Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
🎉We're mixing flights & finances - Retirement should be savored
Join us on September 18 2025, 5:30 pm at Legacy Hotel in Green Bay
Space is limited, RSVP required by Sept 12
Chart your financial future while enjoying a delicious flight of beer!
Marketplace and Medicare Fundamentals
presented by Diane Woodhead, health insurance agent with Woodhead Insurance
🔷Sept. 18 (RSVP by Sept. 12)
5:30 p.m. | Registration and hors d’oeuvres
6 p.m. | Flights of beer and presentation
🔷Click here to RSVP https://bit.ly/4nisIdE
Hosted by Thrivent Community and Green Bay Financial Group
No products will be sold.
Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Diane Woodhead, health insurance agent with Woodhead Insurance and Tori Kluess, attorney with Conway, Olejniczak and Jerry, S.C., are not affiliated with or endorsed by Thrivent. The views expressed in these presentations by Diane Woodhead and Tori Kluess are their own and not necessarily those of Thrivent or its affiliates. Thrivent.com/disclosures.
Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause.
To help today 👉 https://bit.ly/3U57K56
Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO
5 financial risks (and how to adapt your financial plan)Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️
Market uncertainty: Tariffs and economic policy drive volatilityUncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.
Is early retirement right for you?Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️
Enjoy retirement income without the guessworkYou've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.
Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz
If you'd like to discuss your unique retirement risk factors, let's set up a meeting.
How to invest for retirement: Account types & strategic movesInvesting for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.
Retirement savings by age: How much should you have?Planning for retirement can seem like a long and complex journey. Knowing how much to save is a foundational piece of achieving your retirement goals—check out these planning milestones based on your age.
2024 IRA contribution deadline: There's still time to maximize your savingsIt may be 2025, but you still have time to maximize your savings for the 2024 tax year. Explore how contributing to an IRA can help boost your retirement savings and find answers to the most common IRA questions.
Is your retirement strategy built for the long run?A resilient retirement strategy accounts for the unexpected-including market volatility, inflation and extended care costs. Here are some steps you can take to protect your next chapter.
Longevity risk: What it is & how to prepare for it in retirementA long life is a blessing to enjoy, but it also requires careful preparation. Living longer than expected (also known as longevity risk), can put pressure on your retirement savings. Here's how to protect your future. ⬇️
Clients with membership, did you know you have access to a complimentary membership benefit to support caregivers? Get personalized support, relevant resources, and the opportunity to connect directly with licensed, credentialed caregiving and aging experts.
Sign up today: https://bit.ly/3s9VKlf
Life insurance & living benefits: Ways to use permanent life insuranceDid you know there are more ways permanent life insurance can be part of your financial plan? Here are 5 living benefits of life insurance.
Risks and habits that can derail your financial planIs your future protected from the unexpected? Here are 5 uncertainties to plan for to keep your goals on track.
Preparing for retirement checklist: Are you retirement ready?Retirement planning can feel like a lot. Here’s a simple checklist to help you get started. 👇
