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
COR Financial Group is honored to have received the 2025 Voices in Philanthropy recognition from Thrivent Charitable. Thank you to our clients for using their generosity to make the change that matters most. ❤️
#CORFinancialGroup #VoicesInPhilanthrophy #LiveGenerously
For important disclosures see thriventcharitable.com/social
Tax season can highlight gaps or opportunities in your financial picture.
If completing your taxes brought up questions, let’s connect and build a clear plan for what’s next! ❤️
#CORFinancialGroup #TaxDay #FinancialPlanning See thrivent.com/social for important disclosures.
Celebrate National Volunteer Week by nominating a Generosity Hero – a volunteer who exemplifies compassion, selflessness and creativity.
Submit your Generosity Hero nominations and both you and your nominee will be entered into a drawing. Winners will have the opportunity to select a Thrivent Choice®️ participating organization to receive a donation of up to $5,000 from Thrivent.
Submit your nominations by April 25. 👉 https://bit.ly/4bPdPg2
#CORFinancialGroup #NationalVolunteerWeek #VolunteerRecognition
Generosity is an important part of many financial plans. ❤️
Peter Go, Financial Advisor, had the opportunity to present to a group of fellow advisors on the topic of charitable planning. During the presentation, Peter shared ways individuals can thoughtfully incorporate generosity into their financial plans, highlighting strategies such as Qualified Charitable Distributions (QCDs) and Donor-Advised Funds. These tools can help support the causes people care about while also being mindful of taxes and long-term planning.
We’re grateful for opportunities like this to collaborate with other advisors, share knowledge, and continue growing in how we serve our clients and communities! 🤝
#CORFinancialGroup #CharitablePlanning #GenerosityInAction #CommunityImpact
See thrivent.com/social for important disclosure information.
It’s Good Deeds Day! ❤️
Do one act of kindness today—and challenge someone else to do the same. Let’s spread kindness!
Tag who you’re passing the challenge to 👇
#CORFinancialGroup #GoodDeedsDay #SpreadKindness #PassItOn
He is risen! ✝️
This Easter, we celebrate the hope, renewal, and joy that come through Christ’s resurrection. Wishing you and your family a blessed day!
#CORFinancialGroup #EasterSunday #HeIsRisen #HappyEaster
On this Good Friday, we reflect on Christ’s sacrifice and the hope it brings.
In observance of the day, our office will be closed as we take time to pause and reflect. We look forward to reconnecting with you soon!
#CORFinancialGroup #GoodFriday #FaithAndReflection
Deadline day is here! ⏰
It’s your final opportunity to direct your Choice Dollars®️ and support the causes that matter most to you!
#CORFinancialGroup #ThriventChoiceDollars #LiveGenerously #CommunityImpact
Join us for our Lifetime Gift seminar and start the conversation that truly matters. 💛
With guidance from Certified Celebrant Shelly Halverson, you’ll receive practical tools, meaningful conversation starters, and a clear checklist to help organize important details and share your wishes with loved ones. RSVP today at Webinar Registration - Zoom.
#CORFinancialGroup #LifetimeGift #LegacyPlanning
No products will be sold. See thrivent.com/social for additional disclosures.
Don’t forget—your Choice Dollars®️ deadline is almost here!
Eligible Thrivent clients have until March 31 to direct their Choice Dollars®️ to the organizations and causes they care about most. It’s a simple way to give back—at no additional cost to you.
Need help getting started? We’re happy to walk you through the process!
#CORFinancialGroup #ThriventChoiceDollars #LiveGenerously #CommunityImpact