News and Insights
We hope you’ll join us for Legacy Consultants In-Gathering Celebration next Monday, March 31, with an open house from 11:30 a.m. to 6:00 p.m.
.
Location: Legacy Consultants, 19045 Farmington Rd., Livonia, MI 48152
In preparation Easter, Legacy Consultants is supporting several organizations and kindly asks for your help!
• Gifts for All God’s Children Easter Needs: https://bit.ly/3XyALID
• The Luke Clinic: https://a.co/bYjHfgW, https://bit.ly/3DiCBXm
Lunch and refreshments will be available all day.
No products will be sold. For disclosure information, see Thrivent.com/social.
❗ One week remaining: Designate 2024 Thrivent Choice Dollars®️ today! ❗
Eligible Thrivent members have until March 31, 2025, to allocate Thrivent Choice funds to a charity or a cause of your choice.
Help the Thrivent office of Legacy Consultants ensure that no dollar goes undirected!
March 24, 2025: $64,033 - Direct Now! Visit Thrivent.com/thriventchoice or call 800-847-4836 and say “Thrivent Choice."
For disclosure information, see Thrivent.com/social.
Legacy Consultants of Thrivent sends warm and cheerful wishes for a happy spring season!
Connect with a Financial Coach of our free Money Canvas®️ program to help see where your money is going, build better financial habits, and get the most out of your hard-earned money. Click the link below to learn more – and enroll in Thrivent’s three-session program today: https://bit.ly/3XCICVw.
For disclosure information, see Thrivent.com/social.
You're invited!
Legacy Consultants In-Gathering Celebration
Monday, March 31, 2025, 11:30 a.m. to 6:00 p.m.
Legacy Consultants, 19045 Farmington Rd., Livonia, MI 48152
On behalf of Legacy Consultants, it is a pleasure to serve you on your financial journey, and we truly value your loyalty. That’s why we hope you’ll join us for Legacy Consultants In-Gathering Celebration.
In preparation Easter, Legacy Consultants is supporting several organizations and kindly asks for your help!
• Gifts for All God’s Children Easter Needs: https://bit.ly/3XyALID
• The Luke Clinic: https://a.co/bYjHfgW, https://bit.ly/3DiCBXm
Lunch and refreshments will be available all day.
No products will be sold. For disclosure information, see Thrivent.com/social.
Last chance to designate 2024 Thrivent Choice Dollars®️! Eligible Thrivent members have until March 31, 2025, to allocate Thrivent Choice funds to a charity or a cause of your choice.
Help the Thrivent office of Legacy Consultants ensure that no dollar goes undirected!
March 17, 2025: $66,572 - Direct Now! Visit Thrivent.com/thriventchoice or call 800-847-4836 and say “Thrivent Choice."
For disclosure information, see Thrivent.com/social.
Wishing you a St. Patrick’s Day filled with prosperity, happiness, and the luck of the Irish! ☘️
Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.
Learn more about this recognition: https://bit.ly/43B6P2o
Legacy Consultants is thrilled to announce our upcoming workshop series hosted at West Highland Baptist Church, led by Financial Advisor Rick Hart, FIC. Each presentation will begin promptly at 6:00 p.m. ET.
Location: West Highland Baptist Church, 1116 S Hickory Ridge Rd, Milford, MI 48380
March 12, 2025: Financial Foundations: Your Blueprint to Thrive Part 1
March 19, 2025: Financial Foundations: Your Blueprint to Thrive Part 2
March 26, 2025: College Planning 101 ft. Legacy Consultants CCPS®️, Ann Seitz-Brown
April 2, 2025: Economic Update
April 9, 2025: Will Your Taxes Affect Your Retirement
April 16, 2025: 5 Keys to Retiring Fearlessly
April 23, 2025: Prepare Wisely: Estate Strategy Essentials
April 30, 2025: Your Legacy: Family, Church and Charity
Please email LegacyConsultants@thrivent.com to reserve your spot at any of these learning events.
No products will be sold at these events. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. For additional disclosures, see Thrivent.com/social.
Legacy Consultants In-Gathering Celebration
Monday, March 31, 2025, 11:30 a.m. to 6:00 p.m.
Legacy Consultants, 19045 Farmington Rd., Livonia, MI 48152
On behalf of Legacy Consultants, it is a pleasure to serve you on your financial journey, and we truly value your loyalty. That’s why we hope you’ll join us for Legacy Consultants In-Gathering Celebration.
In preparation Easter, Legacy Consultants is supporting several organizations and kindly asks for your help!
• Grandparents Raising Grandchildren: 12-Count store bought eggs
• Gifts for All God’s Children Easter Needs: https://bit.ly/3XyALID
• The Luke Clinic: https://a.co/bYjHfgW, https://bit.ly/3DiCBXm
Lunch and refreshments will be available all day.
No products will be sold. For disclosure information, see Thrivent.com/social.
Take Action: Designate 2024 Thrivent Choice Dollars®️ before they expire! Eligible Thrivent members have until March 31, 2025, to allocate Thrivent Choice funds to a charity or a cause of your choice.
Help the Thrivent office of Legacy Consultants ensure that no dollar goes undirected!
March 10, 2025: $71,458 - Direct Now! Visit Thrivent.com/thriventchoice or call 800-847-4836 and say “Thrivent Choice."
For disclosure information, see Thrivent.com/social.
Tax tips & pitfalls: What to know to maximize your money
Effective tax planning is the cornerstone of a robust financial strategy. From maximizing tax-advantaged savings accounts to managing market investments, approach this tax season with confidence by protecting your finances while maximizing opportunities to save. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. For additional disclosures, see Thrivent.com/social.
529 Plans: Everything You Need to Know
529 plans are an excellent means of saving for education and can also be a valuable estate planning and retirement savings tool. Whether you're a grandparent wanting to make contributions that work with your retirement planning or a parent looking to the future; consider this versatile savings strategy. For disclosure information, see Thrivent.com/social.
Only one month remaining to designate 2024 Thrivent Choice Dollars®️! Eligible Thrivent members have until March 31, 2025, to allocate Thrivent Choice funds to a charity or a cause of your choice.
Help the Thrivent office of Legacy Consultants ensure that no dollar goes undirected!
March 3, 2025: $78,690 - Direct Now! Visit Thrivent.com/thriventchoice or call 800-847-4836 and say “Thrivent Choice."
For disclosure information, see Thrivent.com/social.
"When you understand that your self-worth is not determined by your net-worth, then you'll have financial freedom." #FinancialFriday
Retirement savings by age: How much should you have?
Knowing how much to save for the retirement you envision is a foundational piece of achieving your retirement goals. Each decade of your working life serves as a guide to navigating the nuances of creating a strong retirement plan. Click below to explore retirement planning goals at each stage of life. For disclosure information, see Thrivent.com/social.
Take Action: Designate 2024 Thrivent Choice Dollars®️! Eligible Thrivent members have until March 31, 2025, to allocate Thrivent Choice funds to a favorite charity or cause.
Help the Thrivent office of Legacy Consultants ensure that no dollar goes undirected!
February 24, 2025: $78,038 - Direct Now! Visit Thrivent.com/thriventchoice or call 800-847-4836 and say “Thrivent Choice."
For disclosure information, see Thrivent.com/social.
Today is #NationalCaregiversDay! Join Legacy Consultants in honoring the work of health care professionals near and afar. We give many "thanks" to those special individuals who provide long-term and hospice care to our loved ones.