From Savings to Security: Making Your Money Last in RetirementSep 29, 2026, 9:30 PM UTC
Malone's | 4370 Summit Plaza Dr, Louisville, KY 40241
Join us for a workshop that’s all about empowering you to live your best life—secure, flexible, and confident about your financial future. David Blanchett and Michael Finke will present a dynamic session that transforms complex financial decisions into clear, actionable strategies. You’ll discover how to turn your savings into reliable, lasting income, how to protect your lifestyle—no matter what the market does, and will gain the confidence and freedom to truly enjoy retirement.Please arrive at 5:30; presentation will start at 6:00. 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.8562588.1
Leaving a Thriving Legacy with Eric BilgerOct 6, 2026, 10:00 PM UTC - Oct 9, 2026, 1:00 AM UTC
Virtual Webinar
We are dedicated to helping you make thoughtful plans for your future—and for the people you care about most. Join us as we discuss strategies to navigate life’s unexpected challenges with confidence as we address:• Estate planning documents everyone should have• SECURE Act 2.0 and its impact on retirement accounts• The purpose and role of a will• Estate taxes and annual gifting limits• How the probate process works• Advantages of naming beneficiaries on accounts• Long-term care planning: costs and options• Charitable giving strategies and opportunities• How qualified charitable distributions (QCDs) work• Life insurance: Creating stability for every stage of lifeThis event is designed for our clients and their adult beneficiaries. Together, we’ll address common concerns about planning for aging parents and protecting family assets. We encourage you to invite your beneficiaries to attend this educational opportunity.Special guest speaker:Eric W. Bilger, FIC Financial Advisor, ThriventNo 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. 31374FB N12-25
Fall Family Fun Day at Eckert's OrchardOct 17, 2026, 8:00 PM UTC - Oct 18, 2026, 12:00 AM UTC
Eckert's Orchard | 1396 Pinkard Pike, Versailles, KY 40383
You are invited to join us at Eckert’s Orchard for a day of fall fun! Enjoy the playground, hayrides and entertainment. Then, head over to the bonfire area for food, s’mores and fellowship. We will also have the opportunity to live out generosity and give back to our community - more details to come!No products will be sold
Charitable Strategies to Maximize ImpactNov 13, 2026, 5:00 PM UTC - Nov 13, 2026, 6:30 PM UTC
9420 Bunsen Parkway, Suite 110 Louisville, KY | In Person with Lunch or Virtual Option
Learn how a charitable fund works, different ways to give, and solutions tailored to your financial circumstances. If you’re thinking about incorporating a charitable strategy into your financial plan, this event is for you:• Understand the three simple steps to a charitable fund: Give, Grow, and Grant. • Learn the difference between Give Now, Give Later, and Give & Receive gifts. • Leave with the concrete steps to get started.Join us in person for lunch and a service project at 12:00-OR- Join us virtually at 12:15No products will be sold. Thrivent Charitable™️, the marketing name for Thrivent Charitable Impact & Investing®️, is a public charity that serves individuals, organizations and the community through charitable planning, donor-advised funds and endowments. Thrivent Charitable works collaboratively with Thrivent and its financial advisors. It is a separate legal entity from Thrivent, the marketing name for Thrivent Financial for Lutherans. 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 BrokerCheck for more information about Thrivent’s financial advisors. 3254348.6
Holiday Open HouseNov 24, 2026, 8:00 PM UTC - Nov 24, 2026, 11:00 PM UTC
Louisville Office | 9420 Bunsen Parkway, Suite 110 Louisville
Come celebrate YOU! As a thank you for all of your support this year, we would love to host you in our Louisville Office to enjoy food and drinks. Drop in any time to say hi!You will also have the opportunity to participate in a service project for Childplace Family Services - we will be assembling approximately 24 large family gift bags for their upcoming Christmas party. Childplace Family Services nurtures children and empowers families through fostering, adoption, counseling and community support. If you are interested in purchasing small gifts for the family gift bags, please visit our Amazon Wish List.No products will be sold
There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. Join us for our workshop on the Five Phases of an IRA to discover: • How the 5 phases of an IRA relate to stages of your retirement. • How time can have a great impact on tax-deferred retirement accounts. • Strategies for reducing the taxes you and your heirs could pay.Join us in person for lunch and a service project at 12:00-OR- Join us virtually at 12:15No 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 important disclosures.27764-13M N1-24