Insights

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The numbers matter. But they only matter because of the people behind them. https://calendly.com/jennifer-brown-thrivent For disclosure information, see thrivent.com/social
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Do you have questions about divorce? Are you contemplating, or maybe your partner has filed, and you’re not sure where to start? At this workshop, you’ll receive an unbiased look at the legal, emotional, and financial aspects of divorce in a workshop style conversation. No question is off-limits and personal stories and names are kept confidential. Our goal is to empower you to make the best decision for yourself and your family, which may not be a divorce! During the workshop, you will learn: • The divorce process, your rights and options, child custody and visitation, child support, alimony, and more from a local divorce lawyer. • The emotional stages of divorce, strategies to maintain your mental health, how to support yourself and your children. • How to navigate the financial realities of divorce, determining support, what to do with the family home and retirement plans, and more. Register by calling or emailing: (805) 375-3258 brenda.guzman@thrivent.com Use this link to join! https://bit.ly/4eMVKkH No products will be sold. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. Family Law Attorney, Marya McFadden, PhD, JD is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Family Law Attorney, Marya McFadden, PhD, JD are their own and not necessarily those of Thrivent or its affiliates.
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Good tax planning connects the dots. https://calendly.com/jennifer-brown-thrivent #TaxPlanning #RothConversion #RetirementPlanning #TaxStrategy For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
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Because a financial decision that looks good today might look very different five or ten years from now. The goal isn’t just to get through the transition. It’s to help you build a financial path forward. For disclosure information, see thrivent.com/social. #CDFA #DivorceFinancialPlanning #FinancialPlanning #DivorcePlanning #FinancialConfidence
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A Roth conversion may make sense when your current tax rate is lower than you expect it to be later. The right amount and timing can make all the difference. Your tax bracket is a planning tool. Use it. For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
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Buying a financial product is one decision. Building a financial plan is a process. That's why I've chosen to focus our time where we believe we make the biggest difference: helping individuals and families create a strategy that works together—not just checking another item off a list. https://calendly.com/jennifer-brown-thrivent For more information visit Thrivent.com/social. #FinancialConfidence #PurposeDrivenPlanning
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More options to give. More options to dream. More options to spend your time doing what matters most. https://calendly.com/jennifer-brown-thrivent For more information visit Thrivent.com/social. #FinancialFreedom #LiveWithPurpose
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Those initials aren't there to impress you. They're there to better serve you. See thrivent.com/social for additional disclosures
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A Roth conversion can be a powerful strategy for moving money from a traditional retirement account to a Roth IRA, potentially creating more tax flexibility down the road. The key? Timing matters. For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
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Do you have questions about divorce? Are you contemplating, or maybe your partner has filed, and you’re not sure where to start? At this workshop, you’ll receive an unbiased look at the legal, emotional, and financial aspects of divorce in a workshop style conversation. No question is off-limits and personal stories and names are kept confidential. Our goal is to empower you to make the best decision for yourself and your family, which may not be a divorce! During the workshop, you will learn: • The divorce process, your rights and options, child custody and visitation, child support, alimony, and more from a local divorce lawyer. • The emotional stages of divorce, strategies to maintain your mental health, how to support yourself and your children. • How to navigate the financial realities of divorce, determining support, what to do with the family home and retirement plans, and more. Register by calling or emailing: (805) 375-3258 brenda.guzman@thrivent.com Use this link to join! https://bit.ly/4eMVKkH No products will be sold. For disclosure information, see thrivent.com/social.
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There was a time when finances were "his thing." Not anymore. Every woman deserves to understand where the money is, how the plan works, and what would happen if life changed tomorrow. Confidence doesn't come from having all the answers. It comes from knowing where to turn and being part of the conversation. For disclosure information, see thrivent.com/social #WomenAndWealth #FinancialPlanning #FinancialConfidence
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Life has a way of changing plans without asking first. A job change. A health scare. The loss of someone you love. A financial plan won't stop life's surprises, but it can help you face them with a little more confidence. https://calendly.com/jennifer-brown-thrivent See thrivent.com/social for additional disclosures. #FinancialPlanning #PrepareWithPurpose
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Based on your goals, needs, and values I can help develop a spectrum of financial solutions. Time to connect---->https://calendly.com/jennifer-brown-thrivent See thrivent.com/social for additional disclosures
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Read that again! See thrivent.com/social for additional disclosures.
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The best financial plans aren't built overnight. They're built one smart decision, one conversation, and one goal at a time. No matter where you are on your journey, I'm here to help you keep moving forward. See thrivent.com/social for additional disclosures. #ProgressNotPerfection #FinancialPlanning #FinancialWellness
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True giving isn't just about writing a check — it's about strategic generosity. When you align your wealth planning with your passion for impact, you amplify both. ✅ Make a difference ✅ Maximize tax efficiency ✅ Build a legacy that lasts For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited #PhilanthropyDoneRight #ImpactInvesting #SmartGiving
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Big decisions don't have to feel overwhelming. I'm passionate about helping people take control of their financial future with a plan that's built around their goals—not someone else's. Confidence starts with one conversation. https://calendly.com/jennifer-brown-thrivent #FinancialConfidence #FinancialPlanning #WomenAndMoney See thrivent.com/social for additional disclosures.
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I'm committed to walking alongside you every step of the way with advice that's personalized, purposeful, and centered on your goals. Let's start the conversation. https://calendly.com/jennifer-brown-thrivent For more information visit Thrivent.com/social. #FinancialFreedom #LegacyPlanning
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Our diverse specialties and extensive industry experience allow us to provide timely guidance tailored to your unique needs. https://calendly.com/jennifer-brown-thrivent For disclosure information, see thrivent.com/social #FinancialPlanning
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Let's build your future with purpose. https://calendly.com/jennifer-brown-thrivent For disclosure information, see thrivent.com/social