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Events

Thrivent Night at the Daytona Tortugas | Daytona Beach, FL

-
Jackie Robinson Ballpark, 105 East Orange Avenue, Daytona Beach, FL 32114

Thrivent members in Central Florida are invited to attend Thrivent Night with the Daytona Tortugas at Jackie Robinson Ballpark in Daytona! Whether you’re a lifelong baseball fan or just looking for a great night out, this is the perfect opportunity to experience America’s favorite pastime with great company. Reserve your spot today and bring a friend—let’s make it a night to remember!


This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold. For additional disclosures see thrivent.com/social. 6020192.1

Market & Economic Update Dinner | Wilmington, NC

-
Wrightsville Beach Brewery, 6201 Oleander Drive, Wilmington, NC 28403

Join us for an exclusive Economic Update presentation designed to help you understand the latest market trends and make informed decisions about your financial strategy. Whether you’re planning for retirement, managing investments, or simply want to stay ahead of economic changes, this session is for you! Seating is very limited so reserve your spot today!


No products will be sold.

Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.

36378M R11-25

Market & Economic Update Luncheon | Orlando, FL

-
Antonio's Maitland, 611 South Orlando Avenue, Maitland, FL 32751

Join us for an exclusive Economic Update presentation designed to help you understand the latest market trends and make informed decisions about your financial strategy. Whether you’re planning for retirement, managing investments, or simply want to stay ahead of economic changes, this session is for you! Seating is very limited so reserve your spot today!


No products will be sold.

Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.

36378M R11-25

Shelly Halverson: A Lifetime Gift | Savannah, GA

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The Gingerbread House, 1921 Bull St, Savannah, GA 31401

Creator and Facilitator of A Lifetime Gift™️ Shelly Halverson will be sharing insights about how to prepare for what-if situations and the end of your life. Her personal experiences, research and training to be a Certified Celebrant have prepared her to explain how and why it’s valuable to be open with those you love. She will walk through a checklist of important documents, final wishes, and personal instructions that are beneficial to attendees. All the things you know about your world, but who else knows this information if you need assistance? It's a gift for you and your loved ones in the event of a major health change or at end of life. Join us for this free watch event at The Gingerbread House. Reserve your spot today!


No products will be sold. Shelly Halverson is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. 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. Thrivent.com/disclosures.

Thrivent Day of Action at Hunger Fight | Jacksonville, FL

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Hunger Fight, 2222 Harper St, Jacksonville, FL 32204

Thrivent Day at Hunger Fight is a special opportunity to serve alongside others while supporting children and families facing food insecurity. During this event, volunteers will work together to help provide over 14,000 meals for children and 500 age-appropriate books for preschoolers, positively impacting the lives of thousands of children across our community. No prior volunteer experience is needed. Hunger Fight staff will guide participants through the activities, making this a great opportunity for first-time and returning volunteers alike. Spots are limited. Register for this free event today!


This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold. For additional disclosures see thrivent.com/social. 6020192.1

Market & Economic Update Luncheon | Daytona Beach, FL

-
Houligan's Speedway, 1725 W International Speedway Blvd, Daytona Beach, FL 32114

Join us for an exclusive Economic Update presentation designed to help you understand the latest market trends and make informed decisions about your financial strategy. Whether you’re planning for retirement, managing investments, or simply want to stay ahead of economic changes, this session is for you! Seating is very limited so reserve your spot today!


No products will be sold.

Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.

36378M R11-25

Annual Celebration of Membership at the Movies | Alpharetta, GA

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Regal Avalon, 3950 1st Street, Alpharetta, GA 30009

As a purpose-based financial services organization, we come together each year to celebrate the countless ways you—our members—inspire generosity and help improve people’s lives and communities. Join us for a special Annual Celebration of Membership at Regal Avalon, where we will gather to reflect on the impact we have made together and look ahead with gratitude and purpose. Register today to join us as we celebrate the generosity and impact of Thrivent membership!


No products will be sold. For additional disclosures see thrivent.com/social.

Annual Celebration of Membership at the Movies | Alpharetta, GA

-
Regal Avalon, 3950 1st Street, Alpharetta, GA 30009

As a purpose-based financial services organization, we come together each year to celebrate the countless ways you—our members—inspire generosity and help improve people’s lives and communities. Join us for a special Annual Celebration of Membership at Regal Avalon, where we will gather to reflect on the impact we have made together and look ahead with gratitude and purpose. Register today to join us as we celebrate the generosity and impact of Thrivent membership!


No products will be sold. For additional disclosures see thrivent.com/social.

Thrivent Night at N.C. State Baseball - UNC Series, Game 1 | Raleigh, NC

Dail Park, 1081 Varsity Drive, Raleigh, NC 27606

Join us at Thrivent Night at NC State Baseball, a fun and memorable opportunity to enjoy America’s pastime in an energetic college atmosphere! Whether you are a longtime Wolfpack fan or just looking for a great day out, this event is perfect for friends, families, and baseball fans of all ages. This event is part of the NC State vs. UNC presenting partner three‑game series. This registration is for Thursday night’s game. Reserve your spot today and bring a friend for an unforgettable night!


This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold. For additional disclosures see thrivent.com/social. 6020192.1

Thrivent Night at N.C. State Baseball - UNC Series, Game 2 | Raleigh, NC

Dail Park, 1081 Varsity Drive, Raleigh, NC 27606

Join us at Thrivent Night at NC State Baseball, a fun and memorable opportunity to enjoy America’s pastime in an energetic college atmosphere! Whether you are a longtime Wolfpack fan or just looking for a great day out, this event is perfect for friends, families, and baseball fans of all ages. This event is part of the NC State vs. UNC presenting partner three‑game series. This registration is for Friday night’s game. Reserve your spot today and bring a friend for an unforgettable night!


This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold. For additional disclosures see thrivent.com/social. 6020192.1

Thrivent Day at N.C. State Baseball - UNC Series, Game 3 | Raleigh, NC

Dail Park, 1081 Varsity Drive, Raleigh, NC 27606

Join us at Thrivent Day at NC State Baseball, a fun and memorable opportunity to enjoy America’s pastime in an energetic college atmosphere! Whether you are a longtime Wolfpack fan or just looking for a great day out, this event is perfect for friends, families, and baseball fans of all ages. This event is part of the NC State vs. UNC presenting partner three‑game series. This registration is for Saturday afternoon's game. Reserve your spot today and bring a friend for an unforgettable day!


No products will be sold. For additional disclosures see thrivent.com/social.

Annual Celebration of Membership at the Atlanta Braves | Atlanta, GA

-
Truist Park, 755 Battery Ave SE, Atlanta, GA 30339

As a purpose-based financial services organization, we come together each year to celebrate the countless ways you—our members—inspire generosity and help improve people’s lives and communities. Join us for a special Annual Celebration of Membership at the Atlanta Braves game, where we will gather to reflect on the impact we have made together and look ahead with gratitude and purpose. Register today to join us as we celebrate the generosity and impact of Thrivent membership!


No products will be sold. For additional disclosures see thrivent.com/social.

Annual Celebration of Membership at SAK Comedy Lab | Orlando, FL

-
SAK Comedy Lab, 55 W Church St, Orlando, FL 32801

As a purpose-based financial services organization, we come together each year to celebrate the countless ways you—our members—inspire generosity and help improve people’s lives and communities. Join us for a special Annual Celebration of Membership at SAK Comedy Lab, where we will gather to reflect on the impact we have made together and look ahead with gratitude and purpose. Register today to join us as we celebrate the generosity and impact of Thrivent membership!


No products will be sold. For additional disclosures see thrivent.com/social.

Annual Celebration of Membership at the Miami Marlins | Miami, FL

LoanDepot Park, 501 Marlins Way, Miami, FL 33125

As a purpose-based financial services organization, we come together each year to celebrate the countless ways you—our members—inspire generosity and help improve people’s lives and communities. Join us for a special Annual Celebration of Membership at the Miami Marlins, where we will gather to reflect on the impact we have made together and look ahead with gratitude and purpose. Register today to join us as we celebrate the generosity and impact of Thrivent membership!


No products will be sold. For additional disclosures see thrivent.com/social.

Market & Economic Update Luncheon | Charleston, SC

-
Venture X Charleston - Garco Mill, 4900 O'Hear Ave, Charleston, SC 29405

Join us for an exclusive Economic Update presentation designed to help you understand the latest market trends and make informed decisions about your financial strategy. Whether you’re planning for retirement, managing investments, or simply want to stay ahead of economic changes, this session is for you! Seating is very limited so reserve your spot today!


No products will be sold.

Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.

36378M R11-25

Market & Economic Update Dinner| Charleston, SC

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Venture X Charleston - Garco Mill, 4900 O'Hear Ave, Charleston, SC 29405

Join us for an exclusive Economic Update presentation designed to help you understand the latest market trends and make informed decisions about your financial strategy. Whether you’re planning for retirement, managing investments, or simply want to stay ahead of economic changes, this session is for you! Seating is very limited so reserve your spot today!


No products will be sold.

Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.

36378M R11-25

Thrivent Night at the Daytona Tortugas | Daytona Beach, FL

Thrivent Night at the Daytona Tortugas | Daytona Beach, FL

Jackie Robinson Ballpark, 105 East Orange Avenue, Daytona Beach, FL 32114

link

103629

Register

Thrivent members in Central Florida are invited to attend Thrivent Night with the Daytona Tortugas at Jackie Robinson Ballpark in Daytona! Whether you’re a lifelong baseball fan or just looking for a great night out, this is the perfect opportunity to experience America’s favorite pastime with great company. Reserve your spot today and bring a friend—let’s make it a night to remember!


This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold. For additional disclosures see thrivent.com/social. 6020192.1

Market & Economic Update Dinner | Wilmington, NC

Market & Economic Update Dinner | Wilmington, NC

Wrightsville Beach Brewery, 6201 Oleander Drive, Wilmington, NC 28403

link

103175

Register

Join us for an exclusive Economic Update presentation designed to help you understand the latest market trends and make informed decisions about your financial strategy. Whether you’re planning for retirement, managing investments, or simply want to stay ahead of economic changes, this session is for you! Seating is very limited so reserve your spot today!


No products will be sold.

Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.

36378M R11-25

Market & Economic Update Luncheon | Orlando, FL

Market & Economic Update Luncheon | Orlando, FL

Antonio's Maitland, 611 South Orlando Avenue, Maitland, FL 32751

link

103174

Register

Join us for an exclusive Economic Update presentation designed to help you understand the latest market trends and make informed decisions about your financial strategy. Whether you’re planning for retirement, managing investments, or simply want to stay ahead of economic changes, this session is for you! Seating is very limited so reserve your spot today!


No products will be sold.

Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.

36378M R11-25

Shelly Halverson: A Lifetime Gift | Savannah, GA

Shelly Halverson: A Lifetime Gift | Savannah, GA

The Gingerbread House, 1921 Bull St, Savannah, GA 31401

link

103168

Register

Creator and Facilitator of A Lifetime Gift™️ Shelly Halverson will be sharing insights about how to prepare for what-if situations and the end of your life. Her personal experiences, research and training to be a Certified Celebrant have prepared her to explain how and why it’s valuable to be open with those you love. She will walk through a checklist of important documents, final wishes, and personal instructions that are beneficial to attendees. All the things you know about your world, but who else knows this information if you need assistance? It's a gift for you and your loved ones in the event of a major health change or at end of life. Join us for this free watch event at The Gingerbread House. Reserve your spot today!


No products will be sold. Shelly Halverson is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. 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. Thrivent.com/disclosures.

Thrivent Day of Action at Hunger Fight | Jacksonville, FL

Thrivent Day of Action at Hunger Fight | Jacksonville, FL

Hunger Fight, 2222 Harper St, Jacksonville, FL 32204

link

103169

Register

Thrivent Day at Hunger Fight is a special opportunity to serve alongside others while supporting children and families facing food insecurity. During this event, volunteers will work together to help provide over 14,000 meals for children and 500 age-appropriate books for preschoolers, positively impacting the lives of thousands of children across our community. No prior volunteer experience is needed. Hunger Fight staff will guide participants through the activities, making this a great opportunity for first-time and returning volunteers alike. Spots are limited. Register for this free event today!


This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold. For additional disclosures see thrivent.com/social. 6020192.1

Market & Economic Update Luncheon | Daytona Beach, FL

Market & Economic Update Luncheon | Daytona Beach, FL

Houligan's Speedway, 1725 W International Speedway Blvd, Daytona Beach, FL 32114

103173

Join us for an exclusive Economic Update presentation designed to help you understand the latest market trends and make informed decisions about your financial strategy. Whether you’re planning for retirement, managing investments, or simply want to stay ahead of economic changes, this session is for you! Seating is very limited so reserve your spot today!


No products will be sold.

Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.

36378M R11-25

Annual Celebration of Membership at the Movies | Alpharetta, GA

Annual Celebration of Membership at the Movies | Alpharetta, GA

Regal Avalon, 3950 1st Street, Alpharetta, GA 30009

link

103631

Register

As a purpose-based financial services organization, we come together each year to celebrate the countless ways you—our members—inspire generosity and help improve people’s lives and communities. Join us for a special Annual Celebration of Membership at Regal Avalon, where we will gather to reflect on the impact we have made together and look ahead with gratitude and purpose. Register today to join us as we celebrate the generosity and impact of Thrivent membership!


No products will be sold. For additional disclosures see thrivent.com/social.

Annual Celebration of Membership at the Movies | Alpharetta, GA

Annual Celebration of Membership at the Movies | Alpharetta, GA

Regal Avalon, 3950 1st Street, Alpharetta, GA 30009

link

103636

Register

As a purpose-based financial services organization, we come together each year to celebrate the countless ways you—our members—inspire generosity and help improve people’s lives and communities. Join us for a special Annual Celebration of Membership at Regal Avalon, where we will gather to reflect on the impact we have made together and look ahead with gratitude and purpose. Register today to join us as we celebrate the generosity and impact of Thrivent membership!


No products will be sold. For additional disclosures see thrivent.com/social.

Thrivent Night at N.C. State Baseball - UNC Series, Game 1 | Raleigh, NC

Thrivent Night at N.C. State Baseball - UNC Series, Game 1 | Raleigh, NC

Dail Park, 1081 Varsity Drive, Raleigh, NC 27606

link

103170

Register

Join us at Thrivent Night at NC State Baseball, a fun and memorable opportunity to enjoy America’s pastime in an energetic college atmosphere! Whether you are a longtime Wolfpack fan or just looking for a great day out, this event is perfect for friends, families, and baseball fans of all ages. This event is part of the NC State vs. UNC presenting partner three‑game series. This registration is for Thursday night’s game. Reserve your spot today and bring a friend for an unforgettable night!


This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold. For additional disclosures see thrivent.com/social. 6020192.1

Thrivent Night at N.C. State Baseball - UNC Series, Game 2 | Raleigh, NC

Thrivent Night at N.C. State Baseball - UNC Series, Game 2 | Raleigh, NC

Dail Park, 1081 Varsity Drive, Raleigh, NC 27606

link

103171

Register

Join us at Thrivent Night at NC State Baseball, a fun and memorable opportunity to enjoy America’s pastime in an energetic college atmosphere! Whether you are a longtime Wolfpack fan or just looking for a great day out, this event is perfect for friends, families, and baseball fans of all ages. This event is part of the NC State vs. UNC presenting partner three‑game series. This registration is for Friday night’s game. Reserve your spot today and bring a friend for an unforgettable night!


This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients. No products will be sold. For additional disclosures see thrivent.com/social. 6020192.1

Thrivent Day at N.C. State Baseball - UNC Series, Game 3 | Raleigh, NC

Thrivent Day at N.C. State Baseball - UNC Series, Game 3 | Raleigh, NC

Dail Park, 1081 Varsity Drive, Raleigh, NC 27606

link

103895

Register

Join us at Thrivent Day at NC State Baseball, a fun and memorable opportunity to enjoy America’s pastime in an energetic college atmosphere! Whether you are a longtime Wolfpack fan or just looking for a great day out, this event is perfect for friends, families, and baseball fans of all ages. This event is part of the NC State vs. UNC presenting partner three‑game series. This registration is for Saturday afternoon's game. Reserve your spot today and bring a friend for an unforgettable day!


No products will be sold. For additional disclosures see thrivent.com/social.

Annual Celebration of Membership at the Atlanta Braves | Atlanta, GA

Annual Celebration of Membership at the Atlanta Braves | Atlanta, GA

Truist Park, 755 Battery Ave SE, Atlanta, GA 30339

link

103645

Register

As a purpose-based financial services organization, we come together each year to celebrate the countless ways you—our members—inspire generosity and help improve people’s lives and communities. Join us for a special Annual Celebration of Membership at the Atlanta Braves game, where we will gather to reflect on the impact we have made together and look ahead with gratitude and purpose. Register today to join us as we celebrate the generosity and impact of Thrivent membership!


No products will be sold. For additional disclosures see thrivent.com/social.

Annual Celebration of Membership at SAK Comedy Lab | Orlando, FL

Annual Celebration of Membership at SAK Comedy Lab | Orlando, FL

SAK Comedy Lab, 55 W Church St, Orlando, FL 32801

link

103646

Register

As a purpose-based financial services organization, we come together each year to celebrate the countless ways you—our members—inspire generosity and help improve people’s lives and communities. Join us for a special Annual Celebration of Membership at SAK Comedy Lab, where we will gather to reflect on the impact we have made together and look ahead with gratitude and purpose. Register today to join us as we celebrate the generosity and impact of Thrivent membership!


No products will be sold. For additional disclosures see thrivent.com/social.

Annual Celebration of Membership at the Miami Marlins | Miami, FL

Annual Celebration of Membership at the Miami Marlins | Miami, FL

LoanDepot Park, 501 Marlins Way, Miami, FL 33125

link

103896

Register

As a purpose-based financial services organization, we come together each year to celebrate the countless ways you—our members—inspire generosity and help improve people’s lives and communities. Join us for a special Annual Celebration of Membership at the Miami Marlins, where we will gather to reflect on the impact we have made together and look ahead with gratitude and purpose. Register today to join us as we celebrate the generosity and impact of Thrivent membership!


No products will be sold. For additional disclosures see thrivent.com/social.

Market & Economic Update Luncheon | Charleston, SC

Market & Economic Update Luncheon | Charleston, SC

Venture X Charleston - Garco Mill, 4900 O'Hear Ave, Charleston, SC 29405

link

100725

Register

Join us for an exclusive Economic Update presentation designed to help you understand the latest market trends and make informed decisions about your financial strategy. Whether you’re planning for retirement, managing investments, or simply want to stay ahead of economic changes, this session is for you! Seating is very limited so reserve your spot today!


No products will be sold.

Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.

36378M R11-25

Market & Economic Update Dinner| Charleston, SC

Market & Economic Update Dinner| Charleston, SC

Venture X Charleston - Garco Mill, 4900 O'Hear Ave, Charleston, SC 29405

link

100724

Register

Join us for an exclusive Economic Update presentation designed to help you understand the latest market trends and make informed decisions about your financial strategy. Whether you’re planning for retirement, managing investments, or simply want to stay ahead of economic changes, this session is for you! Seating is very limited so reserve your spot today!


No products will be sold.

Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.

36378M R11-25

No products will be sold.

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 Broker Check for more information about our financial advisors.

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.

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