Retirement & Estate Strategies in Thousand Oaks, CA - Coastal Wealth Advisors, Financial Advisors

Skip to main content

Coastal Wealth Advisors

MyThrivent
BrokerCheck

Home
About us
Our solutions
Events
Resources
Location

Facebook

Coastal Wealth Advisors

Home
About us
Our solutions
Events
Resources
Location

Contact MyThrivent BrokerCheck

Home
Events

Home
...

Retirement & Estate Strategies

Location: Zoom

Date: 2025-11-12T01:30:00

Planning for retirement doesn’t have to feel overwhelming. Whether it’s just around the corner or still years away, the choices you make today can help your savings go the distance.

Since joining Thrivent Financial in 1983, he has been dedicated to helping individuals and families create personalized strategies that reflect their goals and values.

As part of a collaborative team of financial professionals, Don combines personal, one-on-one guidance with the depth of resources and expertise available through Thrivent. This approach ensures each client receives a customized plan designed to build confidence, stability, and generosity in their financial life.

Thrivent Financial has served Christians for more than a century, helping members make wise money decisions and live generously through faith-aligned financial guidance.

In this engaging workshop, you’ll discover practical strategies to help protect and extend your nest egg, while walking away with helpful tools and resources to guide your journey. You’ll also have the chance to explore next steps with a Thrivent financial advisor—ensuring your retirement plan is tailored to your unique goals and dreams.

No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. 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. For more information visit Thrivent.com/social. 7289030.1

How can you register for this event?

You can register to the event at this link https://thrivent.zoom.us/webinar/register/WN_C0HosCtlTOejjC-yLQVc7w#/registration

No products will be sold.

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.

Thrivent financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity.

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 BrokerCheck for more information about our financial advisors.

Facebook