Skip to main content
  • Thrivent.com
  • MyThrivent
  • Broker Check
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
  • Events
Contact Me
  • Home
  • About
  • Solutions
  • Insights
  • Events
  • Contact Me
  • Thrivent.com
  • MyThrivent
  • Broker Check

Events

Lunch and discussion: Women, Wealth, and Wisdom

636 Gralin St
The Shepherd's Center of Kernersville

Attend this workshop to hear stories about women who have figured out a few things about their finances—and enriched their lives beyond their bank accounts. Plus, learn real-world money management lessons and how to apply them as you work toward your financial goals.


Lunch will be served. RSVP to the Shepherd's Center at 336-992-3180 at least two business days in advance.


No products will be sold.

29932M R11-24


Estate Preservation for the Next Generation

4295 High Point Rd, Winston Salem
Union Cross Moravian Church Fellowship Hall

Join us for a lunch and learn on Tuesday, September 16 at 11:30 am


This event is designed to help educate you and your beneficiaries on the challenges many people face in retirement as they age. We can provide you and your family with the professional advice and guidance needed to help prepare for life’s “what-ifs.” 

To put it simply, this workshop addresses “things to watch out for when something happens to mom and dad.” That “something” could be a long-term illness leading to nursing home care, or it could be the estate transfer process and taxation issues that need to be dealt with. Many people make the mistake of thinking only wealthy people must pay taxes upon death. But I know that’s not the reality and have seen the impacts this can have on the families I serve. 

Key topics covered:

• Concerns around how you can protect your assets for you and your loved ones as you age.

• Common misconceptions around long-term care planning and the realities people face.

• How your money is taxed and what you can do to minimize impacts.

• Key planning strategies that can help you make the most of your retirement assets.


Lunch will be provided. 


No products will be sold. See thrivent.com/social for important disclosure information.

RSVP: 336-690-3036

Lunch and discussion: Charitable Strategies to Maximize Impact

636 Gralin St
The Shepherd's Center of Kernersville

Attend our free workshop to learn how a charitable fund works, different ways to give, and solutions tailored to your financial circumstances. If you’re thinking about incorporating a charitable strategy into your financial plan, this event is for you. • Understand the three simple steps to a charitable fund: Give, Grow, and Grant. • Learn the difference between Give Now, Give Later, and Give & Receive gifts. • Leave with the concrete steps to get started.


Lunch will be served. RSVP to the Shepherd's Center at 336-992-3180 at least two business days in advance.


No products will be sold.


Thrivent Charitable™️, the marketing name for Thrivent Charitable Impact & Investing®️, is a public charity that serves individuals, organizations and the community through charitable planning, donor-advised funds and endowments. Thrivent Charitable works collaboratively with Thrivent and its financial advisors. It is a separate legal entity from Thrivent, the marketing name for Thrivent Financial for Lutherans.

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 BrokerCheck for more information about Thrivent’s financial advisors.

3254348.6


Estate Preservation for the Next Generation

4295 High Point Rd Winston Salem, NC
Union Cross Moravian Church Fellowship Hall

Join us for a lunch and learn on Tuesday, September 23 at noon


This event is designed to help educate you and your beneficiaries on the challenges many people face in retirement as they age. We can provide you and your family with the professional advice and guidance needed to help prepare for life’s “what-ifs.” 

To put it simply, this workshop addresses “things to watch out for when something happens to mom and dad.” That “something” could be a long-term illness leading to nursing home care, or it could be the estate transfer process and taxation issues that need to be dealt with. Many people make the mistake of thinking only wealthy people must pay taxes upon death. But I know that’s not the reality and have seen the impacts this can have on the families I serve. 

Key topics covered:

• Concerns around how you can protect your assets for you and your loved ones as you age.

• Common misconceptions around long-term care planning and the realities people face.

• How your money is taxed and what you can do to minimize impacts.

• Key planning strategies that can help you make the most of your retirement assets


Lunch will be provided.


No products will be sold. See thrivent.com/social for important disclosure information.

RSVP: 336-690-3036

Lunch and discussion: Women, Wealth, and Wisdom

Lunch and discussion: Women, Wealth, and Wisdom

636 Gralin St
The Shepherd's Center of Kernersville

96439

Attend this workshop to hear stories about women who have figured out a few things about their finances—and enriched their lives beyond their bank accounts. Plus, learn real-world money management lessons and how to apply them as you work toward your financial goals.


Lunch will be served. RSVP to the Shepherd's Center at 336-992-3180 at least two business days in advance.


No products will be sold.

29932M R11-24


Estate Preservation for the Next Generation

Estate Preservation for the Next Generation

4295 High Point Rd, Winston Salem
Union Cross Moravian Church Fellowship Hall

phone

96025

RSVP: 336-690-3036

Join us for a lunch and learn on Tuesday, September 16 at 11:30 am


This event is designed to help educate you and your beneficiaries on the challenges many people face in retirement as they age. We can provide you and your family with the professional advice and guidance needed to help prepare for life’s “what-ifs.” 

To put it simply, this workshop addresses “things to watch out for when something happens to mom and dad.” That “something” could be a long-term illness leading to nursing home care, or it could be the estate transfer process and taxation issues that need to be dealt with. Many people make the mistake of thinking only wealthy people must pay taxes upon death. But I know that’s not the reality and have seen the impacts this can have on the families I serve. 

Key topics covered:

• Concerns around how you can protect your assets for you and your loved ones as you age.

• Common misconceptions around long-term care planning and the realities people face.

• How your money is taxed and what you can do to minimize impacts.

• Key planning strategies that can help you make the most of your retirement assets.


Lunch will be provided. 


No products will be sold. See thrivent.com/social for important disclosure information.

Lunch and discussion: Charitable Strategies to Maximize Impact

Lunch and discussion: Charitable Strategies to Maximize Impact

636 Gralin St
The Shepherd's Center of Kernersville

96413

Attend our free workshop to learn how a charitable fund works, different ways to give, and solutions tailored to your financial circumstances. If you’re thinking about incorporating a charitable strategy into your financial plan, this event is for you. • Understand the three simple steps to a charitable fund: Give, Grow, and Grant. • Learn the difference between Give Now, Give Later, and Give & Receive gifts. • Leave with the concrete steps to get started.


Lunch will be served. RSVP to the Shepherd's Center at 336-992-3180 at least two business days in advance.


No products will be sold.


Thrivent Charitable™️, the marketing name for Thrivent Charitable Impact & Investing®️, is a public charity that serves individuals, organizations and the community through charitable planning, donor-advised funds and endowments. Thrivent Charitable works collaboratively with Thrivent and its financial advisors. It is a separate legal entity from Thrivent, the marketing name for Thrivent Financial for Lutherans.

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 BrokerCheck for more information about Thrivent’s financial advisors.

3254348.6


Estate Preservation for the Next Generation

Estate Preservation for the Next Generation

4295 High Point Rd Winston Salem, NC
Union Cross Moravian Church Fellowship Hall

phone

96024

RSVP: 336-690-3036

Join us for a lunch and learn on Tuesday, September 23 at noon


This event is designed to help educate you and your beneficiaries on the challenges many people face in retirement as they age. We can provide you and your family with the professional advice and guidance needed to help prepare for life’s “what-ifs.” 

To put it simply, this workshop addresses “things to watch out for when something happens to mom and dad.” That “something” could be a long-term illness leading to nursing home care, or it could be the estate transfer process and taxation issues that need to be dealt with. Many people make the mistake of thinking only wealthy people must pay taxes upon death. But I know that’s not the reality and have seen the impacts this can have on the families I serve. 

Key topics covered:

• Concerns around how you can protect your assets for you and your loved ones as you age.

• Common misconceptions around long-term care planning and the realities people face.

• How your money is taxed and what you can do to minimize impacts.

• Key planning strategies that can help you make the most of your retirement assets


Lunch will be provided.


No products will be sold. See thrivent.com/social for important disclosure information.

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.

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.

Thrivent logo

Copyright: © 2025 Thrivent. All rights reserved.