Your Personal Financial Workshop — Invite Your CircleFeb 27, 2026, 8:00 PM UTC - Jan 1, 2027, 12:00 AM UTC
An intimate, client-driven workshop designed for your community. You choose the date, provide a list of 10–20 guests, and I’ll bring the guidance (and the pizza).Who Should Attend:Adults who want practical, honest conversations about money — women in transition, parents, couples, friends, and families navigating disability or other life changes.What You’ll Get:A relaxed, educational experience featuring a Thrivent-approved workshop of your choice, interactive Q&A, and time to talk money in a supportive, judgment-free space. Snacks included; your guests are welcome to BYOB.Group Size:Minimum 5 confirmed attendees.How to Book:Contact me to coordinate scheduling and provide your guest list. I’ll send all email invitations and manage RSVPs.Availability:Offered once per month (or by appointment), in-person within one hour of Downers Grove or virtually.Important Note:These are Thrivent-approved educational workshops. No products will be sold during the sessions.Location of Your Choice | In-person (within 1 hr of Downers Grove, IL) or Virtual (Zoom)
Planning for a Loved One with Disabilities: Protect Eligibility for Government BenefitsOct 2, 2026, 12:00 AM UTC - Oct 2, 2026, 12:30 AM UTC
Join us for practical educational sessions designed to help families thoughtfully plan for the care, financial stability, and quality of life of loved ones with disabilities. Gain strategies for transition planning and building a care team andsupport network.Who should attend: Parents, guardians, siblings and caregivers of individuals with disabilities—anyone ready to take charge, make informed decisions and build a future rooted in dignity, independence and lasting support.Build a secure future for your loved one with disabilities—plan benefits, care and financial support with confidence.SESSION 1Protect Eligibility for Government BenefitsThursday, October 1st at 7pmSESSION 2Special Needs Trusts -- A Tool for Financial PlanningThursday, October 29th at 7pmSESSION 3Guardianship and Other Legal ConsiderationsABLE Accounts -- Another Financial Planning ToolThursday, November 19 at 7pmNo 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.Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC,and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc.Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.Virtual Workshop
Planning for a Loved One with Disabilities: Special Needs TrustsOct 30, 2026, 12:00 AM UTC - Oct 30, 2026, 12:30 AM UTC
Join us for practical educational sessions designed to help families thoughtfully plan for the care, financial stability, and quality of life of loved ones with disabilities. Gain strategies for transition planning and building a care team andsupport network.Who should attend: Parents, guardians, siblings and caregivers of individuals with disabilities—anyone ready to take charge, make informed decisions and build a future rooted in dignity, independence and lasting support.Build a secure future for your loved one with disabilities—plan benefits, care and financial support with confidence.SESSION 1Protect Eligibility for Government BenefitsThursday, October 1st at 7pmSESSION 2Special Needs Trusts -- A Tool for Financial PlanningThursday, October 29th at 7pmSESSION 3Guardianship and Other Legal ConsiderationsABLE Accounts -- Another Financial Planning ToolThursday, November 19 at 7pmNo 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.Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC,and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc.Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.Virtual Workshop
Planning for a Loved One with Disabilities: Legal Considerations & ABLE AccountsNov 20, 2026, 1:00 AM UTC - Nov 20, 2026, 1:30 AM UTC
Join us for practical educational sessions designed to help families thoughtfully plan for the care, financial stability, and quality of life of loved ones with disabilities. Gain strategies for transition planning and building a care team andsupport network.Who should attend: Parents, guardians, siblings and caregivers of individuals with disabilities—anyone ready to take charge, make informed decisions and build a future rooted in dignity, independence and lasting support.Build a secure future for your loved one with disabilities—plan benefits, care and financial support with confidence.SESSION 1Protect Eligibility for Government BenefitsThursday, October 1st at 7pmSESSION 2Special Needs Trusts -- A Tool for Financial PlanningThursday, October 29th at 7pmSESSION 3Guardianship and Other Legal ConsiderationsABLE Accounts -- Another Financial Planning ToolThursday, November 19 at 7pmNo 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.Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC,and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc.Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.Virtual Workshop
Charitable Strategies to Maximize ImpactDec 4, 2026, 12:30 AM UTC
Attend our free workshop to learn how a charitable fund works, different ways togive, 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.Link provided after registration | @Virtual on Teams