20 at 9:30 p.m.



No Products will be sold. See Thrivent.com/Social

21st Century Medicare

-
Virtual Workshop: 1PM & 7:30PM

How to Avoid Confusion About Medicare 


If you're confused about Medicare, join the crowd, and discover ways to make plan decisions that are best for you. Medicare Coach Emily Gang offers an overview of Medicare and suggestions for choosing your plan and saving money once you're enrolled. 


2 Workshop Times: Sept 16th: 1PM & 7:30PM


No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.

Q4 Market & Economic Update presented by Thrivent Leaders

VIRTUAL

Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you.


No products will be sold. See Thrivent.com/social.

Navigating Decisions for Retirement Success You with Dr. Wade Pfau

-
VIRTUAL: 3 Sessions

Dr. Wade Pfau, a trusted expert with Thrivent audiences, returns to guide pre-retirees and retirees in answering key questions about how to optimize their retirement income based on their unique financial style. This relaxed, conversational event will feature Dr. Pfau alongside Thrivent's Adam Jorgenson. Together, they will explore Dr. Pfau’s Retirement Income Style Awareness (RISATM) survey and encourage attendees to use it to help them understand their personal retirement income preferences.


*** 3 SESSIONS ***

November 4th @ 1:00 PM

November 4th @ 8:30 PM

November 5th @ 9:30 PM


No products will be sold. See Thrivent.com/social

Savvy Tax Strategies

Savvy Tax Strategies

Online Event

link

95240

Register

Tuesday, June 10 at 1 p.m.

Tuesday, June 10 at 7:30 p.m.


Fact #1: Taxes can be complicated.

Fact #2: No one wants to pay more than their fair share.


Join us for this virtual workshop, Savvy Tax Strategies. When it comes to taxes and your retirement, a little knowledge can go a long way - and maybe even help you save more of your hard-earned money. Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy.


No products will be sold. See thrivent.com/social for additional disclosures.

Savvy Social Security

Savvy Social Security

Online Event

link

95323

Register

Tuesday, June 24 at 1 p.m.

Tuesday, June 24 at 7:30 p.m.


When should I file for Social Security benefits?

Will I pay taxes on my Social Security benefits?

If I file and continue to work, how will my benefits be affected?


When it comes to Social Security and your retirement, a little knowledge can go a long way. Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits.


No products will be sold. See thrivent.com/social for additional disclosures.

Thrivent Family Fun Day at Kings Island

Thrivent Family Fun Day at Kings Island

Kings Island 6300 Kings Island Dr, Mason, OH 45040

link

93155

Register

During this Thrivent Family Fun Day at Kings Island, clients and potential clients will have an opportunity to gather at the Picnic Grove to enjoy lunch alongside other Thrivent Members and participate in a generosity activity. This event includes a single day admission ticket, the opportunity to gather at the Picnic Grove to enjoy lunch alongside other Thrivent Members and participate in a generosity activity, along with a complimentary parking pass.


The Thrivent Family Fun Day will be presented, led and executed by the Ohio Valley Thrivent Member Network.


No products will be sold at this event. For more information check Thrivent.com/social

Q3 Market & Economic Update presented by Thrivent Leaders

Q3 Market & Economic Update presented by Thrivent Leaders

VIRTUAL

link

93159

Register

Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you.


No products will be sold. See Thrivent.com/social

Key Milestones on Your Journey to an Empowered Retirement with Heather Schreiber

Key Milestones on Your Journey to an Empowered Retirement with Heather Schreiber

VIRTUAL - 3 SESSIONS

link

93161

Register

In her dynamic presentation, Heather Schreiber starts with a thought-provoking question: How do you envision your retirement? Understanding that answers can range from uncertainty to confidence, she explores how the American retirement system has evolved—from traditional pension plans to predominantly defined contribution plans. Heather’s approach is both practical and forward-thinking. She outlines actionable steps for pre-retirees and retirees to take control of their financial destiny. Whether you're age 50 and ready to leverage catch-up provisions or are navigating retirement beyond age 73 with Required Minimum Distributions (RMDs), Heather provides clear, strategic guidance for each stage of retirement planning. Throughout her presentation, Heather emphasizes the importance of working with trusted financial advisors to ensure you stay on track. With Heather’s expertise, you’ll gain the knowledge and confidence to navigate the path to a secure and self-reliant retirement.


3 SESSIONS

• Tuesday, August 19 at 1:00 p.m.

• Tuesday, August 19 at 8:30 p.m.

• Wednesday, August 20 at 9:30 p.m.



No Products will be sold. See Thrivent.com/Social

21st Century Medicare

21st Century Medicare

Virtual Workshop: 1PM & 7:30PM

link

94940

Register

How to Avoid Confusion About Medicare 


If you're confused about Medicare, join the crowd, and discover ways to make plan decisions that are best for you. Medicare Coach Emily Gang offers an overview of Medicare and suggestions for choosing your plan and saving money once you're enrolled. 


2 Workshop Times: Sept 16th: 1PM & 7:30PM


No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.

Q4 Market & Economic Update presented by Thrivent Leaders

Q4 Market & Economic Update presented by Thrivent Leaders

VIRTUAL

link

93158

Register

Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you.


No products will be sold. See Thrivent.com/social.

Navigating Decisions for Retirement Success You with Dr. Wade Pfau

Navigating Decisions for Retirement Success You with Dr. Wade Pfau

VIRTUAL: 3 Sessions

link

93157

Register

Dr. Wade Pfau, a trusted expert with Thrivent audiences, returns to guide pre-retirees and retirees in answering key questions about how to optimize their retirement income based on their unique financial style. This relaxed, conversational event will feature Dr. Pfau alongside Thrivent's Adam Jorgenson. Together, they will explore Dr. Pfau’s Retirement Income Style Awareness (RISATM) survey and encourage attendees to use it to help them understand their personal retirement income preferences.


*** 3 SESSIONS ***

November 4th @ 1:00 PM

November 4th @ 8:30 PM

November 5th @ 9:30 PM


No products will be sold. See Thrivent.com/social

No products will be sold.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

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 Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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