News and Insights

Home
Resources
News and Insights

Home
...
News and Insights

We're celebrating National Ice Cream Month the best way we know how—with a quick team trip to The Creamery! 🍦 From peanut butter to chocolate with whipped cream, everyone had their favorite scoop, making for a sweet break in the day! Now we want to hear from you... what's your favorite ice cream flavor? 🍨 Share it in the comments below! #CORFinancialGroup #NationalIceCreamMonth

Happy Birthday, Jeremiah! 🎉 Today we’re celebrating one of our fantastic team members! Jeremiah plays an important role in supporting our advisors and team as we serve our clients, and we’re grateful for the thoughtfulness, dedication, and heart for serving others that he brings each day! When asked about his favorite part of working at COR, Jeremiah shared that it’s the opportunity to plan and help create thoughtful strategies that make a meaningful impact for our clients and team. Outside of the office, Jeremiah enjoys playing guitar, reading, and spending time with friends and family. He also serves his community as a member of the Board of Directors for Family Promise of Washington County. And when it comes to birthday celebrations, sushi and doughnuts are at the top of his list! 🍣🍩 Please join us in wishing Jeremiah a very happy birthday and a great year ahead! #CORFinancialGroup #TeamSpotlight #HappyBirthday

Happy Birthday, Molly! 🎉 Today we're celebrating someone whose leadership, dedication, and attention to detail help keep everything running smoothly at COR! As our Director of Administration, Molly oversees our office operations and administrative functions with care and excellence. For more than 20 years, she has played an essential role in helping our team serve clients efficiently while continually improving our processes to ensure every detail receives the attention it deserves. Molly says one of the things she loves most about working at COR is our culture of caring for both clients and our teammates. Every day, she's grateful to be surrounded by people who are committed to making a positive difference in the lives of others! Outside of the office, Molly enjoys spending time with her husband, Craig, and their two children, Emily and Noah. When it comes to birthday treats, there's no question about her favorite—chocolate peanut butter ice cream! 🍫🍦 Please join us in wishing Molly a very happy birthday and a wonderful year ahead! #CORFinancialGroup #TeamSpotlight #HappyBirthday

Our Client Appreciation Picnic is almost here! Join us for an evening of great food, live music, family-friendly activities, and wonderful company as we celebrate the relationships we've built with our clients! From a delicious BBQ dinner to lawn games, a petting zoo, and entertainment from Mr. B Piano, there's something for everyone to enjoy! 📅 Friday, August 7 ⏰ 5:00–8:30 PM 📍6900 E. Joy Road Ann Arbor, Michigan If you haven't RSVP'd yet, there's still time! Let us know you'll be joining us—we can't wait to see you there! #CORFinancialGroup #ClientAppreciationPicnic #CelebratingTogether

Member Benefit Spotlight: Thrivent Cause Kit™️ Volunteerism made easy. ❤️ With a Thrivent Cause Kit, you and your family can make a meaningful difference together from the comfort of your home. Each pre-packaged kit makes it simple to put generosity into action while helping provide essential resources to communities around the world. Each kit includes: • Everything you need to complete the project • Easy step-by-step instructions • A prepaid return label to send back your completed kit Choose between assembling water filters or solar lights, each helping provide life-changing resources to those in need around the world. It's a simple way to make an impact—one project at a time. Learn more and request your free kit today: https://www.thrivent.com/about-us/membership/thrivent-cause-kit #CORFinancialGroup #ThriventMemberBenefit #CauseKits See thrivent.com/social for important disclosures.

We were grateful for the opportunity to spend time with local pastors at the Thrivent Pastors Golf Outing! ⛳ Our pastors faithfully invest in their churches and communities every day, and it was a privilege to show our appreciation while enjoying a little friendly competition on the course. Thank you to each pastor who joined us—we're thankful for your leadership, servant hearts, and the meaningful impact you make in the lives of so many. We look forward to continuing to build relationships and finding new ways to support the important work you're doing in our communities! ❤️ #CORFinancialGroup #PastorAppreciation

Happy Fourth of July from all of us at COR Financial Group! Wishing you a safe, joyful, and blessed Independence Day filled with family, friends, and time to enjoy all that makes this holiday special. ❤️ #CORFinancialGroup #IndependenceDay #HappyFourthOfJuly

Grief can feel overwhelming, and in the midst of loss, everyday responsibilities don't simply pause. That's why Thrivent offers Empathy—a valuable member benefit designed to provide compassionate support during life's most difficult moments. Members are paired with a dedicated Care Manager who can help navigate both the practical and emotional aspects of loss, including funeral planning, estate and account guidance, and personalized grief resources. One of the most meaningful parts of this benefit is that members can also extend this support to loved ones, helping ensure no one has to navigate loss alone. Caring for others is at the heart of what we do. If you're a Thrivent member, we encourage you to learn more about this thoughtful benefit and the support it provides when it's needed most. ❤️ Learn more: thrivent.com/empathy #CORFinancialGroup #ThriventMemberBenefit #Empathy See thrivent.com/social for important disclosures.

Member Benefit Spotlight: Thrivent Choice Dollars®️ Giving back has never been easier! ❤️ If you're a Thrivent member, you have the opportunity to help direct Thrivent's charitable funding to organizations that matter to you—whether it's your church, a local nonprofit, or another eligible charity. Even better, Thrivent has made the program more accessible, and Choice Dollars are now available to every Thrivent member! Your 2026 Choice Dollars have already been designated based on your qualifying product activity. All that's left to do is log in and recommend where you'd like them to go before December 31, 2026. It's a simple way to make a meaningful impact in your community—at no additional cost to you. Log in and direct your Choice Dollars today! #CORFinancialGroup #ThriventMemberBenefit #ChoiceDollars See thrivent.com/social for important disclosures.

The 2027 Thrivent Calendar is almost here! 📅 Pre-order your copy today and look forward to a year rooted in reflection and grace! Featuring inspiring images and thoughtful reflections centered on the theme “God’s Handiwork,” this calendar is a meaningful way to bring faith, beauty, and intention into everyday life. 📦 Pre order by July 31st 📬 Calendars ship in October 👉 Reserve yours today: https://bit.ly/41PtTIz #CORFinancialGroup #GodsHandiwork #ThriventMemberBenefits

Lessons Worth Passing On ❤️ This Father's Day weekend, we're reflecting the financial lessons and values that endure across generations. 💬 What's a piece of financial wisdom that has been shared across generations in your family? Share in the comments below! #CORFinancialGroup #FathersDay #FinancialWisdom See thrivent.com/social for important disclosures.

Summer is a great reminder to make time for the things you enjoy most! Whether it's traveling, spending time outdoors, or creating memories with loved ones, those experiences are often what matter most. 💛 Financial Advisor, Peter Go, has already checked kayaking off his summer bucket list! What's on your summer bucket list this year? Share with us in the comments below! ⬇️ #CORFinancialGroup #SummerBucketList #MakingMemories See thrivent.com/social for important disclosures.

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