As part of our Shred-a-Palooza Action Team activity, attendees came together to assemble 300 snack packs for the Boys and Girls Club of Washington County! 💙
The Boys & Girls Club of Washington County does incredible work by providing local youth with a safe, supportive environment where they can learn, grow, and thrive. We are honored to support their mission and the positive impact they make in our community each day!
Thank you to everyone who took part in this project and helped make a difference for local children and families!
#CORFinancialGroup #ActionTeam #CommunityImpact #BoysAndGirlsClub
What an incredible day at Shred-a-Palooza! 🎉
Thank you to everyone who joined us and helped make this community event such a success! It was wonderful connecting with so many members of our community while providing a free, secure shredding service.
A special thank you to our team, vendors, and St. John’s Lutheran Church for helping bring this event to life, as well as everyone who assembled snack packs through our Action Team activity and cast a vote for one of the incredible local charities featured at the event. Together, we were able to extend our impact beyond the shred bins and support organizations doing meaningful work throughout our community!
We look forward to future opportunities to connect, give back, and make a positive impact together! ❤️
#CORFinancialGroup #ShredAPalooza #CommunityImpact
See thrivent.com/social for important disclosures.
Happy Birthday, Nolan! 🎉
Today we’re celebrating one of our fantastic interns! Nolan plays an important role in supporting our advisors and team as we serve our clients, and we’re grateful for the positive attitude and dedication he brings each day!
When asked about his favorite part of working at COR, Nolan shared that it’s the team and clients he gets to work with every day.
Outside of the office, Nolan enjoys playing pickleball, golfing, and relaxing by a campfire. And when it comes to birthday treats, frosted brownies are at the top of his list! 🍫
Please join us in wishing Nolan a very happy birthday and a wonderful year ahead!
#CORFinancialGroup #TeamSpotlight #HappyBirthday
📣 TODAY IS THE DAY! 📣
Join us at Shred-A-Palooza for secure document shredding, an opportunity to participate in our Action Team service project, and delicious treats from local food vendors. We look forward to seeing you there!
📍 Location: 809 S 6th Ave, West Bend, WI
⏰ Time: 11:00 AM – 1:00 PM
#CORFinancialGroup #ShredAPalooza #WestBendWI #CommunityEvent
Recently, we had the opportunity to celebrate our incredible 2025 team and reflect on all that we have accomplished together!
We are deeply grateful for each team member and the unique talents, dedication, and heart they bring to our organization every day. Their commitment to serving our clients, supporting one another, and living out our mission makes a meaningful difference in the lives of so many!
As we look ahead, we are excited for the opportunities, growth, and impact still to come. Thank you to our amazing team for your passion, hard work, and unwavering commitment to those we serve. We couldn't do it without you! ❤️
#CORFinancialGroup #TeamAppreciation #ClientFocused
We’re excited to share another group of charities that will be featured at our upcoming Shred-a-Palooza event on Saturday, June 6! ❤️
These organizations are creating meaningful impact through their dedication to serving others, and we’re honored to help share their missions with our community!
Our next featured charities are:
1. Habitat for Humanity
2. Washington County Foster Closet
3. The Welcome Network
4. Senior Citizens Activities, Inc
5. Casa Guadalupe
We look forward to celebrating these amazing organizations at Shred-a-Palooza!
#CORFinancialGroup #ShredAPalooza #CharitySpotlight #CommunityImpact
See thrivent.com/social for important disclosures. No products will be sold.
As we count down to Shred-a-Palooza on Saturday, June 6, we’re excited to begin highlighting some of the incredible charities that will be featured during the event! ❤️
These organizations are making a meaningful difference in the lives of individuals and families throughout our community, and we’re honored to help shine a light on their work! Guests attending the event will have the opportunity to learn more about these organizations and support them through our charitable giving initiative.
We’re honored to feature:
1. Family Promise
2. Citizen Advocates
3. Seed of Hope
4. Friends, Inc
5. The Boys & Girls Club
Thank you for helping us celebrate the organizations that continue to bring hope and positive change to our community!
#CORFinancialGroup #ShredAPalooza #CharitySpotlight #CommunityImpact
See thrivent.com/social for important disclosures. No products will be sold.
Today, we remember and honor the brave men and women who made the ultimate sacrifice for our freedom. ❤️
Wishing everyone a meaningful Memorial Day as we reflect with gratitude and remembrance.
#CORFinancialGroup #MemorialDay #HonorAndRemember #NeverForgotten
Happy Birthday, Paige! 🎉
Today we’re celebrating someone who helps make every client experience warm and welcoming!
As part of the Client Experience Team, Paige plays an important role in supporting both clients and team members each day. Whether she’s greeting clients, answering phones, or helping things run smoothly behind the scenes, she brings thoughtfulness, attention to detail, and a caring presence to all that she does.
Paige shares that her favorite part of working at COR is the people—from the fun team she gets to work alongside to the clients she interacts with each day. She loves getting to know clients and walking alongside them as they work toward their financial goals.
Outside of the office, Paige enjoys expressing her creativity through painting and drawing, spending time reading and baking, and making memories with the people she loves.
When it comes to birthday treats, Paige says it’s hard to pick just one—but chocolate chunk brownies, chocolate chip cookies, and chocolate cake with vanilla frosting are all favorites! 🍫🎂🍪
Happy Birthday, Paige—wishing you a wonderful year ahead filled with joy, creativity, and celebration!
#CORFinancialGroup #TeamSpotlight #HappyBirthday
✨ ACTION TEAM SPOTLIGHT ✨
Join us at Shred-A-Palooza on Saturday, June 6 from 11 AM – 1 PM as our Action Team comes together to support the Boys & Girls Club of Washington County!
During the event, we will be packing snack packs to help further their mission of serving children throughout Washington County and creating opportunities for local youth to learn, grow, and thrive!
To learn more about the incredible impact the Boys & Girls Club is making in our community, click here: https://www.wcbgc.org/
Want to make an even bigger impact? 💙
Attendees are encouraged to bring individually wrapped snack donations to help us further support local children through the Boys & Girls Club!
Big impact begins with simple acts of service. ✨
#CORFinancialGroup #ActionTeamSpotlight #CommunityInAction #BoysAndGirlsClub
See thrivent.com/social for important disclosures.
Join us for the Savvy Tax Strategies workshop and start the conversation that truly matters when planning for your financial future! ❤️
With guidance from guest speaker Chris Price, you’ll gain practical insights and clear strategies to help you avoid common mistakes in your investment portfolio, healthcare planning, and estate strategies. You’ll also receive answers to key tax questions to consider before retirement, including how to help avoid the Social Security “tax trap” and more.
📅 Tuesday, June 16th
⏰ 6:00 PM CT
RSVP today at: https://bit.ly/CORTaxes
We hope you’ll join us for this important and informative session!
#CORFinancialGroup #SavvyTaxStrategies #TaxPlanning
No products will be sold. See thrivent.com/social for additional disclosures.
Graduation season is a meaningful time to give a gift that lasts well beyond the moment! 🎓
Instead of another gift card or gadget, consider giving a gift that can grow alongside their future.
A contribution to a Roth IRA can help graduates begin building strong financial habits early while benefiting from years of potential growth ahead. 🌱
Sometimes the most meaningful gifts are the ones that continue making an impact long after graduation day.
#GraduationSeason #RothIRA #FinancialWellness #WealthBuilding
See thrivent.com/social for important disclosures.
On May 9th, COR Financial Group was proud to sponsor the 17th Annual Family Promise Golf Outing, with Financial Advisor Peter Go participating in support of this meaningful event. ⛳
Family Promise continues to make a lasting impact by helping families experiencing homelessness build stability and hope within our community, and we are grateful for the opportunity to support their mission.
It was a wonderful day spent connecting with others, supporting an important cause, and enjoying time on the course!
#CORFinancial #FamilyPromise #CommunityImpact #GivingBack #GolfOuting
See thrivent.com/social for important disclosures.
Happy Birthday, Andrew! 🎉
Today we’re celebrating someone who leads with faith, generosity, and a heart for serving others!
As a Financial Consultant, Andrew Mortenson is passionate about helping clients create thoughtful plans that not only care for their future, but also reflect the values most important to them. He believes strongly in stewardship, collaboration, and creating a lasting impact through generosity and service.
Andrew shares that his favorite part of working at COR is the team he gets to work alongside and the clients he has the privilege to serve. He especially enjoys conversations around charitable planning and helping clients leave a legacy that positively impacts the people and causes they care about most!
When it comes to birthday treats, Andrew says you can never go wrong with chocolate chip cookies—his favorite birthday and everyday dessert! 🍪
Happy Birthday, Andrew—wishing you a blessed year filled with joy, purpose, and meaningful impact!
#CORFinancialGroup #TeamSpotlight #HappyBirthday
See thrivent.com/social for important disclosures.
Legacy isn’t just about the wealth we pass down.
Often, the most meaningful things shared across generations are values, generosity, and the lessons that shape a family’s future.
With thoughtful multigenerational planning, your financial legacy can help carry those values forward for years to come—creating clarity and opportunity for the people you care about most. ❤️
This Mother’s Day, we’re celebrating the lasting impact of those who nurture, guide, and support generations for years to come!
#CORFinancialGroup #MothersDay #MultigenerationalPlanning #FinancialLegacy
See thrivent.com/social for important disclosures.
Got a tax refund this season? 💰 This is an opportunity to move your financial goals forward!
Whether you’re strengthening your financial foundation, investing in your future, or giving back, every dollar can make an impact.
Let’s connect to talk through next steps!
#CORFinancialGroup #TaxRefund #FinancialPlanning
See thrivent.com/social for important disclosures.
Got a pile of old files you need to dispose of securely? Join us for a FREE shredding event!
📅Date: Saturday, June 6, 2026
⏰Time: 11 AM – 1 PM
📍Location: 809 S 6th Avenue, West Bend, WI 53095
Bring your documents to shred, enjoy treats from Chillwaukee Pops and Laughing Mountain Popcorn, participate in an Action Team, and have a chance to vote for a local charity to receive a donation from COR Financial Group!
In honor of National Volunteer Week, our team had the privilege of serving alongside two incredible organizations making a real difference in our community. We helped with an outdoor cleanup at the Restore facility and spent time making tie blankets for the Ronald McDonald House.
Both experiences were a meaningful reminder of the impact these organizations have every day—creating spaces of care, comfort, and support for individuals and families who need it most. We’re grateful for the opportunity to contribute in a small way and to support the important work they continue to lead in our community. ❤️
#CORFinacialGroup #NationalVolunteerWeek #ServiceInAction
For important disclosures see thriventcharitable.com/social
It’s National Volunteer Week—a perfect reminder that even the smallest acts of service can make a lasting impact. ❤️
We’re so grateful for the many ways our clients give back and strengthen the communities around them. Whether it’s lending a hand, sharing your time, or supporting a cause close to your heart, every effort matters!
Looking for a place to start? Consider a local nonprofit, community event, or neighbor in need, there are so many opportunities to make a difference right where you are.
Be sure to keep an eye on our page as we highlight how COR Financial is celebrating the power of giving back. We hope you’ll join us in making an impact!
#CORFinancialGroup #NationalVolunteerWeek #ServeYourCommunity