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Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk

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Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk

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Our team is committed to helping you plan for your future—and the future of those that you care most about. Better prepare yourself for the “what-ifs” in life by joining us as we address: • Essential estate preservation documents you should have. • What is the purpose of a will? • Estate taxes and annual gifting limits. • What is the probate process? • Advantages of naming beneficiaries on your accounts. • The Secure Act 2.0 and how it impacts your family. • Concerns about how to protect your assets. • Long-term care: Costs and options. • Effects of income taxation upon death. Oct 28, 2025 1:00 pm EST Oct 28, 2025 7:00 pm EST Register using the below link: https://us02web.zoom.us/webinar/register/WN_tPZsIMLdTA6zi119945QRQ#/registration 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. See thrivent.com/social for additional disclosures. 27764-12FB R2-24

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Our team is committed to helping you plan for your future—and the future of those that you care most about. Better prepare yourself for the “what-ifs” in life by joining us as we address: • Essential estate preservation documents you should have. • What is the purpose of a will? • Estate taxes and annual gifting limits. • What is the probate process? • Advantages of naming beneficiaries on your accounts. • The Secure Act 2.0 and how it impacts your family. • Concerns about how to protect your assets. • Long-term care: Costs and options. • Effects of income taxation upon death. Oct 28, 2025 1:00 pm EST Oct 28, 2025 7:00 pm EST Register using the below link: https://us02web.zoom.us/webinar/register/WN_tPZsIMLdTA6zi119945QRQ#/registration 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. See thrivent.com/social for additional disclosures. 27764-12FB R2-24

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Whether it’s a donor-advised fund (DAF) or a qualified charitable distribution (QCD) from your IRA, there are ways to give generously and strategically. ✨ In 2025, QCDs allow up to $108,000 in tax-free IRA donations if you're 70½ or older. ✨ A DAF offers long-term growth for future charitable grants. Don’t miss the Dec. 31 deadline to qualify for 2025 tax benefits. #CharitableGiving #DAF #QCD #TaxSmartGiving #GiveBack #YearEndPlanning For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. 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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Whether it’s a donor-advised fund (DAF) or a qualified charitable distribution (QCD) from your IRA, there are ways to give generously and strategically. ✨ In 2025, QCDs allow up to $108,000 in tax-free IRA donations if you're 70½ or older. ✨ A DAF offers long-term growth for future charitable grants. Don’t miss the Dec. 31 deadline to qualify for 2025 tax benefits. #CharitableGiving #DAF #QCD #TaxSmartGiving #GiveBack #YearEndPlanning For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. 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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Our team helps you plan and prepare for that! For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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Our team helps you plan and prepare for that! For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

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The final months of the year can fly by — Thanksgiving, Christmas, New Year’s… then suddenly it’s Tax Day. Start tackling important financial tasks now, while you still have time to make smart, proactive decisions. From retirement contributions to tax-efficient gifting, what you do before Dec. 31 can set the tone for next year. ✅ Maximize tax savings ✅ Optimize retirement accounts ✅ Plan charitable giving Start early. Stress less. Finish strong. #FinancialPlanning #EndOfYearChecklist #TaxPlanning #MoneyMoves #WealthManagement For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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The final months of the year can fly by — Thanksgiving, Christmas, New Year’s… then suddenly it’s Tax Day. Start tackling important financial tasks now, while you still have time to make smart, proactive decisions. From retirement contributions to tax-efficient gifting, what you do before Dec. 31 can set the tone for next year. ✅ Maximize tax savings ✅ Optimize retirement accounts ✅ Plan charitable giving Start early. Stress less. Finish strong. #FinancialPlanning #EndOfYearChecklist #TaxPlanning #MoneyMoves #WealthManagement For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

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➡️ Smart investing keeps your goals in motion—whether that’s buying a home, retiring early, or leaving a legacy. #InvestSmart #WealthBuilding #FinancialGoals #MoneyMatters 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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➡️ Smart investing keeps your goals in motion—whether that’s buying a home, retiring early, or leaving a legacy. #InvestSmart #WealthBuilding #FinancialGoals #MoneyMatters 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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💬 Ask yourself: • Do I know my “retirement number”? • Do I have multiple income streams? • Have I stress-tested my plan for market downturns? The sooner you start, the more options you’ll have later. For disclosure information, see thrivent.com/social.

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💬 Ask yourself: • Do I know my “retirement number”? • Do I have multiple income streams? • Have I stress-tested my plan for market downturns? The sooner you start, the more options you’ll have later. For disclosure information, see thrivent.com/social.

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➡️ Small, consistent contributions today can grow into something remarkable tomorrow. #CompoundInterest #StartEarly #FinancialGrowth #MoneyTips For disclosure information, see thrivent.com/social.

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➡️ Small, consistent contributions today can grow into something remarkable tomorrow. #CompoundInterest #StartEarly #FinancialGrowth #MoneyTips For disclosure information, see thrivent.com/social.

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Two Doors of Retirement: Which will you choose? Help to make sure you open the right one. There are two doors to your retirement future— one helps ensure you have enough income, the other may fall short. To begin, ask yourself if you know where your assets are. What is your top risk in retirement? How can you create guaranteed income? Find answers at this informational workshop. • See the prevalence and impact of scams in the U.S. • Explore examples of common scams. • Gain specific tips to help avoid falling victim. Event Details: Wednesday, October 15, 2025 12:00 p.m. ET Tavolino 274 Patriot Place, Foxboro, MA Thursday, October 16, 2025 12:00 p.m. Salvatores 354 Merrimack St, Lawrence, MA Reserve your place today! Please call Barbara Bosworth at 774-202-2240 or email barbara.bosworth@thrivent.com. A meal will be served. For disclosure information, see thrivent.com/social. No products will be sold.

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Two Doors of Retirement: Which will you choose? Help to make sure you open the right one. There are two doors to your retirement future— one helps ensure you have enough income, the other may fall short. To begin, ask yourself if you know where your assets are. What is your top risk in retirement? How can you create guaranteed income? Find answers at this informational workshop. • See the prevalence and impact of scams in the U.S. • Explore examples of common scams. • Gain specific tips to help avoid falling victim. Event Details: Wednesday, October 15, 2025 12:00 p.m. ET Tavolino 274 Patriot Place, Foxboro, MA Thursday, October 16, 2025 12:00 p.m. Salvatores 354 Merrimack St, Lawrence, MA Reserve your place today! Please call Barbara Bosworth at 774-202-2240 or email barbara.bosworth@thrivent.com. A meal will be served. For disclosure information, see thrivent.com/social. No products will be sold.

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Social Security is a vital income source— but timing is everything. 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, presented by Tim Kiesling 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? Event Details: Wednesday, October 15, 2025 6:00 p.m. ET Fireside Grille 30 Bedford St, Middleboro, MA Thursday, October 16, 2025 6:00 p.m. Salvatores 354 Merrimack St, Lawrence, MA Reserve your place today! Please call Barbara Bosworth at 774-202-2240 or email barbara.bosworth@thrivent.com. Dinner will be served. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. No products will be sold.

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Social Security is a vital income source— but timing is everything. 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, presented by Tim Kiesling 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? Event Details: Wednesday, October 15, 2025 6:00 p.m. ET Fireside Grille 30 Bedford St, Middleboro, MA Thursday, October 16, 2025 6:00 p.m. Salvatores 354 Merrimack St, Lawrence, MA Reserve your place today! Please call Barbara Bosworth at 774-202-2240 or email barbara.bosworth@thrivent.com. Dinner will be served. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. 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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