Wealth transfer strategies: How to leave assets to your loved onesPassing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
Life insurance | ThriventWho do you want to provide for today and tomorrow? Having the right amount of coverage and type of life insurance for your situation can make all the difference, when the unexpected happens.
Learn more about Thrivent’s insurance solutions. ⬇️
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️
It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup.
Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing.
👉 If you’d like personalized guidance, let’s connect.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
November 2025 Market Update: Less data, lower rates, strong stocksOctober closed strong, and November is shaping up to be pivotal. AI-driven sectors continue to lead, while Fed rate cuts signal cautious optimism. Want to know what this means for portfolios? Dive into Thrivent's November Market Update for actionable insights.
2026 Social Security COLA increase: What future retirees should knowYou may have heard that the Social Security Administration has announced a 2.8% cost of living adjustment (COLA) for 2026. Here’s a little more on what that means.
Do you need life insurance? Questions to ask yourself & your familyWondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇
Together, we can make sure your family is covered for the future.
6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
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.👇
Please join Thrivent-Five Pillars Financial Group at the Montco Chamber's Wellness Expo this Saturday November 8th at the Greater Philadelphia Expo Center - (Oaks, PA) Hall D. The event runs from 10:00 AM -6:00 PM. Admission is FREE. Stop by and say hello!
Navigating Decisions for Retirement Success
Online Event
Tuesday, November 4 at 1 p.m.
Tuesday, November 4 at 8:30 p.m.
Wednesday, November 5 at 9:30 p.m.
Start exploring your retirement options today, so you can feel confident about the years ahead. Join us for Navigating Decisions for Retirement Success, an exclusive conversation with Dr. Wade Pfau, where you'll learn how mastering retirement income management is key to making informed decisions that help you navigate the important challenges retirees face.
This discussion will help you feel more equipped to make smarter choices for the years ahead.
Plan ahead to manage the potential need for care as you age.
Discover simple tax strategies you can use now to help reduce or avoid future tax surprises.
Find out how setting up a trust can help you protect and fulfill your wishes, both now and in the future.
Don't just plan for retirement—prepare to live it with confidence. Join us and explore strategies that are as unique as you are.
REGISTER HERE: https://thrivent.zoom.us/webinar/register/4917313614499/WN_Gh5mnDJ8QWaBA1Xza_kAAw#/registration
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. 7289030.1
Navigating Decisions for Retirement Success
Online Event
English
Tuesday, November 4 at 1 p.m.
Tuesday, November 4 at 8:30 p.m.
Wednesday, November 5 at 9:30 p.m.
Start exploring your retirement options today, so you can feel confident about the years ahead. Join us for Navigating Decisions for Retirement Success, an exclusive conversation with Dr. Wade Pfau, where you'll learn how mastering retirement income management is key to making informed decisions that help you navigate the important challenges retirees face.
This discussion will help you feel more equipped to make smarter choices for the years ahead.
Plan ahead to manage the potential need for care as you age.
Discover simple tax strategies you can use now to help reduce or avoid future tax surprises.
Find out how setting up a trust can help you protect and fulfill your wishes, both now and in the future.
Don't just plan for retirement—prepare to live it with confidence. Join us and explore strategies that are as unique as you are.
Register Here: https://thrivent.zoom.us/webinar/register/4917313614499/WN_Gh5mnDJ8QWaBA1Xza_kAAw#/registration
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. 7289030.1
The transition from being your parents’ child to being their protector isn’t easy—but having open conversations is essential. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most.
Here’s how to approach these conversations with empathy and clarity. ⬇️
see thrivent.com/social for important disclosures.
Hear Thrivent investment leaders predict how the remainder of 2025 will play out as markets continue to navigate uncertainty. They discuss important economic factors, including the employment picture, Fed rate cuts, the influence of AI, signs of life in the housing market, a “grumpy” yet resilient consumer and more.
Watch the conversation: https://bit.ly/3Jemn4t
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.
Market and Economic Update
Online Event
English
Livestream
Tuesday, October 14 at 12:30 p.m.
Wondering how to navigate current market conditions?
Join us for a livestream of our Market & Economic Update. Our investment leaders will share their insights and guidance to help you navigate the markets in today’s economy. You’ll get their up-to-date perspective on the health of the economy, inflation and interest rates, and the current outlook for smaller companies across the U.S.
Don’t miss this opportunity to learn what the latest economic trends could mean for you.
Register Here: https://thrivent.zoom.us/webinar/register/8217271278934/WN_I-_yus94SAGv8Nxdxh9wXg#/registration
No products will be sold. Thrivent.com/disclosures. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures. 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 our financial advisors. 5688040.2
The benefits of life insurance: What you need to knowThere are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? Let's set up time to talk more about your life insurance options.
21st Century Medicare: Planning to Protect Your Healthcare Rights and Retirement Savings
Tuesday, September 16 at 1 p.m.
Tuesday, September 16 at 7:30 p.m.
Medicare can be great when you do what’s right for you.
Join the Thrivent Member Network and Emily Gang, The Medicare Coach, as we explore 21st Century Medicare: Planning to Protect Your Healthcare Rights and Retirement Savings. During this workshop, Emily will cover things that you can do to both help yourself and/or your loved ones to prepare for Medicare. She will also discuss where and when to start the application process along with important tips once on Medicare to save money.
Register Here: https://thrivent.zoom.us/webinar/register/1317368006158/WN_q4aTP23XTAep7ryBgg-n8g
No products will be sold at this event. Emily Gang is not affiliated with or endorsed by Thrivent. For additional disclosures, see Thrivent.com/social. 6034756.2
