News and Insights
Plan with Purpose: Join us for a night of financial guidance at Waterloo First Grace Church!
Join the Capitol Region Group for an evening of insight and guidance, featuring two separate workshops presented by Financial Advisor Kathy Crager, RICP®️ and Financial Advisor Brooke Peters.
Prepare Wisely: Estate Strategy Essentials
Tuesday, July 15, 2025 at 7:00 p.m. ET
Who needs an estate plan? You. Join us for a free workshop, Prepare Wisely: Estate Strategy Essentials where you’ll learn how to use the right tools to make your wishes known about your health, end-of-life decisions and asset distribution. Your loved ones will be grateful.
Social Security: Timing Is Everything
Tuesday, July 15, 2025 at 7:00 p.m. ET
Have you wondered how you can optimize Social Security or how much you can expect to receive from other income sources? Join us next week for our free Social Security: Timing Is Everything workshop.
Guests are welcome to attend the workshop of their choice. Refreshments will be served.
Reserve your spot today! RSVP to Kelly at kelly.kelly@thrivent.com.
No products will be sold at these events. For disclosure information, see Thrivent.com/social.
At the Capitol Region Group, we’re here to help you move forward with confidence.
Take a look behind the scenes—meet the people, explore our events, and see how we help clients navigate their financial goals.
👉 Visit us online: https://bit.ly/4dJaYUU
For disclosure information, see Thrivent.com/social.
#CRGThrivent
Happy Fourth of July!
From all of us at Capitol Region Group, we wish you and your family a day filled with freedom, good health, and an abundance of love.
Have a safe and joyful celebration.
#IndependenceDay #CRGThrivent
Mark your calendar for a livestream of Thrivent’s Market & Economic Update on Tuesday, July 15 at 12:30 p.m. ET.
Hear from Thrivent’s investment leaders as they share insights on the health of today’s economy, the impact of global geopolitical events, inflation, and interest rates—and what it all means for your investments.
The more you know, the better you can plan for what’s next. Don’t miss this opportunity to stay informed.
Reserve your seat today 👉 https://bit.ly/4lc46Td
No products will be sold. See Thrivent.com/social for important disclosures.
🔶 June 28 is National Insurance Awareness Day 🔶
Today serves as a timely reminder to review your insurance coverage—whether it’s life, health, home, or auto—to ensure it aligns with your current needs and long-term goals. The right protection offers more than coverage; it provides clarity and confidence in the road ahead.
At Capitol Region Group, we’re here to help you make informed decisions that support your financial well-being. Contact our team of professionals today at (260) 450-5466.
For disclosure information, see Thrivent.com/social.
#NationalInsuranceAwarenessDay #ProtectWhatMatters #FinancialConfidence
Wealth Advisers: In Estate Planning, the End Is Just the Beginning
At the Capitol Region Group, our team of professionals is committed to serving not only as your adviser but also as your partner in the planning process—ensuring that your values are woven into every aspect of your estate plan. For disclosure information, see Thrivent.com/social.
Last chance to attend–Secure your spot today!
Savvy Social Security
Tuesday, June 24 at 1:00 & 7:30 p.m. EST
Registration: https://bit.ly/Savvy_SS
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.
With #NationalInsuranceAwarenessDay approaching on June 28, it’s a great time to check in on your insurance coverage. As life changes, your insurance needs may too. Whether it’s life, health, home, or auto coverage, making sure your policies are up to date is an important part of staying financially prepared for the road ahead.
Questions about your current coverage? Reach out to us today at (260) 450-5466—we’re ready to help you navigate your options with clarity and confidence!
For disclosure information, see Thrivent.com/social.
#InsuranceAwareness #ProtectWhatMatters #FinancialWellness #PlanWithConfidence #NationalInsuranceAwarenessDay
In observance of Juneteenth, our Thrivent offices will be closed today, Thursday, June 19. Join Capitol Region Group as we celebrate this important day—a time to reflect on freedom and renewal.
Savvy Social Security
Tuesday, June 24 at 1:00 & 7:30 p.m. EST
Register today: https://bit.ly/Savvy_SS
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.
Now Live! Capitol Region Group Financial Advisor Kathy Crager explores the vital role life insurance plays in a holistic financial strategy. In this newly released video, she highlights how the right coverage can protect your loved ones and provide lasting financial confidence.
📲 Watch the full video on our website: https://bit.ly/4lvfwkP
For disclosure information, see Thrivent.com/social.
The Capitol Region Group wishes a Happy Father’s Day to all the amazing dads!
Today, we celebrate the strength, guidance, and heart you bring to your families and communities. Thank you for the meaningful impact you make every day. Wishing you a day filled with appreciation and joy!
Thank you to all of our valued clients who attended the recent Hartford Yard Goats game! We truly appreciate the opportunity to connect and spend time together outside of the office.
A special congratulations to Kirsten Faulkner and Kurt Hassett, winners of the Yard Goats jersey raffle. We hope you enjoy your new gear and thank you again for being part of the Capitol Region Group community.
Capitol Region Group, Financial Advisors in West Hartford, CT | Thrivent
Curious about how we help clients navigate their financial journey? Take a moment to meet our team, explore upcoming events, and see how we work together to support your goals. 👉 Visit our website! https://bit.ly/4dJaYUU For disclosure information, see Thrivent.com/social. #CRGThrivent
Happy to share Thrivent has been named to the Fortune 500 list in 2025 for the 31st consecutive year! Honored to be part of an organization with a legacy of financial strength and stability, guided by purpose and good stewardship.
There’s still time to register for our upcoming online webinar—don’t miss out!
Savvy Tax Strategies
Tuesday, June 10 at 1:00 & 7:30 p.m. EST
Register today: https://bit.ly/SavvyTaxes
Fact #1: Taxes can be complicated. Fact #2: No one wants to pay more than their fair share.
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.
Celebrate National Doughnut Day with a sweet gesture! 🍩
Today isn’t just about enjoying your favorite treat—it’s a chance to spread a little joy.
Pick up a dozen and share them with:
- Local first responders
- A nonprofit or community organization you care about
- Friends, family, or anyone who could use a smile
A small act of kindness can go a long way—and it’s even better with sprinkles.
#NationalDoughnutDay #Kindness