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2nd Quarter 2024 Market Outlook: Staying the course

Hear more from Thrivent Asset Management on rate cuts, inflation and what to do with stocks and bonds in the second quarter.

In the current soft economic landing scenario, for our second quarter outlook, we recommend staying the course with investments in both stocks and bonds.

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Josh and Ellen have a heart for philanthropy. Thrivent was able to help them connect their finances with their love of giving back. Wondering how to align your finances with your values? We can help. Get started here: https://bit.ly/3UzhNRG

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Josh and Ellen have a heart for philanthropy. Thrivent was able to help them connect their finances with their love of giving back. Wondering how to align your finances with your values? We can help. Get started here: https://bit.ly/3UzhNRG

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Join us tomorrow 6/29 at 6pm via zoom for a workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs and is an ambulatory wheelchair user herself. Topics will include: • Resources: state, local and federal. • Medicaid and Medicare. • Support options. • How personal financial planning impacts special needs planning. • IEP vs. 504. • Special needs trusts. • ABLE accounts. • Tax considerations. This educational event is designed for our clients and families who wish to learn more about special needs No products will be sold. Register Here: https://us02web.zoom.us/meeting/register/tZMlcu6tpj4qE9BqWWArnYoKk2t1Z_o8npUG#/registration?referenceId=hannah-magrum Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 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/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. Refer to the Thrivent Investment Management Inc. Form CRS Relationship Summary for more information about us; our relationships and services; fees, costs, conflicts, and standard of conduct; disciplinary history; and additional information. Available upon request from your financial professional and on thrivent.com/disclosures.

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Join us tomorrow 6/29 at 6pm via zoom for a workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs and is an ambulatory wheelchair user herself. Topics will include: • Resources: state, local and federal. • Medicaid and Medicare. • Support options. • How personal financial planning impacts special needs planning. • IEP vs. 504. • Special needs trusts. • ABLE accounts. • Tax considerations. This educational event is designed for our clients and families who wish to learn more about special needs No products will be sold. Register Here: https://us02web.zoom.us/meeting/register/tZMlcu6tpj4qE9BqWWArnYoKk2t1Z_o8npUG#/registration?referenceId=hannah-magrum Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 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/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. Refer to the Thrivent Investment Management Inc. Form CRS Relationship Summary for more information about us; our relationships and services; fees, costs, conflicts, and standard of conduct; disciplinary history; and additional information. Available upon request from your financial professional and on thrivent.com/disclosures.

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Join us for a workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs and is an ambulatory wheelchair user herself. Topics will include: • Resources: state, local and federal. • Medicaid and Medicare. • Support options. • How personal financial planning impacts special needs planning. • IEP vs. 504. • Special needs trusts. • ABLE accounts. • Tax considerations. This educational event is designed for our clients and families who wish to learn more about special needs No products will be sold. Register Here: https://us02web.zoom.us/meeting/register/tZMlcu6tpj4qE9BqWWArnYoKk2t1Z_o8npUG#/registration?referenceId=hannah-magrum Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 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/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. Refer to the Thrivent Investment Management Inc. Form CRS Relationship Summary for more information about us; our relationships and services; fees, costs, conflicts, and standard of conduct; disciplinary history; and additional information. Available upon request from your financial professional and on thrivent.com/disclosures.

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Join us for a workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs and is an ambulatory wheelchair user herself. Topics will include: • Resources: state, local and federal. • Medicaid and Medicare. • Support options. • How personal financial planning impacts special needs planning. • IEP vs. 504. • Special needs trusts. • ABLE accounts. • Tax considerations. This educational event is designed for our clients and families who wish to learn more about special needs No products will be sold. Register Here: https://us02web.zoom.us/meeting/register/tZMlcu6tpj4qE9BqWWArnYoKk2t1Z_o8npUG#/registration?referenceId=hannah-magrum Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 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/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. Refer to the Thrivent Investment Management Inc. Form CRS Relationship Summary for more information about us; our relationships and services; fees, costs, conflicts, and standard of conduct; disciplinary history; and additional information. Available upon request from your financial professional and on thrivent.com/disclosures.

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Join us for a workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs and is an ambulatory wheelchair user herself. Topics will include: • Resources: state, local and federal. • Medicaid and Medicare. • Support options. • How personal financial planning impacts special needs planning. • IEP vs. 504. • Special needs trusts. • ABLE accounts. • Tax considerations. This educational event is designed for our clients and families who wish to learn more about special needs No products will be sold. Register Here: https://us02web.zoom.us/meeting/register/tZMlcu6tpj4qE9BqWWArnYoKk2t1Z_o8npUG#/registration?referenceId=hannah-magrum Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 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/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. Refer to the Thrivent Investment Management Inc. Form CRS Relationship Summary for more information about us; our relationships and services; fees, costs, conflicts, and standard of conduct; disciplinary history; and additional information. Available upon request from your financial professional and on thrivent.com/disclosures.

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Join us for a workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs and is an ambulatory wheelchair user herself. Topics will include: • Resources: state, local and federal. • Medicaid and Medicare. • Support options. • How personal financial planning impacts special needs planning. • IEP vs. 504. • Special needs trusts. • ABLE accounts. • Tax considerations. This educational event is designed for our clients and families who wish to learn more about special needs No products will be sold. Register Here: https://us02web.zoom.us/meeting/register/tZMlcu6tpj4qE9BqWWArnYoKk2t1Z_o8npUG#/registration?referenceId=hannah-magrum Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 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/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. Refer to the Thrivent Investment Management Inc. Form CRS Relationship Summary for more information about us; our relationships and services; fees, costs, conflicts, and standard of conduct; disciplinary history; and additional information. Available upon request from your financial professional and on thrivent.com/disclosures.

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Disclosures

Join us for a workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs and is an ambulatory wheelchair user herself. Topics will include: • Resources: state, local and federal. • Medicaid and Medicare. • Support options. • How personal financial planning impacts special needs planning. • IEP vs. 504. • Special needs trusts. • ABLE accounts. • Tax considerations. This educational event is designed for our clients and families who wish to learn more about special needs No products will be sold. Register Here: https://us02web.zoom.us/meeting/register/tZMlcu6tpj4qE9BqWWArnYoKk2t1Z_o8npUG#/registration?referenceId=hannah-magrum Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. 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/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. Refer to the Thrivent Investment Management Inc. Form CRS Relationship Summary for more information about us; our relationships and services; fees, costs, conflicts, and standard of conduct; disciplinary history; and additional information. Available upon request from your financial professional and on thrivent.com/disclosures.

Thrivent disclosures include product and service costs, new member information, Business Continuity Plan, Privacy Notice and Municipal Securities.

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What Is Special Needs Planning? With Hannah Magrum, ChSNC®️ - Milwaukee Financial & Retirement Advisors | Keil Financial

Hi Everyone, We are so excited! Hannah Magrum was just a guest Jeremy Keil’s Podcast. Hannah dives into what special needs planning is and how it differs from typical financial planning. She talks about the different services and supports available within the education system that applies to financial planning, the difficulties some families face, and her top tips for families who are uncomfortable navigating the school system. Here is the link to the podcast: https://keilfp.com/blogpodcast/special-needs-planning/ You can listen to the podcast on your phone or computer simply by clicking on the link.

Tune in to learn about what special needs planning is. | Keil Financial...

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Annuities can help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/3m6E9ay #AnnuityAwarenessMonth

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Annuities can help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/3m6E9ay #AnnuityAwarenessMonth

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How is your credit score calculated?

Wondering what impacts your credit score? From your payment history to credit diversification, here are the key elements that matter.

Our credit scores are typically reviewed whenever we make major financial transactions—buying a house, securing loans and credit cards, renting an apartment...

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Placing a fraud alert on your credit reports is just one way you can guard against identity theft. Find more fraud prevention tips and learn what to do if your personal information is stolen: https://bit.ly/3O7HG5w

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Placing a fraud alert on your credit reports is just one way you can guard against identity theft. Find more fraud prevention tips and learn what to do if your personal information is stolen: https://bit.ly/3O7HG5w

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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

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