2024-03-20T18:00:00
Church and Minister Taxation
Churches and ministers face unique tax considerations. Join us with Ted Batson, Partner and Tax Counsel at CapinCrouse, for a discussion of key issues and considerations including:
- Who qualifies as a minister for the purpose of taxation?
- What to know about the minister’s housing allowance?
- Housing allowance in retirement.
- Common W-2 issues.
- And more.
No products will be sold. For additional disclosures, see Thrivent.com/social. CapinCrouse is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Ted Batson and CapinCrouse are their own and not necessarily those of Thrivent or its affiliates. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 3937733.4
2024-04-11T18:00:00
High-Capacity Donor Engagement
Did you know that 73% of giving comes from individuals and their bequests? Join Dr. Carla Maxwell Ray from Generis to learn how to inspire, gracefully ask, and close major investments in your church or nonprofit.
No products will be sold. For additional disclosures, see Thrivent.com/social. Generis is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Dr. Carla Maxwell Ray and Generis are their own and not necessarily those of Thrivent or its affiliates. 6089754.1
2024-04-30T18:00:00
Special Needs Planning workshop
Join us for a workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs and is an ambulatory wheelchair user herself.
Topics discussed will include:
- Resources: state, local and federal.
- Medicaid and Medicare.
- Support options.
- How personal financial planning impacts special needs planning.
- IEP vs. 504.
- Special needs trusts.
- ABLE accounts.
- Tax considerations.
This educational event is designed for our clients and families who wish to learn more about special needs planning. We encourage you to invite anyone who you think may benefit to attend.
This session is hosted by Capitol Region Group and presented by Financial Advisor Hannah Magrum.
Contact Cindy Clark at 959-230-0055 or email capitolregiongroup@thrivent.com to reserve your place today.
No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 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. 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 Broker Check for more information about our financial advisors. Refer to the Thrivent Investment Management Inc. Form CRS Relationship Summary for more information about us; our relationships and services; fees, costs, conflicts, and standard of conduct; disciplinary history; and additional information. Available upon request from your financial professional and on Thrivent.com/disclosures.
2024-05-02T16:00:00
Churchenomics: A New Model for Funding Your Church and Revitalizing Your Community
Pastors and church leaders know that Sunday morning giving is slowing down though often don’t know what to do about it. Join us Thursday, May 2 at 12 p.m. ET where Jamé Bolds will address and provide broad solutions on how to structure your church, so it never runs out of money.
No products will be sold. For additional disclosures, see Thrivent.com/social. Jamé Bolds is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Jamé Bolds are his own and not necessarily those of Thrivent or its affiliates. 5463182.3
2024-05-07T17:00:00
Savvy Tax Strategies
Tuesday, May 7 at 1:00 or 7:30 PM
Fact #1: Taxes can be complicated.
Fact #2: No one wants to pay more than their fair share.
Join the Crane Financial Group for this virtual workshop, Savvy Tax Strategies, presented by Thrivent financial professional, Mike Fuehrmeyer.
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. 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.
2024-05-21T17:00:00
Savvy Social Security
Tuesday, May 21 at 1:00 or 7:30 PM
Join the Crane Financial Group for this virtual workshop, Savvy Social Security, presented by Thrivent financial professional, Mike Fuehrmeyer.
- 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. 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.
2024-10-01T18:00:00
The Washington Update with Jeff Bush
Tuesday, October 1 at 1:00 or 9:30 PM ET
What Happens in Washington Affects Your Investments and Retirement
How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning.
Join us for The Washington Update. The changing landscape in Washington can have an impact on your retirement plans and investment decisions.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See Thrivent.com/social for additional disclosures.
2024-10-29T18:00:00
Maximizing Social Security Benefits with Mary Beth Franklin
Tuesday, October 29 at 1:00 or 9:30 PM ET
Knowing When to Claim May Boost Your Benefits
While Social Security is the foundation of retirement income, it may replace only about 40% of your pre-retirement paycheck. Learn the impact of eligibility requirements on your monthly benefit and discover the importance of creating a strategy that's right for you. Join us for The Washington Update. The changing landscape in Washington can have an impact on your retirement plans and investment decisions.
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.
No products will be sold.