Insights
I've got valuable information and resources to share. Explore away! And check back often.
Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts? Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden. See thrivent.com/social for important disclosures.
Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts? Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden. See thrivent.com/social for important disclosures.
Do you have the right strategies in place to minimize taxes in retirement? Together, we can review your current situation and explore options to help reduce your tax burden. See thrivent.com/social for important disclosures.
Do you have the right strategies in place to minimize taxes in retirement? Together, we can review your current situation and explore options to help reduce your tax burden. See thrivent.com/social for important disclosures.
Join the partners of Apeiro Wealth Group on Tuesday, August 8th for lunch and a timely economic update from Thrivent Financial. The past year has been a bit up and down in the market and this is a great opportunity to learn more about how to react to all the headlines and best review your current financial strategy. Lunch will be included free of charge beginning at 11:45am and we will wrap up by 1:15pm. The event will be conveniently located at Canterbury Retreat Conference Center in Oviedo, FL. Here is the link to register: bit.ly/EconUpdateAug2023 See thrivent.com/social for additional information. No products will be sold.
Join the partners of Apeiro Wealth Group on Tuesday, August 8th for lunch and a timely economic update from Thrivent Financial. The past year has been a bit up and down in the market and this is a great opportunity to learn more about how to react to all the headlines and best review your current financial strategy. Lunch will be included free of charge beginning at 11:45am and we will wrap up by 1:15pm. The event will be conveniently located at Canterbury Retreat Conference Center in Oviedo, FL. Here is the link to register: bit.ly/EconUpdateAug2023 See thrivent.com/social for additional information. No products will be sold.
Happy Father's Day, Dads!
Happy Father's Day, Dads!
Great news... we’re growing our team! Please see description below and feel free to share, introduce potential candidates or reach out to me for more info: Our Thrivent practice, Apeiro Wealth Group, is currently accepting and reviewing applications for our new Service Advisor position. The Service Advisor will support our team of Advisors through consistent client contact and support. The Service Advisor will help maintain and grow existing business with current clients and assist in onboarding new clients. The Service Advisor will act as liaison between the client, the team, and customer service to enhance client satisfaction. A few requirements of the role are: State Life, Health, and Annuity Licensed (FL 02-15) FINRA SIE, Series 7, and Series 66 securities licenses Excellent communicator, with solid interpersonal skills Detail oriented (nothing gets past you) Proficient in Microsoft Office Suite Experience with CRMs, specifically SalesForce Ability to maintain the highest ethical, confidential, and professional standards always Sound decision-making history Consistently happy and joyful attitude Pay range: $60k-$70k per year with additional bonus opportunity
Great news... we’re growing our team! Please see description below and feel free to share, introduce potential candidates or reach out to me for more info: Our Thrivent practice, Apeiro Wealth Group, is currently accepting and reviewing applications for our new Service Advisor position. The Service Advisor will support our team of Advisors through consistent client contact and support. The Service Advisor will help maintain and grow existing business with current clients and assist in onboarding new clients. The Service Advisor will act as liaison between the client, the team, and customer service to enhance client satisfaction. A few requirements of the role are: State Life, Health, and Annuity Licensed (FL 02-15) FINRA SIE, Series 7, and Series 66 securities licenses Excellent communicator, with solid interpersonal skills Detail oriented (nothing gets past you) Proficient in Microsoft Office Suite Experience with CRMs, specifically SalesForce Ability to maintain the highest ethical, confidential, and professional standards always Sound decision-making history Consistently happy and joyful attitude Pay range: $60k-$70k per year with additional bonus opportunity
The secret to a truly meaningful life doesn’t involve more comfort or ease. It requires a clear focus on who God made you to be. Join the Thrivent Member Network to hear first-hand as Tim Tebow shares his encouragement to Live a Life of Significance. In this on-demand presentation, he reveals how you can find your mission and take a step each day to reach your purpose and your best future. Enjoy this on-demand event at leisure from January 10-16. Get your virtual ticket today: https://bit.ly/TTebow2023 No products will be sold. For additional disclosures, see Thrivent.com/social.
The secret to a truly meaningful life doesn’t involve more comfort or ease. It requires a clear focus on who God made you to be. Join the Thrivent Member Network to hear first-hand as Tim Tebow shares his encouragement to Live a Life of Significance. In this on-demand presentation, he reveals how you can find your mission and take a step each day to reach your purpose and your best future. Enjoy this on-demand event at leisure from January 10-16. Get your virtual ticket today: https://bit.ly/TTebow2023 No products will be sold. For additional disclosures, see Thrivent.com/social.