Events
Planning for special needs individuals and their families
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 discussed 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
No products will be sold.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
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/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.
Have you used your Thrivent Action Team?
We all want to give back, but sometimes it’s hard to know where to begin. If you’re wondering how you can make a difference, we can help. Thrivent Action Teams are a great way to make a positive impact in your community. Simply gather a team of neighbors or friends for a fundraiser, educational event or service activity.
Thrivent offers all the resources you need to get started, including up to $250 in seed money. Your team provides the passion that brings your project to life.
Join us for this quick 12 minute video (on-demand, watch when you can) to learn more about this member benefit and take you step by step on how to apply for your Thrivent Action Team!
No products will be sold. For additional disclosures, see Thrivent.com/social.
Get to know Money Canvas
Learn how Money Canvas, a free coaching service, can help you build healthier budgeting, saving, and spending habits. Through Money Canvas’s 3 virtual sessions with a Money Guide, you will build confidence and learn to manage money mindfully.
Join us for this quick 3 minute video (on-demand, watch when you can) to learn more about this program and how you can connect for your free session!
No products will be sold. For additional disclosures, see Thrivent.com/social.
Planning for special needs individuals and their families
Planning for special needs individuals and their families
link
95711
RegisterJoin 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 discussed 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
No products will be sold.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
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/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.
Have you used your Thrivent Action Team?
Have you used your Thrivent Action Team?
76709
We all want to give back, but sometimes it’s hard to know where to begin. If you’re wondering how you can make a difference, we can help. Thrivent Action Teams are a great way to make a positive impact in your community. Simply gather a team of neighbors or friends for a fundraiser, educational event or service activity.
Thrivent offers all the resources you need to get started, including up to $250 in seed money. Your team provides the passion that brings your project to life.
Join us for this quick 12 minute video (on-demand, watch when you can) to learn more about this member benefit and take you step by step on how to apply for your Thrivent Action Team!
No products will be sold. For additional disclosures, see Thrivent.com/social.
Get to know Money Canvas
Get to know Money Canvas
link
76759
RegisterLearn how Money Canvas, a free coaching service, can help you build healthier budgeting, saving, and spending habits. Through Money Canvas’s 3 virtual sessions with a Money Guide, you will build confidence and learn to manage money mindfully.
Join us for this quick 3 minute video (on-demand, watch when you can) to learn more about this program and how you can connect for your free session!
No products will be sold. For additional disclosures, see Thrivent.com/social.
No products will be sold.