Financial News and Articles with Marc Christian Abraham in Oviedo FL

Insights

Happy Labor Day! We are out of the office today and will return on Tuesday.

We’re hiring! Apeiro Wealth Group is growing! We’re in search of an Office Professional who will work in person at our Oviedo Office Monday-Friday from 8:30am-5:00pm. POSITION SUMMARY: Our Office Professional will be the first point of contact for our clients. A successful Office Professional must be an effective communicator who speaks clearly and is personable and welcoming when greeting our clients. You will assist with the day-to-day operations of the office by answering phone calls, greeting our clients, preparing documents for meetings, and managing the calendars of our Financial Advisors. The Office Professional reports to the Director of Engagement and is employed by Apeiro Wealth Group DUTIES & RESPONSIBILITIES: • Greet in-person clients, both scheduled and non-scheduled, as first point of contact • Handle incoming telephone calls to Apeiro Wealth Group and respond to requests for information • Manage office voicemail • Maintain calendars for Advisors, adjusting to scheduling needs on a weekly basis • Track and update communication needs • Perform routine administrative duties such as maintaining office supplies and processing mail • Assist in planning and inviting clients to events • Complete and follow up on documents and applications to ensure processing • Schedule meetings on behalf of Advisors • Update CRM with contact and preference information • Assist Financial Advisors in the preparation and follow up for the client/member meetings • Provide back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed • Maintain professional appearance and cleanliness of reception and conference room, including light cleaning and trash removal • Complete other miscellaneous tasks as assigned REQUIRED QUALIFICATIONS: • Excellent communicator with a high level of in-person, phone and written communication skills • Positive outlook regardless of circumstances, workload, external issues • Solution-oriented mindset, able to proactively remedy issues that arise • Ability to work effectively with various personalities and work styles while adapting quickly and efficiently to changing priorities and needs • Strong attention to detail • Self-motivated and inherently accountable to doing excellent work and providing world-class service • Ability to maintain the highest ethical, confidential, and professional standards • Proficient in Microsoft Office Suite, Outlook (experience with CRMs such as Salesforce preferred) ABOUT US: Apeiro Wealth Group is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our members achieve multiple financial goals. Our Advisors help our members analyze their current situation, develop in-depth financial programs, and help them implement an integrated financial strategy. HOW TO APPLY Email your resume to ApeiroWealthGroup@thrivent.com with subject Office Professional.

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A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.

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Looking forward to presenting this free financial workshop created specifically for high school and college students. Learn valuable money skills, gain confidence in your financial decisions, and start building habits that can last a lifetime. For registration and more information, visit https://connect.thrivent.com/marc-abraham/events/106197 No products will be sold.

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A heartfelt thank you to everyone who attended our Family Fun Day event and school supply drive. We’re grateful for your support and for helping make a difference in our community!

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Family Fun Day with Thrivent Apeiro Wealth Group!Don't forget to register for Family Fun Day! On Wednesday, July 22nd we'll be at District Eat & Play from 5:30pm-7:30pm collecting school supplies for HOPE Helps while enjoying pizza, bowling, and arcade games! Register here: https://thriventfamily.eventbrite.com/ No products will be sold

This Friday, July 3rd we are closed. Wishing you a Happy Independence Day!

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Calling all kids, parents, and grandparents! Family Fun Day with Apeiro Wealth Group is on Wednesday, July 22nd from 5:30pm-7:30pm at District Eat & Play in Oviedo! We'll have a school supply drive for HOPE Helps and enjoy bowling, arcade games, and pizza! For more information and registration details, visit https://connect.thrivent.com/apeiro-wealth-group/events

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Summer Kick-Off ~This Wednesday 05/27 at 5pm, we'll have a table the Boltz Summer Kickoff Event at Round Lake Park in Oviedo! If your kids enjoy basketball, water balloons, ice cream, and a color run obstacle course, register here: https://www.eventbrite.com/e/summer-kick-off-tickets-1987330455891?aff=oddtdtcreator?referenceId=apeiro-wealth-group

A peaceful Memorial Day to you and your family as we take time to remember and reflect.

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We had a blast at the Thrivent Annual Celebration of Membership!

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Our Community Shred Day was a huge success. Thank you to everyone who helped us collect 101 food donations for HOPE Helps!

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Community Shred Day hosted by Apeiro Wealth GroupOur Community Shred Event is tomorrow from 10am-Noon! Stop by our office parking lot with papers to shred, non-perishable food donations for Hope Helps, and enjoy a free shaved ice from Kona Ice! Event Details: https://ApeiroShredDay.Eventbrite.com/

Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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LWML at St. Luke's Lutheran Church is hosting a Thrivent Action Team Lent Dinner this Wednesday 02/18 in Founder's Hall from 5pm-7pm! This is a free community event where donations are appreciated. More information about the event can be found here: https://sllcs.org/announcements/

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The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.

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.

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

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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. ⬇️