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Events

"Key Milestones on Your Journey to an Empowered Retirement," featuring Heather Schreiber

-
On Demand Recording

How do you envision retirement?

While there are many answers to that question, the key is to dare to discover what’s right for you. Anticipating the milestones you face – as early as age 50 and continuing into your 70s – will help you prepare. 


Watch this exclusive conversation with Heather Schreiber on "Key Milestones on Your Journey to an Empowered Retirement." She shares expert advice on ways to save more, reduce taxes, and make the most of Social Security.


This recording is available on-demand until September 20.


Include the phrase "Schreiber - Key Milestones" in the request form and we'll send you the link.



No products will be sold. 


For additional disclosures, see thrivent.com/social.

Thrivent Open House

-
120 W. Jefferson St, ste 14, Morton, IL 61550
Thrivent Office - Morton

Has the idea of talking to a financial advisor been on your mind, but you don’t know where to start? Or are you considering a different professional perspective about your finances in this season of your life? And have you heard about Thrivent and you're curious to learn more?


Then stop by our Open House to meet us and chat about what makes Thrivent a different kind of financial company.


RSVP in the form with the message "September Open House" or call our office at 309-431-1496.


*Light refreshments will be served.

**No products will be sold.


We host this event monthly on the first Thursdays. If you cannot make this one, you are welcome to join us the next time around. Or you can also schedule a complimentary 1-1 conversation with someone from our team!

Estate Preservation for the Next Generation

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Virtual

This webinar is designed to help educate you and your beneficiaries on the challenges many people face in retirement as they age, and to help prepare for life’s “what-ifs.” 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. 


Key topics include:

  • How you can protect your assets for you and your loved ones as you age.
  • Common misconceptions around long-term care planning.
  • 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.

This is a great workshop to watch with your beneficiaries.


Please note the viewing options:

  • September 16, 5:30pm CT
  • September 17, 11:30am CT
  • September 18, 6:30pm CT
  • September 23, 12:00pm CT

In the registration email, type "Estate Preservation Webinar" in the subject.



No products will be sold at this event. 


For additional disclosures, see thrivent.com/social.

Lunch and Learn - "Small Business What-Ifs"

-
Webinar

You’ve worked long and hard to get your business to where it is today. Having a plan for the unexpected can make the difference in fulfilling the vision for your future. Tune in to explore solutions to the most important "what-ifs" you face as a business owner.


Key Topics

-What if something happens to me?

-What if something happens to a partner or key employee?

-What if legislative or economic shifts impact my business?

-What if I want to retire or exit sooner or later?



NOTE MULTIPLE TIMES AVAILABLE

September 18 - 11:30 am CST

September 19 - 11:30 am CST

Indicate in the form which time you would like to attend. 


This event will not be recorded.



DISCLOSURES

Thrivent financial professionals do not offer tax or legal advice but can work with your tax and legal professionals on your financial strategy. Consult your tax and legal professionals for your unique situation.


See Thrivent.com/social for other disclosures.



No products will be sold

Building Wealth as a Busy Family

Zoom webinar

Work. Family. Financial Commitments. There is a lot to juggle in your 30's and 40's when you are balancing today's priorities with tomorrow's goals. But busy doesn't have to be the barrier to building your financial future. This virtual learning event will show you how to take a practical and proactive approach with your finances during the most demanding season of your life.


Topics will include:

  • Setting up simple cash flow systems.
  • Essentials for protecting your family.
  • Saving for the future while managing present expenses.


In the registration form include the phrase "Busy Family" and we will send you the registration link.



No products will be sold.


For additional disclosures, see thrivent.com/social.




"Key Milestones on Your Journey to an Empowered Retirement," featuring Heather Schreiber

"Key Milestones on Your Journey to an Empowered Retirement," featuring Heather Schreiber

On Demand Recording

form

98034

Register

How do you envision retirement?

While there are many answers to that question, the key is to dare to discover what’s right for you. Anticipating the milestones you face – as early as age 50 and continuing into your 70s – will help you prepare. 


Watch this exclusive conversation with Heather Schreiber on "Key Milestones on Your Journey to an Empowered Retirement." She shares expert advice on ways to save more, reduce taxes, and make the most of Social Security.


This recording is available on-demand until September 20.


Include the phrase "Schreiber - Key Milestones" in the request form and we'll send you the link.



No products will be sold. 


For additional disclosures, see thrivent.com/social.

Thrivent Open House

Thrivent Open House

120 W. Jefferson St, ste 14, Morton, IL 61550
Thrivent Office - Morton

form

98126

Register

Has the idea of talking to a financial advisor been on your mind, but you don’t know where to start? Or are you considering a different professional perspective about your finances in this season of your life? And have you heard about Thrivent and you're curious to learn more?


Then stop by our Open House to meet us and chat about what makes Thrivent a different kind of financial company.


RSVP in the form with the message "September Open House" or call our office at 309-431-1496.


*Light refreshments will be served.

**No products will be sold.


We host this event monthly on the first Thursdays. If you cannot make this one, you are welcome to join us the next time around. Or you can also schedule a complimentary 1-1 conversation with someone from our team!

Estate Preservation for the Next Generation

Estate Preservation for the Next Generation

Virtual

email

98140

Register

This webinar is designed to help educate you and your beneficiaries on the challenges many people face in retirement as they age, and to help prepare for life’s “what-ifs.” 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. 


Key topics include:

  • How you can protect your assets for you and your loved ones as you age.
  • Common misconceptions around long-term care planning.
  • 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.

This is a great workshop to watch with your beneficiaries.


Please note the viewing options:

  • September 16, 5:30pm CT
  • September 17, 11:30am CT
  • September 18, 6:30pm CT
  • September 23, 12:00pm CT

In the registration email, type "Estate Preservation Webinar" in the subject.



No products will be sold at this event. 


For additional disclosures, see thrivent.com/social.

Lunch and Learn - "Small Business What-Ifs"

Lunch and Learn - "Small Business What-Ifs"

Webinar

form

98087

Register

You’ve worked long and hard to get your business to where it is today. Having a plan for the unexpected can make the difference in fulfilling the vision for your future. Tune in to explore solutions to the most important "what-ifs" you face as a business owner.


Key Topics

-What if something happens to me?

-What if something happens to a partner or key employee?

-What if legislative or economic shifts impact my business?

-What if I want to retire or exit sooner or later?



NOTE MULTIPLE TIMES AVAILABLE

September 18 - 11:30 am CST

September 19 - 11:30 am CST

Indicate in the form which time you would like to attend. 


This event will not be recorded.



DISCLOSURES

Thrivent financial professionals do not offer tax or legal advice but can work with your tax and legal professionals on your financial strategy. Consult your tax and legal professionals for your unique situation.


See Thrivent.com/social for other disclosures.



No products will be sold

Building Wealth as a Busy Family

Building Wealth as a Busy Family

Zoom webinar

form

98060

Register

Work. Family. Financial Commitments. There is a lot to juggle in your 30's and 40's when you are balancing today's priorities with tomorrow's goals. But busy doesn't have to be the barrier to building your financial future. This virtual learning event will show you how to take a practical and proactive approach with your finances during the most demanding season of your life.


Topics will include:

  • Setting up simple cash flow systems.
  • Essentials for protecting your family.
  • Saving for the future while managing present expenses.


In the registration form include the phrase "Busy Family" and we will send you the registration link.



No products will be sold.


For additional disclosures, see thrivent.com/social.




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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