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Events

Social Security-Timing is Everything

NICC Campus -Peosta (park far end of South Lot) 8342 NICC Drive, Classroom 104A Peosta, IA

As you approach retirement, thinking about Social Security can

be confusing. Making the most of your benefits has a lot to do

with when you apply. Attend Social Security: Timing Is

Everything to get answers to your questions and start making a

plan for what Social Security can mean for you.

• When should I apply for Social Security?

• How can I maximize my benefits?

• How will this affect my spouse?

This session is hosted by Tim Zauche, ChFCr, RICPr, CKAr

and Joe Gustafson.



A Lifetime Gift with Shelly Halverson

Platteville Senior Center 75 N. Bonson Street Platteville, WI
Platteville Senior Center

What no one wants to discuss could

be the best present ever.

We plan for weddings, college, vacation and retirement.

Why is it so hard to plan for death? A Lifetime Gift is for

anyone who wants tools to help you talk to loved ones and

prepare. Certified Celebrant Shelly Halverson offers

conversation starters and a practical checklist with

encouraging instructions.

• Learn how planning ahead can bring peace of

mind.

• Discover the value of sharing information stored in

your head.

• Get helpful checklists and instructions for last

wishes.

No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Joe Gustafson or Tim Zauche are our own and not necessarily those of Thrivent or its affiliates.

Prepare Wisely: Estate Strategy Essentials

Southwest Technical College Rm 430 Fennimore, WI
Southwest Technical College

Who needs an estate plan? You do. No matter your age,

wealth or status, you have an estate. And you can’t take it with

you when you die. During Prepare Wisely: Estate Strategy

Essentials, explore estate strategies and tools you can use to

make your final wishes clear. Your loved ones will be grateful.

• Explore assets— whether they be financial or physical.

• Understand beneficiaries— family or organizations you

care about.

• Gain tools to help put your plans into action.

No products will be sold. See thrivent.com/social for important disclosure information

Social Security-Timing is Everything

Social Security-Timing is Everything

NICC Campus -Peosta (park far end of South Lot) 8342 NICC Drive, Classroom 104A Peosta, IA

email

98057

Register

As you approach retirement, thinking about Social Security can

be confusing. Making the most of your benefits has a lot to do

with when you apply. Attend Social Security: Timing Is

Everything to get answers to your questions and start making a

plan for what Social Security can mean for you.

• When should I apply for Social Security?

• How can I maximize my benefits?

• How will this affect my spouse?

This session is hosted by Tim Zauche, ChFCr, RICPr, CKAr

and Joe Gustafson.



A Lifetime Gift with Shelly Halverson

A Lifetime Gift with Shelly Halverson

Platteville Senior Center 75 N. Bonson Street Platteville, WI
Platteville Senior Center

email

98146

Register

What no one wants to discuss could

be the best present ever.

We plan for weddings, college, vacation and retirement.

Why is it so hard to plan for death? A Lifetime Gift is for

anyone who wants tools to help you talk to loved ones and

prepare. Certified Celebrant Shelly Halverson offers

conversation starters and a practical checklist with

encouraging instructions.

• Learn how planning ahead can bring peace of

mind.

• Discover the value of sharing information stored in

your head.

• Get helpful checklists and instructions for last

wishes.

No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Joe Gustafson or Tim Zauche are our own and not necessarily those of Thrivent or its affiliates.

Prepare Wisely: Estate Strategy Essentials

Prepare Wisely: Estate Strategy Essentials

Southwest Technical College Rm 430 Fennimore, WI
Southwest Technical College

email

98147

Register

Who needs an estate plan? You do. No matter your age,

wealth or status, you have an estate. And you can’t take it with

you when you die. During Prepare Wisely: Estate Strategy

Essentials, explore estate strategies and tools you can use to

make your final wishes clear. Your loved ones will be grateful.

• Explore assets— whether they be financial or physical.

• Understand beneficiaries— family or organizations you

care about.

• Gain tools to help put your plans into action.

No products will be sold. See thrivent.com/social for important disclosure information

No products will be sold.

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.

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 Broker Check for more information about our financial advisors.

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.

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