Can your portfolio withstand market volatility?
Learn the latest economic data to help invest with greater confidence.
Get Thrivent’s perspective on the economy and how it could affect your financial strategy. If you’re concerned about market fluctuations, interest rates and economic uncertainty, don’t miss this opportunity to help you invest with greater confidence.
Economic Review and Market Outlook Event, presented by special guest, Chuck Etzweiler
Join Zoom Meeting
https://us06web.zoom.us/j/81788731329?pwd=YWnDVO0T5WEebMhgfSfAAHWarM6Iqm.1
Meeting ID: 817 8873 1329
Passcode: 504251
This session features our guest speaker Chuck Etzweiler, Chief Research Officer & Senior Vice President MBA, CIMA®, CMT, CFP® from Nepsis.
No products will be sold at this event. Chuck Etzweiler, Chief Research Officer & Senior Vice President MBA, CIMA®, CMT, CFP® with Nepsis is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Chuck Etzweiler are their own and not necessarily those of Thrivent or its affiliates. For disclosure information, see thrivent.com/social
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.
A new job. A move. A divorce. A loss. A change of heart about retirement.
Life doesn’t always follow the plan—and that’s okay.
Our agile approach helps you respond to change instead of being overwhelmed by it.
Because the goal isn’t to predict the future.
It’s to be ready for it.
https://calendly.com/jennifer-brown-thrivent
For disclosure information, see thrivent.com/social.
Great question.
You shouldn’t need a decoder ring to understand your financial advisor. 😄
But those designations can tell you something important: your advisor has invested time and effort into developing specialized knowledge.
And ultimately, that knowledge should translate into something much more valuable than letters on a business card:
Designed to support more effective conversations, questions, and planning.
https://calendly.com/jennifer-brown-thrivent
See thrivent.com/social for additional disclosures.
Because a good financial plan isn’t just about what you have.
It’s about what you want your life to look like. ❤️
https://calendly.com/jennifer-brown-thrivent
For disclosure information, see thrivent.com/social.
#FinancialPlanning #LifeAndMoney #WealthPlanning #FinancialGoals
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
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.
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
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
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
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
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
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
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.
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
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
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
