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Wine-Down Wednesdays - Personal Finance and Homebuying Workshop Series

Location: Heart of the Valley Wealth Advisors

Date: 2025-05-21T22:00:00

Whether you’re just starting out or you’ve had a few years to establish yourself, attend our free Wine-Down Wednesday workshops to learn how you can improve your financial habits and prepare to buy a home now or in the future. Plus, we’ll be serving dinner, and of course, wine!


Financial Advisor Betsy Zemlock will present on saving, budgeting and investing, and local realtor Tom Seaman of Wintrust Mortgage will provide information about the homebuying process, improving your credit and saving for a down payment.


Event details:

Join us for one, two or all three Wine-Down Wednesdays at Heart of the Valley Wealth Advisors, 3102 Community Way, Menasha, WI 54952. No registration is required.


May 21 at 5 p.m.

• 3 Steps to Making Savings a Priority

• Understanding & Improving Your Credit


Questions? Call our office at 920-423-3896.


No products will be sold at these events.

Tom Seaman, realtor with Wintrust Mortgage is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Tom Seaman are his own and not necessarily those of Thrivent or its affiliates.

Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.

No products will be sold.

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 financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity. 

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 BrokerCheck for more information about our financial advisors.

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