Exclusive Community Service Opportunities for Thrivent Members
Supporting your community is easy with Thrivent Action Teams.
Apply to lead a fundraiser, educational event or service activity. Then, gather a team of volunteers to make an impact together. Thrivent provides seed money and a customized kit of resources to get you started. Your team provides the passion to bring it to life.
Your Kit
Once your project application is approved, you'll receive a package of customized resources and tools to kick-start your project. Boxes may include:
- A pennant banner.
- Thank-you cards, name tags and stickers.
- Thrivent Action Team T-shirts.
- A Community Impact Card with funds up to $250.
Save time and increase impact with these digital tools included in your kit:
- Digital thank-you notes to send after your event.
- A personalized project webpage to share with your community.
- Photo upload to collect and share photos.
- An RSVP feature to invite friends and family to volunteer alongside you.
No products will be sold.
5 Keys to Retiring Fearlessly
Do you know what next steps to take so you can retire? We can help. Join our free workshop, 5 Keys to Retiring Fearlessly, to learn insights that can help you achieve your retirement goals.
In this workshop we’ll also explore how understanding the tax status of retirement investments can help you make decisions that help keep income taxes in check.
Seating is limited. Reserve your spots today.
Dinner will be served during the presentation.
If you have a friend or family member that could benefit from this workshop, please have them RSVP.
No products will be sold.
Keeping the Tax Man Away with Debbie Taylor
Debbie Taylor will use her experience working with clients in her financial planning practice to speak with Thrivent clients and prospects about the value that income tax planning can have on their overall financial picture. She begins by acknowledging that income tax rates are at an all-time low and are positioned for an increase to compensate for federal spending and other factors. Debbie raises common concerns, or “what keeps you up at night?” to engage attendees. She offers ways to defuse the pre-retiree tax time-bomb, and she goes on to explain strategies such as tax diversification, Roth IRA conversions, tax-loss and tax-gain harvesting, backdoor Roth conversions, Roth 401(k), health savings accounts, annuities and more. She then provides an overview of tax “gotchas,” such as RMDs, widow’s penalty, complications of estate planning, and the impact of the SECURE Act on inherited IRAs. Debbie’s presentation concludes with case studies that will be relevant to pre-retirees considering Roth conversions. Debbie is familiar to Thrivent financial professionals as she has addressed them at the Business Development Conference and during virtual field calls.
This session is only presented by the third-party speaker described above.
No products will be sold.
Registration Link: https://thrivent.zoom.us/webinar/register/9617055949294/WN__rE5Yd3ITTaxMBX2tUB8mQ#/registration
Keeping the Tax Man Away with Debbie Taylor
Debbie Taylor will use her experience working with clients in her financial planning practice to speak with Thrivent clients and prospects about the value that income tax planning can have on their overall financial picture. She begins by acknowledging that income tax rates are at an all-time low and are positioned for an increase to compensate for federal spending and other factors. Debbie raises common concerns, or “what keeps you up at night?” to engage attendees. She offers ways to defuse the pre-retiree tax time-bomb, and she goes on to explain strategies such as tax diversification, Roth IRA conversions, tax-loss and tax-gain harvesting, backdoor Roth conversions, Roth 401(k), health savings accounts, annuities and more. She then provides an overview of tax “gotchas,” such as RMDs, widow’s penalty, complications of estate planning, and the impact of the SECURE Act on inherited IRAs. Debbie’s presentation concludes with case studies that will be relevant to pre-retirees considering Roth conversions. Debbie is familiar to Thrivent financial professionals as she has addressed them at the Business Development Conference and during virtual field calls.
This session is only presented by the third-party speaker described above.
No products will be sold.
Registration Link: https://thrivent.zoom.us/webinar/register/9617055949294/WN__rE5Yd3ITTaxMBX2tUB8mQ#/registration
5 Keys to Retiring Fearlessly
Do you know what next steps to take so you can retire? We can help. Join our free workshop, 5 Keys to Retiring Fearlessly, to learn insights that can help you achieve your retirement goals.
In this workshop we’ll also explore how understanding the tax status of retirement investments can help you make decisions that help keep income taxes in check.
Seating is limited. Reserve your spots today.
Dinner will be served during the presentation.
If you have a friend or family member that could benefit from this workshop, please have them RSVP.
No products will be sold.
Exclusive Community Service Opportunities for Thrivent Members
Exclusive Community Service Opportunities for Thrivent Members
link
81739
RegisterSupporting your community is easy with Thrivent Action Teams.
Apply to lead a fundraiser, educational event or service activity. Then, gather a team of volunteers to make an impact together. Thrivent provides seed money and a customized kit of resources to get you started. Your team provides the passion to bring it to life.
Your Kit
Once your project application is approved, you'll receive a package of customized resources and tools to kick-start your project. Boxes may include:
- A pennant banner.
- Thank-you cards, name tags and stickers.
- Thrivent Action Team T-shirts.
- A Community Impact Card with funds up to $250.
Save time and increase impact with these digital tools included in your kit:
- Digital thank-you notes to send after your event.
- A personalized project webpage to share with your community.
- Photo upload to collect and share photos.
- An RSVP feature to invite friends and family to volunteer alongside you.
No products will be sold.
5 Keys to Retiring Fearlessly
5 Keys to Retiring Fearlessly
82169
RegisterDo you know what next steps to take so you can retire? We can help. Join our free workshop, 5 Keys to Retiring Fearlessly, to learn insights that can help you achieve your retirement goals.
In this workshop we’ll also explore how understanding the tax status of retirement investments can help you make decisions that help keep income taxes in check.
Seating is limited. Reserve your spots today.
Dinner will be served during the presentation.
If you have a friend or family member that could benefit from this workshop, please have them RSVP.
No products will be sold.
Keeping the Tax Man Away with Debbie Taylor
Keeping the Tax Man Away with Debbie Taylor
81393
Debbie Taylor will use her experience working with clients in her financial planning practice to speak with Thrivent clients and prospects about the value that income tax planning can have on their overall financial picture. She begins by acknowledging that income tax rates are at an all-time low and are positioned for an increase to compensate for federal spending and other factors. Debbie raises common concerns, or “what keeps you up at night?” to engage attendees. She offers ways to defuse the pre-retiree tax time-bomb, and she goes on to explain strategies such as tax diversification, Roth IRA conversions, tax-loss and tax-gain harvesting, backdoor Roth conversions, Roth 401(k), health savings accounts, annuities and more. She then provides an overview of tax “gotchas,” such as RMDs, widow’s penalty, complications of estate planning, and the impact of the SECURE Act on inherited IRAs. Debbie’s presentation concludes with case studies that will be relevant to pre-retirees considering Roth conversions. Debbie is familiar to Thrivent financial professionals as she has addressed them at the Business Development Conference and during virtual field calls.
This session is only presented by the third-party speaker described above.
No products will be sold.
Registration Link: https://thrivent.zoom.us/webinar/register/9617055949294/WN__rE5Yd3ITTaxMBX2tUB8mQ#/registration
Keeping the Tax Man Away with Debbie Taylor
Keeping the Tax Man Away with Debbie Taylor
81391
Debbie Taylor will use her experience working with clients in her financial planning practice to speak with Thrivent clients and prospects about the value that income tax planning can have on their overall financial picture. She begins by acknowledging that income tax rates are at an all-time low and are positioned for an increase to compensate for federal spending and other factors. Debbie raises common concerns, or “what keeps you up at night?” to engage attendees. She offers ways to defuse the pre-retiree tax time-bomb, and she goes on to explain strategies such as tax diversification, Roth IRA conversions, tax-loss and tax-gain harvesting, backdoor Roth conversions, Roth 401(k), health savings accounts, annuities and more. She then provides an overview of tax “gotchas,” such as RMDs, widow’s penalty, complications of estate planning, and the impact of the SECURE Act on inherited IRAs. Debbie’s presentation concludes with case studies that will be relevant to pre-retirees considering Roth conversions. Debbie is familiar to Thrivent financial professionals as she has addressed them at the Business Development Conference and during virtual field calls.
This session is only presented by the third-party speaker described above.
No products will be sold.
Registration Link: https://thrivent.zoom.us/webinar/register/9617055949294/WN__rE5Yd3ITTaxMBX2tUB8mQ#/registration
5 Keys to Retiring Fearlessly
5 Keys to Retiring Fearlessly
82164
RegisterDo you know what next steps to take so you can retire? We can help. Join our free workshop, 5 Keys to Retiring Fearlessly, to learn insights that can help you achieve your retirement goals.
In this workshop we’ll also explore how understanding the tax status of retirement investments can help you make decisions that help keep income taxes in check.
Seating is limited. Reserve your spots today.
Dinner will be served during the presentation.
If you have a friend or family member that could benefit from this workshop, please have them RSVP.
No products will be sold.
No products will be sold.