News and Insights
“Through knowledge and discipline, financial peace is possible for all of us.” #FinancialFriday #FinancialFreedom
A Lifetime Gift Workshop Featuring Shelly Halverson
Wednesday, April 22 at 6:30 p.m. Eastern
19045 Farmington Rd, Livonia, MI 48152
Don’t miss our free workshop, A Lifetime Gift, on April 22 at 6:30 p.m. This meaningful session will share stories that inspire thoughtful conversation and proactive planning for end-of-life decisions with clarity and confidence.
A meal will be provided, with the presentation beginning promptly at 7:00 p.m.
To reserve your place for yourself and a guest, please contact Cindy by phone at 734-306-7786 or via email at Cynthia.Trzcinski@Thrivent.com.
No products will be sold. For additional disclosure information, see Thrivent.com/social. 6034751.2
⏰ One-week reminder: The April 15 tax deadline is quickly approaching. Make sure your return is filed on time.
Q2 Market & Economic Update
April 14, 2026 at 12:30 p.m. Eastern
Register today: https://bit.ly/47K4qDP
Markets are moving, economic signals are evolving, and energy is back in focus. Join us for Thrivent’s Market & Economic Update—a 60 minute live virtual event featuring insights from Thrivent investment leaders who will share perspectives on current events, inflation, interest rates, and shifting market behaviors. You’ll get practical guidance to help you feel more confident navigating today’s markets.
No products will be sold. Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures. 36378M R3-26
April is Financial Literacy Month, a great reminder that understanding your finances is the first step toward building a secure future.
Small steps today can lead to big results tomorrow—whether it's budgeting, saving, or planning for retirement.
Our team at Legacy Consultants is here to help you navigate your financial journey with confidence.
📩 We’d love to connect—reach out to begin building a plan that supports your family’s future.
Spring brings a season of renewal, joy, and new beginnings. May your day be filled with hope, happiness, and special moments with family and friends.
Happy Easter from Legacy Consultants! 🐰
Happy Good Friday! ✝️
Wishing everyone a peaceful day filled with hope, faith, and moments of quiet reflection with loved ones. Today is a time for reflection, gratitude, and appreciation for the blessings in our lives.
You’re Invited: A Lifetime Gift Workshop Featuring Shelly Halverson
Wednesday, April 22 at 6:30 p.m. Eastern
19045 Farmington Rd, Livonia, MI 48152
Join Legacy Consultants on April 22 at 6:30 p.m. for A Lifetime Gift with Shelly Halverson and gain insights into the value of daring to prepare for what-if situations and end of life.
A meal will be provided, with the presentation beginning promptly at 7:00 p.m.
To reserve your place for you and a guest, please contact Cindy by phone at 734-306-7786 or via email at Cynthia.Trzcinski@Thrivent.com.
No products will be sold. For additional disclosure information, see Thrivent.com/social. 6034751.2
#WednesdayWisdom
A friendly reminder that the tax filing deadline is Wednesday, April 15. Taking a little time now to gather your documents and finalize your return can help you avoid the last-minute rush and bring greater confidence heading into the deadline.
❤️ Last call to direct your Thrivent Choice Dollars®️!
Eligible Thrivent Financial members: make sure your 2025 Choice Dollars are directed to the charities you care about most before the March 31 deadline. Don’t miss this opportunity to make a meaningful impact.
🔗 Thrivent.com/thriventchoice
📞 Call 800-847-4836 and say “Thrivent Choice” when prompted.
For disclosure information, visit Thrivent.com/social.
This #MomPopBusinessOwnersDay on March 29, we’re celebrating the local entrepreneurs who bring character, care, and connection to our neighborhoods.
Join Legacy Consultants in supporting the small businesses that keep our community thriving.
#ShopSmall #SupportLocal
"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for." #FinancialFriday
5 New Retirement Rules Taking Effect in 2026: What's Different for Your Money
Retirement planning continues to evolve—and 2026 brings several important updates. From new contribution limits to tax and health care changes, staying informed can help you make the most of your savings strategy. If there’s one key takeaway: retirement planning isn’t a one-time decision—it’s an ongoing process that benefits from regular review and thoughtful adjustments. For disclosure information, see Thrivent.com/social.
🌼 Small acts of generosity can create a big impact.
This spring, lead a #ThriventActionTeam with Legacy Consultants and gather others to serve your community in a meaningful way.
Explore ideas and get started here: https://bit.ly/42ms9o4
For disclosure information, see Thrivent.com/social.
📅 Reminder: March 31 is approaching!
If you’re an eligible Thrivent Financial member, you may still have Thrivent Choice Dollars®️ available to direct to charities you care about. Be sure to designate any undirected funds from previous years before the March 31 deadline.
Support the causes making a difference in our communities.
🔗 Thrivent.com/thriventchoice
📞 Call 800-847-4836 and say “Thrivent Choice” when prompted.
For disclosure information, visit Thrivent.com/social.
Spring is here! 🌷
Legacy Consultants wishes you a season full of color, warmth, and fresh new beginnings.
Five Ways Trump’s 2025 Tax Bill Could Boost Your Tax Refund (or Shrink It)
💡 Did you know? Proposed federal tax legislation could impact your next tax filing. Depending on how the changes apply to your situation, some taxpayers may owe more while others could see larger refunds. Understanding potential updates can help you plan ahead. While Thrivent does not provide specific tax advice, we can partner with you and your tax professional. For additional disclosure information, see Thrivent.com/social.
💡 A quick way to support the causes you care about.
Eligible Thrivent members can direct any remaining Thrivent Choice Dollars®️ from previous years to their favorite nonprofits. Don’t forget—the deadline to designate funds is March 31, 2026.
Make your impact today.
🔗 Thrivent.com/thriventchoice
📞 Call 800-847-4836 and say “Thrivent Choice” when prompted.
For disclosure information, visit Thrivent.com/social.
Happy St. Patrick’s Day from Legacy Consultants! ☘️
Here’s to happiness, prosperity, and plenty of luck today and always.
Final Reminder: Register Today!
Retirement, Reimagined: Grow and Protect Your Wealth
Multiple Sessions: March 17–18
Mar. 17 at 1:00 p.m. & 8:30 p.m. • Mar. 18 at 2:00 p.m. Eastern Time
Register now: https://bit.ly/46q6GznB
Ready to build the retirement you want? Join us for an insightful session with David Blanchett and Michael Finke as they share practical strategies on asset location, Social Security timing, and tax-efficient withdrawals. Learn how to adapt to changing markets, turn savings into confidence, and make informed decisions that support a secure, lasting retirement.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. 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. For more information visit Thrivent.com/social. 8562564.1