Insights
I've got valuable information and resources to share. Explore away! And check back often.


Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.


You are invited to this special event: Savvy Social Security! Monday, March 10th @ 6PM The Treasury 303- E. Walworth Avenue Delavan, WI 53115 Join us as we cover these common questions: When should I file for Social Security benefits? If I file and continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? Don’t miss out on potential opportunities to maximize your retirement income! These sessions are hosted by Thrivent - Shoreline Group. RSVP to reserve a seat for you and a guest. https://connect.thrivent.com/shoreline-group or call Jen @ 262-806-4728 A light meal will be served. No products will be sold, visit thrivent.com/social

You are invited to this special event: Savvy Social Security! Monday, March 10th @ 6PM The Treasury 303- E. Walworth Avenue Delavan, WI 53115 Join us as we cover these common questions: When should I file for Social Security benefits? If I file and continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? Don’t miss out on potential opportunities to maximize your retirement income! These sessions are hosted by Thrivent - Shoreline Group. RSVP to reserve a seat for you and a guest. https://connect.thrivent.com/shoreline-group or call Jen @ 262-806-4728 A light meal will be served. No products will be sold, visit thrivent.com/social


You are invited to this special event: Savvy Social Security! Monday, March 10th @ 6PM The Treasury 303- E. Walworth Avenue Delavan, WI 53115 Join us as we cover these common questions: When should I file for Social Security benefits? If I file and continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? Don’t miss out on potential opportunities to maximize your retirement income! These sessions are hosted by Thrivent - Shoreline Group. RSVP to reserve a seat for you and a guest. https://connect.thrivent.com/shoreline-group or call Jen @ 262-806-4728 A light meal will be served. No products will be sold, visit thrivent.com/social

You are invited to this special event: Savvy Social Security! Monday, March 10th @ 6PM The Treasury 303- E. Walworth Avenue Delavan, WI 53115 Join us as we cover these common questions: When should I file for Social Security benefits? If I file and continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? Don’t miss out on potential opportunities to maximize your retirement income! These sessions are hosted by Thrivent - Shoreline Group. RSVP to reserve a seat for you and a guest. https://connect.thrivent.com/shoreline-group or call Jen @ 262-806-4728 A light meal will be served. No products will be sold, visit thrivent.com/social


You and a guest are invited to attend this learning events... * Small Business Solutions: Tuesday, March 18th @ 9:00 am Take the next step to protect your business, your family, and your employees. Learn key things you can do to help your business succeed. Brought to you by Grant Akin. Join Grant every 3rd Tuesday of the month at Boxed & Burlap - Downtown Delavan for a light discussion and coffee on him. Reserve a seat for you and a guest: https://connect.thrivent.com/shoreline-group/events No products will be sold. Visit thrivent.com/social

You and a guest are invited to attend this learning events... * Small Business Solutions: Tuesday, March 18th @ 9:00 am Take the next step to protect your business, your family, and your employees. Learn key things you can do to help your business succeed. Brought to you by Grant Akin. Join Grant every 3rd Tuesday of the month at Boxed & Burlap - Downtown Delavan for a light discussion and coffee on him. Reserve a seat for you and a guest: https://connect.thrivent.com/shoreline-group/events No products will be sold. Visit thrivent.com/social


You are invited to this special event: Savvy Social Security! Monday, March 10th @ 6PM The Treasury 303- E. Walworth Avenue Delavan, WI 53115 Join us as we cover these common questions: When should I file for Social Security benefits? If I file and continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? Don’t miss out on potential opportunities to maximize your retirement income! These sessions are hosted by Thrivent - Shoreline Group. RSVP to reserve a seat for you and a guest. https://connect.thrivent.com/shoreline-group or call Jen @ 262-806-4728 A light meal will be served. No products will be sold, visit thrivent.com/social

You are invited to this special event: Savvy Social Security! Monday, March 10th @ 6PM The Treasury 303- E. Walworth Avenue Delavan, WI 53115 Join us as we cover these common questions: When should I file for Social Security benefits? If I file and continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? Don’t miss out on potential opportunities to maximize your retirement income! These sessions are hosted by Thrivent - Shoreline Group. RSVP to reserve a seat for you and a guest. https://connect.thrivent.com/shoreline-group or call Jen @ 262-806-4728 A light meal will be served. No products will be sold, visit thrivent.com/social


As retirement nears, it’s worth reevaluating your investments. Life changes can shift your goals, and revisiting your risk tolerance could help protect your savings. Ready to ensure your investments align with your goals? ➡️ https://bit.ly/4hspAZT

As retirement nears, it’s worth reevaluating your investments. Life changes can shift your goals, and revisiting your risk tolerance could help protect your savings. Ready to ensure your investments align with your goals? ➡️ https://bit.ly/4hspAZT


It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started: 1️⃣ What are you investing for? 2️⃣ What is your time horizon? 3️⃣ What is your risk tolerance? If you’re looking for a professional to help you with your investing strategy, let’s talk. See thrivent.com/social for important disclosures.

It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started: 1️⃣ What are you investing for? 2️⃣ What is your time horizon? 3️⃣ What is your risk tolerance? If you’re looking for a professional to help you with your investing strategy, let’s talk. See thrivent.com/social for important disclosures.