Insights
Join us for a very special in person presentation of "A Lifetime Gift with Shelly Halverson in person!
When: Wednesday, October 28th, 2026
Location: Galesburg Community Arts Center
349 E Main St Galesburg, IL 61401
A meal will be served at 11:30 AM CT with the presentation starting at 12:00 PM CT. Please feel free to browse the art gallery from 11:00 AM CT-4:00 PM CT
Attending will allow you to gain insights into the value of daring to prepare for what-if situations and end of life. Shelly will walk through a checklist of important documents, final wishes, and personal instructions that are beneficial to attendees. It's a gift for you and your loved ones in the event of a major health change or at end of life.
To register: https://www.eventbrite.com/e/a-lifetime-gift-with-guest-speaker-shelly-halverson-tickets-2001713077700?aff=oddtdtcreator
OR contact our office at 309-341-0073 or heartfeltfinancialassociates@thrivent.com
No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Shelly Halverson are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures
The annual enrollment period for Medicare starts October 15th and runs through December 7th. If you need help evaluating your Prescription Drug plan or your Medicare Advantage plan for 2027, please give our office a call at 309-341-0073.
Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4qauUq7
See thrivent.com/social for important disclosures.
There is a path for you to become a financial advisor (whatever your personality).
Different clients prefer different kinds of financial advisors (all who deliver meaningful, purpose-driven financial advice).
Discover more about the financial advisor career here: thriventcareers.com/4jhB4Dp
Did you miss out on our watch parties? You have another chance to watch "Leaving a Thriving Legacy" right from the comfort of your home!
Wednesday, October 14th, 2026, at 12:00 PM CT
Thursday, October 15th, 2026, at 6:30 PM CT
Hear from our special guest speaker, Eric Bilger, and learn strategies to help you better prepare for life’s “what-ifs.” This event is designed for our clients and their adult beneficiaries. Together we'll address common concerns about planning for aging parents and protecting family assets. We are dedicated to helping you make thoughtful plans for your future and the people you care about most.
Register here: https://bit.ly/UMWOct14-15
No products will be sold. See thrivent.com/social for additional disclosures.
Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️
🧩 Ready to put your puzzle skills to the test?
Join us for a Jigsaw Puzzle Challenge on Saturday, November 7 at 5 p.m. at Ransom Memorial Library’s Elias B. Main Hall!
🍕 Teams of 5
🧩 500-piece puzzle
💵 $100 per team
The winning team will be the first to complete the puzzle, eat a large pizza, and drink two drinks per person!
To register, contact Jean Ann Erickson:
📧 jeanannerickson@icloud.com
📞 309-337-2655
Sponsored by Altona Historical Society and Thrivent.
No products will be sold. See thrivent.com/social for additional disclosures.
Join us for a very special in person presentation of "A Lifetime Gift with Shelly Halverson in person!
When: Wednesday, October 28th, 2026
Location: Galesburg Community Arts Center
349 E Main St Galesburg, IL 61401
A meal will be served at 11:30 AM CT with the presentation starting at 12:00 PM CT. Please feel free to browse the art gallery from 11:00 AM CT-4:00 PM CT
Attending will allow you to gain insights into the value of daring to prepare for what-if situations and end of life. Shelly will walk through a checklist of important documents, final wishes, and personal instructions that are beneficial to attendees. It's a gift for you and your loved ones in the event of a major health change or at end of life.
To register: https://www.eventbrite.com/e/a-lifetime-gift-with-guest-speaker-shelly-halverson-tickets-2001713077700?aff=oddtdtcreator
OR contact our office at 309-341-0073 or heartfeltfinancialassociates@thrivent.com
No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Shelly Halverson are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures
🧩 Ready to put your puzzle skills to the test?
Join us for a Jigsaw Puzzle Challenge on Saturday, November 7 at 5 p.m. at Ransom Memorial Library’s Elias B. Main Hall!
🍕 Teams of 5
🧩 500-piece puzzle
💵 $100 per team
The winning team will be the first to complete the puzzle, eat a large pizza, and drink two drinks per person!
To register, contact Jean Ann Erickson:
📧 jeanannerickson@icloud.com
📞 309-337-2655
Sponsored by Altona Historical Society and Thrivent.
No products will be sold. See thrivent.com/social for additional disclosures.
Did you miss out on our watch parties? You have another chance to watch "Leaving a Thriving Legacy" right from the comfort of your home!
Wednesday, October 14th, 2026, at 12:00 PM CT
Thursday, October 15th, 2026, at 6:30 PM CT
Hear from our special guest speaker, Eric Bilger, and learn strategies to help you better prepare for life’s “what-ifs.” This event is designed for our clients and their adult beneficiaries. Together we'll address common concerns about planning for aging parents and protecting family assets. We are dedicated to helping you make thoughtful plans for your future and the people you care about most.
Register here: https://bit.ly/UMWOct14-15
No products will be sold. See thrivent.com/social for additional disclosures.
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.
To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.
Explore whether charitable bunching is right for you. ⬇️
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
See thrivent.com/social for important disclosures.
Welcome! You are invited to join a webinar: Leaving a Thriving Legacy. After registering, you will receive a confirmation email about joining the webinar.You're invited to join us for an “Leaving a Thriving Legacy” Watch Party!
Tuesday, October 6th at 5:30pm CT
Wednesday, October 7th at 11:30am CT
Location: Heartfelt Financial Associates of Thrivent
451 N Henderson St, Galesburg, IL 61401
Hear from our special guest speaker, Eric Bilger, and learn strategies to help you better prepare for life’s “what-ifs.” This event is designed for our clients and their adult beneficiaries. Together we'll address common concerns about planning for aging parents and protecting family assets. We are dedicated to helping you make thoughtful plans for your future and the people you care about most.
Reserve your in-person watch party spot by calling 309-341-0073 or emailing heartfeltfinancialassociates@thrivent.com.
Can’t attend in person? Watch from home at https://bit.ly/thriving_legacy
No products will be sold. See thrivent.com/social for additional disclosures.
What could your future look like with the right plan?
Whether you're planning for what's next or navigating a new chapter, you don't have to figure it out alone.
Let's talk about what matters most to you, then build a personalized financial plan to help you achieve your goals.
See thrivent.com/social for important disclosures.
Time for a career refresh?
The virtual advice role at Thrivent serves as a launching pad for your financial services career.
You get paid training, structured development and hands-on experience that sets you up for long-term success as a financial advisor.
Explore this unique opportunity: thriventcareers.com/4cEb2pZ
#CareerChange #FinancialServices #FinancialAdvisor
Love the work you do (while making an attractive income).
Find purpose, growth and a team of people invested in your success.
Discover more about the financial advisor career: thriventcareers.com/4cIdiwn
#CareerChange #FinancialServices #FinancialAdvisor
Now that you know what a financial plan is, the next step is creating one that's tailored to you.
Together, we can organize all the pieces of your finances into a financial plan that supports your goals now and in the future.
Let's get started.
See thrivent.com/social for important disclosures.
Welcome! You are invited to join a webinar: Leaving a Thriving Legacy. After registering, you will receive a confirmation email about joining the webinar.You're invited to join us for an “Leaving a Thriving Legacy” Watch Party!
Tuesday, October 6th at 5:30pm CT
Wednesday, October 7th at 11:30am CT
Location: Heartfelt Financial Associates of Thrivent
451 N Henderson St, Galesburg, IL 61401
Hear from our special guest speaker, Eric Bilger, and learn strategies to help you better prepare for life’s “what-ifs.” This event is designed for our clients and their adult beneficiaries. Together we'll address common concerns about planning for aging parents and protecting family assets. We are dedicated to helping you make thoughtful plans for your future and the people you care about most.
Reserve your in-person watch party spot by calling 309-341-0073 or emailing heartfeltfinancialassociates@thrivent.com.
Can’t attend in person? Watch from home at https://bit.ly/thriving_legacy
No products will be sold. See thrivent.com/social for additional disclosures.
Habitat for Humanity Quad CitiesSecure Your Documents. Support Your Community.
We love helping our community - and we’d love for you to join us!
📆Saturday, September 19th, 2026
9:00 AM - 12:00 PM
📍Redeemer Lutheran Church
1107 Tanglefoot Ln,
Bettendorf, IA 52722
Come to Redeemer Lutheran Church for a secure document Shred Event and support our community partner, Habitat for Humanity! For every $2 donated, Thrivent will add $1, up to an additional $1,500! Together, we will support Habitat for Humanity bringing people together to build homes, communities, and hope.
Can’t attend? Donate now and have your donation doubled for Habitat for Humanity!
https://thrivent.cotribute.co/events/1354697/detail
Questions? Call Michele Goldsberry at 563-345-6424 or email michele.goldsberry@thrivent.com.
No products will be sold.