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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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Join us once a month for Financial Friday Workshops, typically held on the second Friday of the month. Each session covers a topic we believe our community would find valuable—and you do not need to be a client to attend. Choose to join us in person or virtually, and if you attend in person, lunch is on us! At Odyssey Financial, Travis and Liz are passionate about educating others and creating open, honest financial conversations. Their goal is to help individuals and families make informed financial decisions—whether planning for retirement, protecting a legacy, or giving generously to causes that matter most. 📅 Upcoming Financial Fridays (In Person & Virtual Options Available) • May 8 – 4 Truths of Long-Term Care • June 12 – 5 Phases of an IRA Learn more and register at https://connect.thrivent.com/odyssey-financial-group/events *No products will be sold. See thrivent.com/social for important disclosures. 💬 Have suggestions for future topics? Share them in the comments below!

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Join us once a month for Financial Friday Workshops, typically held on the second Friday of the month. Each session covers a topic we believe our community would find valuable—and you do not need to be a client to attend. Choose to join us in person or virtually, and if you attend in person, lunch is on us! At Odyssey Financial, Travis and Liz are passionate about educating others and creating open, honest financial conversations. Their goal is to help individuals and families make informed financial decisions—whether planning for retirement, protecting a legacy, or giving generously to causes that matter most. 📅 Upcoming Financial Fridays (In Person & Virtual Options Available) • May 8 – 4 Truths of Long-Term Care • June 12 – 5 Phases of an IRA Learn more and register at https://connect.thrivent.com/odyssey-financial-group/events *No products will be sold. See thrivent.com/social for important disclosures. 💬 Have suggestions for future topics? Share them in the comments below!

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📅 Financial Friday | May 8 – Long Term Care Long term care isn’t just about nursing homes—it’s about protecting your independence, your loved ones, and the retirement you’ve worked hard to build. 💙 A Thrivent long term care conversation helps you understand your options, plan ahead, and prepare for what life may bring. Learn how proactive planning can help protect your income, assets, and family—no matter the future. Join us as we walk through The 4 Truths of Long Term Care and why having a plan in place can bring clarity, confidence, and peace of mind. 🕛 12:00–1:00 PM (12:15 virtual) 💻 In Person or Virtual options ➡️ Register today at https://connect.thrivent.com/odyssey-financial-group/events *No products will be sold. For more information visit Thrivent.com/social. 27878-2M R11-20

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📅 Financial Friday | May 8 – Long Term Care Long term care isn’t just about nursing homes—it’s about protecting your independence, your loved ones, and the retirement you’ve worked hard to build. 💙 A Thrivent long term care conversation helps you understand your options, plan ahead, and prepare for what life may bring. Learn how proactive planning can help protect your income, assets, and family—no matter the future. Join us as we walk through The 4 Truths of Long Term Care and why having a plan in place can bring clarity, confidence, and peace of mind. 🕛 12:00–1:00 PM (12:15 virtual) 💻 In Person or Virtual options ➡️ Register today at https://connect.thrivent.com/odyssey-financial-group/events *No products will be sold. For more information visit Thrivent.com/social. 27878-2M R11-20

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✨ Built with purpose! These water filters were assembled from our Thrivent Kits to help those in need. Want to help too? Choose a water filter or solar light kit and start making an impact today 🌍💧☀️ 👉 Here’s the link to get started: https://www.thrivent.com/generosity

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✨ Built with purpose! These water filters were assembled from our Thrivent Kits to help those in need. Want to help too? Choose a water filter or solar light kit and start making an impact today 🌍💧☀️ 👉 Here’s the link to get started: https://www.thrivent.com/generosity

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Generosity

💡 Did you know? Every Thrivent member can request one FREE Cause Kit each year—choose a Solar Kit or Water Filtration Kit to help people in need 🌍 It’s super easy: ✅ Request your Thrivent Cause Kit™️ https://www.thrivent.com/generosity 📦 It arrives right at your door 🔧 Build solar lights or water filters with step by step instructions 📮 Send it back using the prepaid label If you haven’t ordered yours yet this year, do it today and make an impact! 💙✨

Purposeful planning enables you to share your good fortune and make a difference. From volunteering with a favorite organization to making recurring donations...

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Good Steward Events

📣 Calling All Christian Leaders! Struggling to keep enough volunteers on your team? You’re not alone—and help is on the way. Join us tomorrow, April 16 at 2:00 p.m. for a FREE 45 minute webinar: ✨ Christian Leader Webinar: Recruiting Never Stops ✨ Jessica Bealer with Generis will share practical strategies for building a consistent, sustainable volunteer recruiting approach—so you’re not constantly starting from scratch. ✅ Great for pastors, ministry leaders, and nonprofit leaders ✅ Short, practical, and encouraging 👉 Click https://www.thrivent.com/offers/good-steward-events to view this webinar and future sessions. We hope you’ll join us—or invite someone who could benefit!

Events to empower you to learn and lead your congregation.

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It’s hard to believe it’s already been two months since Travis and Liz traveled to the Business Development Conference (BDC) in Atlanta. BDC brings teams together from across the country to explore new Thrivent resources, marketing and branding updates, and strategies focused on growing practices while making a meaningful impact in the communities we serve. Travis and Liz came back with fresh ideas and insights to help us continue delivering value to our clients and community partners. #BDC #BusinessDevelopmentConference #ProfessionalDevelopment #Thrivent #TeamGrowth #CommunityImpact #ContinuousLearning

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It’s hard to believe it’s already been two months since Travis and Liz traveled to the Business Development Conference (BDC) in Atlanta. BDC brings teams together from across the country to explore new Thrivent resources, marketing and branding updates, and strategies focused on growing practices while making a meaningful impact in the communities we serve. Travis and Liz came back with fresh ideas and insights to help us continue delivering value to our clients and community partners. #BDC #BusinessDevelopmentConference #ProfessionalDevelopment #Thrivent #TeamGrowth #CommunityImpact #ContinuousLearning

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Over the last several weeks, we may have been quieter on social media, but behind the scenes we’ve been anything but still. In person, we’ve been fully hands-on and pedal to the metal with our clients and business development 🚀 During this time, we’ve: - Attended two conferences 🎤 - Traveled out of state multiple times for client work ✈️ - Continued studying for upcoming certifications 📚 - Helped clients hit key milestones and prepare for tax season 💼 - Made intentional space for family and for the Lord ❤️🙏 Each of these experiences has strengthened our knowledge, sharpened our skill sets, and given us the clarity and rest needed to serve our clients even better. We’re grateful for the growth, the momentum, and the trust our clients place in us as we help them pursue their financial goals 🌱 More details—and plenty of photos—are on the way as we catch our breath and share what we’ve been building 📸✨

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Over the last several weeks, we may have been quieter on social media, but behind the scenes we’ve been anything but still. In person, we’ve been fully hands-on and pedal to the metal with our clients and business development 🚀 During this time, we’ve: - Attended two conferences 🎤 - Traveled out of state multiple times for client work ✈️ - Continued studying for upcoming certifications 📚 - Helped clients hit key milestones and prepare for tax season 💼 - Made intentional space for family and for the Lord ❤️🙏 Each of these experiences has strengthened our knowledge, sharpened our skill sets, and given us the clarity and rest needed to serve our clients even better. We’re grateful for the growth, the momentum, and the trust our clients place in us as we help them pursue their financial goals 🌱 More details—and plenty of photos—are on the way as we catch our breath and share what we’ve been building 📸✨

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🌟 Did you know? 🌟 Every Thrivent member can request one Cause Kit per year—either a Solar Kit or a Water Filtration Kit—to help support communities with essential needs. 🛠️ The process is incredibly simple: 1. Request your Thrivent Cause Kit™️ --> https://www.thrivent.com/about-us/membership/thrivent-cause-kit 2. Watch for it to arrive at your doorstep 3. Build solar lights or water filters using the step by step instructions 4. Send it back using the prepaid return label 💡 Your small effort becomes a big impact. These kits provide clean water or reliable light to families who need it most. If you haven’t ordered yours yet this year, today’s the perfect day to do it!

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🌟 Did you know? 🌟 Every Thrivent member can request one Cause Kit per year—either a Solar Kit or a Water Filtration Kit—to help support communities with essential needs. 🛠️ The process is incredibly simple: 1. Request your Thrivent Cause Kit™️ --> https://www.thrivent.com/about-us/membership/thrivent-cause-kit 2. Watch for it to arrive at your doorstep 3. Build solar lights or water filters using the step by step instructions 4. Send it back using the prepaid return label 💡 Your small effort becomes a big impact. These kits provide clean water or reliable light to families who need it most. If you haven’t ordered yours yet this year, today’s the perfect day to do it!

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A week ago today, we were honored to learn more about Hope Rescued and the important work they are doing to support and restore women facing incredibly difficult circumstances. We were grateful for the opportunity to partner with their organization by assembling care bags for the women they serve. We are deeply thankful for their commitment to compassion, awareness, and community support, and for taking the time to share their powerful mission. Their work continues to make a meaningful impact. 💗 #HopeRescued #CommunityImpact #WomenSupportingWomen #PurposeDriven #CompassionInAction #CommunitySupport #MakingADifference #ServiceWithHeart

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A week ago today, we were honored to learn more about Hope Rescued and the important work they are doing to support and restore women facing incredibly difficult circumstances. We were grateful for the opportunity to partner with their organization by assembling care bags for the women they serve. We are deeply thankful for their commitment to compassion, awareness, and community support, and for taking the time to share their powerful mission. Their work continues to make a meaningful impact. 💗 #HopeRescued #CommunityImpact #WomenSupportingWomen #PurposeDriven #CompassionInAction #CommunitySupport #MakingADifference #ServiceWithHeart

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Thank you to everyone who joined us for Women, Wealth, & Wisdom on Friday. We’re grateful for the meaningful conversations, shared insights, and the sense of community that filled the room. A special thank you to Hope Rescued for sharing their powerful mission and reminding us of the impact compassion, awareness, and support can have in the lives of women facing incredibly difficult circumstances. It was an honor to learn more about the important work being done to support and restore women in our communities. 💗 #WomenWealthWisdom #CommunityImpact #FinancialEducation #WomenSupportingWomen #PurposeDriven #HopeRescued

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Thank you to everyone who joined us for Women, Wealth, & Wisdom on Friday. We’re grateful for the meaningful conversations, shared insights, and the sense of community that filled the room. A special thank you to Hope Rescued for sharing their powerful mission and reminding us of the impact compassion, awareness, and support can have in the lives of women facing incredibly difficult circumstances. It was an honor to learn more about the important work being done to support and restore women in our communities. 💗 #WomenWealthWisdom #CommunityImpact #FinancialEducation #WomenSupportingWomen #PurposeDriven #HopeRescued

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Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

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/privacy-and-security/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 Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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