An annuity can guarantee income in retirement. In an uncertain world, annuities offer predictable retirement income and can help ensure you don’t outlive your savings. They also offer tax advantages and are customizable to your unique financial situation. Learn some of the basics about annuities here: https://bit.ly/4goM2pe
Let’s discuss how an annuity can fit into your retirement income strategy.
"Rejoice in the Lord always. I will say it again: Rejoice!" - Philippians 4:4
We’re proud to have a leader like Matt who is always looking for ways to learn, grow, and better serve the families who place their trust in us.
Matt recently spent a few days in Lexington connecting with fellow Thrivent advisors and leaders, sharing ideas and bringing home fresh perspectives for our team. We were also proud to see him lead their devotion!
He came home with a full notebook, renewed energy, and plenty of ideas we’re excited to put into action. There was also some golf, great food, and plenty of laughter along the way. 😄
And somehow, they managed to get almost everyone looking at the same camera. 📸😂
In observance of Labor Day, our offices will be closed on Monday, September 7. We will resume normal business hours on Tuesday, September 8.
As we take time to recognize and celebrate the hard work and contributions of workers across our country, we hope you enjoy a safe and relaxing holiday weekend with family and friends!
If you need assistance before the holiday, please reach out to our team before the close of business on Friday.
📣 Welcome to the Team, Terri! 📣
Please join us in welcoming Terri Lavin to Endeavor Financial Group as our newest Office Professional!
Terri recently retired after an impressive 35 years of public service, including the last 19 years in education, and is excited to begin this new chapter with Thrivent. She earned her bachelor's degree from the University of Toledo and her master's degree in Higher Education Administration from Tiffin University.
Family is at the center of Terri's life. She and her husband, Scott, have been married for 24 years and have three children: Cameron, Sean, and Alex. This summer, they celebrated Cameron's marriage to her high school sweetheart, Emmet Perry, and this fall their twin boys will begin their junior year at BGSU. Their family also includes two dogs, a three-year-old German Shepherd and Jasmine, who is 15 years old.
When she's not at work, Terri enjoys staying active and spending time with family and friends. You'll often find her water skiing, snow skiing, riding her e-bike or scooter, golfing, or cheering on her favorite teams. 🏈🏀
Fun Fact: Terri's son, Alex, was a one of our interns this past summer!
"I’m excited to begin this new chapter and start a new career with Thrivent. I’m especially looking forward to meeting our clients, getting to know the team, and working together to provide an exceptional client experience."
When asked what she wants clients to know about her, Terri shared:
"I want them to feel welcomed, comfortable, and confident knowing they have a team that is here to help support them as they work toward their financial goals."
We're thrilled to have Terri on board and can't wait for you to meet her. Please help us give her a warm welcome! 🎉
Thinking about purchasing disability income insurance coverage? It can help protect a portion of your income if illness or injury interrupts your ability to work. But there are other considerations to make before purchasing.
Let’s set up time to discuss if disability income insurance is right for you.
See thrivent.com/social for important disclosures.
📚🐻 Action Team Spotlight: Girl Scout Troop 1118 🐻📚
Leadership isn't just something you learn about, it's something you put into practice.
As part of a community leadership program, the fifth and sixth grade members of Girl Scout Troop 1118 challenged themselves to explore what it means to be a good leader and how they could make a difference in their community. After discussing leadership and working together to develop a plan, the troop partnered with Way Public Library to host a literacy event for local children.
The scouts took ownership of the project from start to finish by connecting with the library, dividing responsibilities, and planning the event. Their hard work resulted in a fun Goldilocks and the Three Bears themed story time featuring storytelling, acting, songs, games, crafts, and coloring activities.
A Thrivent Action Team grant helped support the event, allowing each child who attended to receive a copy of The Three Bears to take home and continue their reading journey.
This project not only encouraged literacy among young readers, but also gave these Girl Scouts an opportunity to strengthen their own leadership skills through teamwork, planning, and service. By creating a positive experience for local families, Troop 1118 demonstrated how young leaders can make a meaningful impact in their community.
Thank you to Girl Scout Troop 1118, Way Public Library, and everyone who helped make this event a success!
💙💚💙
See thrivent.com/social for important disclosures
Your income is one of your most valuable financial assets. Disability income insurance can help protect that income if illness or injury interrupts your ability to work. Let’s connect and find a coverage solution that meets your needs.
See thrivent.com/social for important disclosures.
🎉 Happy Birthday, Rick! 🎉
Help us wish Rick a very happy birthday! We hope your day is filled with plenty of fun, laughter, and absolutely zero awkward photo shoots… although after last week’s reel, we know that might be asking a lot. 😂📸
Thanks for always bringing your humor and personality to the office, Rick! We’re lucky to have you on the team. Have a great birthday! 🎂🎈
Many families are surprised to discover that FAFSA can unlock more than federal aid: some schools and states require it for their programs, like work study or internal scholarships. Applying keeps your options open.
Not sure if you should apply? We're here to review your financial situation with you before deadlines hit.
For more information on FAFSA: studentaid.gov
See thrivent.com/social for important disclosures.
🏕️ Action Team Spotlight: Orphan Grain Train Kits 🏕️
What started as a camping tradition among friends has grown into an incredible opportunity to serve others.
Led by Phyllis Knape, a dedicated group of campers, both adults and children, came together to assemble health kits for those in need. Working as an assembly line, everyone pitched in to create kits filled with essential items such as soap, toothbrushes, toothpaste, combs, deodorant, bandages, and more.
These health kits will be donated to Orphan Grain Train in Napoleon, Ohio, where they will be distributed to individuals and families who need them most. A Thrivent Action Team gift card helped purchase towels and washcloths for the kits, while fellow campers generously contributed additional supplies.
This project is a wonderful example of how a simple gathering of friends can make a meaningful impact in the community and beyond. We love seeing multiple generations working side by side to serve others and share God's love through practical acts of kindness.
Thank you, Phyllis, and everyone involved, for helping make a difference one health kit at a time! ❤️
See thrivent.com/social for important disclosures
Whether you’re supporting your place of worship, a local nonprofit or a cause that’s close to your heart, a donor-advised fund (DAF) is worth considering. A DAF offers flexibility and potential tax advantages, making it easier to align your giving with your goals and turn your generosity into a lasting impact.
Get in touch to explore whether a DAF fits into your financial strategy.
See thrivent.com/social for important disclosures.
Helping your kids learn about money is a gift that grows with them. Start early, build gradually and focus on simple concepts at each stage.
These age-appropriate skills can help them develop discipline and healthier money habits as they grow. ➡️ https://bit.ly/4axUyhk
🎉 Happy Birthday, Olivia! 🎂💙
Even though you’re back at school now, we couldn’t let your birthday pass without celebrating you! We hope you have the best day filled with lots of fun, laughter, and maybe a little break from studying. 😉
We’re so thankful to have you as part of the team and hope your birthday is as wonderful as you are! 🥳🎈
Charitable giving strategies aren’t just for the wealthy—they’re for anyone who wishes to make a meaningful impact.
Whether you give a little or a lot, a thoughtful approach can help you support the causes you care about, minimize your tax burden and build a lasting legacy of generosity.
Let’s discuss how charitable giving can become a cornerstone of your financial future.
See thrivent.com/social for important disclosures.
⛳ What a great day on the course at the 9th Annual F&M Charity Golf Classic!
Our team had a blast hitting the links alongside Jon Kundo from F&M and James Rode from Sunderman & Rode. Matt and Brad represented our office and enjoyed a great day of golf, fellowship, and supporting a great cause! 🏌️♂️
We’re always grateful for opportunities to connect with great people and give back to our community. Thanks for a fantastic day, F&M! ⛳🙌
Little eyes are always watching—especially when it comes to money. The way we manage and talk about money shapes our kids long before they earn their first dollar.
Try modeling these simple habits to help them build a healthy relationship with money:
⭐ Avoid speaking about money with stress or shame
⭐ Narrate your choices (“We’re saving for X, so we’re skipping Y today”)
⭐ Keep a visible savings routine
⭐ Use positive language around budgeting and planning
Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about.
See thrivent.com/social for important disclosures.
When was the last time you updated your estate plan?
Even if your circumstances haven’t changed, it’s a good idea to review your plan every 3–5 years. But certain life events call for more immediate updates.
If it’s been a while—or you’ve experienced a major change—get in touch so we can talk through your options.
See thrivent.com/social for important disclosures.
Our team had an incredible time attending the Global Leadership Summit this week. From powerful speakers to practical insights, we walked away with fresh ideas, renewed motivation, and a deeper commitment to serving our clients, our community, and each other even better.
We’re grateful for opportunities like this that challenge us to keep learning and growing. Here’s to bringing what we’ve learned back to our team and putting it into action!
#Gls26