News and Insights
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Thankful to be part of this organization!
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Have you ever thought about retiring in Florida? Or buying a second home or rental property in the Sunshine State?
Ask us about it! Join Thrivent's Pinnacle Wealth Management Group and Florida Real Estate Guru Jim Mast to learn more about hot topics like:
When and how to purchase in the Florida market
Can you buy now and move later in life?
What's important to you? (golf, rental, ocean view, etc.)
How to avoid "I wish I would have bought it 10 years ago!"
Best way and time to buy
What to expect given the life that you want and what your dreams dictate
Things to look out for (HOA fees, hidden costs, rules in different communities)
Jim Mast has over 30 years' experience in the diverse Florida real estate market. We are excited for him to share his expertise and answer any questions you may have.
REGISTRATION IS REQUIRED. Please call (715) 623-5279 or email anne.nowak@thrivent.com before Monday, August 12th. Feel free to include any Florida real estate questions you may have in your registration email. Zoom meeting information will be sent after registration.
Feel free to invite any family or friends who might be interested.
This is the first of the Ask Us About...webinars that Thrivent's Pinnacle Wealth Management Group will be hosting.
How can you register for this event?
You can register to the event directly by dropping us an e-mail at anne.nowak@thrivent.com
No products will be sold. Jim Mast is not affiliated with Thrivent. Views are his own.
See thrivent.com/social for important disclosures.
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This is an important question to ask yourself.....
For more information visit Thrivent.com/social.
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How do you plan on making your retirement #income last?
https://www.thrivent.com/annuities
See thrivent.com/social for important disclosures.
#annuity
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Are you also sure that your plan is not ignoring the things that have changed and still are changing?
If you can not say 100% YES to these questions, then… let’s take a look.
📱(715) 623-5279
For more information visit Thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
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A Simplified Employee Pension Plan (SEP) is a retirement plan established by a business owner, typically a small business owner. Once the employer has established the SEP plan, employees are then notified to get their own SEP IRA account setup so the employer can then make contributions on behalf of the employee. SEP IRAs are like a Traditional IRA and allow employees to control their retirement funds. Learn about the features, rules, and limits of a SEP IRA.
For disclosure information, see thrivent.com/social
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.
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Meet with our team of professionals to stress test your plan.
📱(715) 623-5279
For more information visit Thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
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The primary purpose of life insurance is death benefit protection, but there are other ways permanent insurance can be used. The lifetime death benefit and cash value provide a number of opportunities to help with your financial plan.
https://bit.ly/3L86CcR
For additional disclosure, see thrivent.com/social
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
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As a holistic financial services organization owned by our clients, we’re here to help you achieve financial clarity and make the most of all you’ve been given.
For disclosure information, see thrivent.com/social
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May God continue to bless our great country.
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https://www.genworth.com/aging-and-you/finances/cost-of-care?mf_ct_campaign=aol-synd-feed
For more information visit Thrivent.com/social.
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At Thrivent, we’re passionate about giving back and invite you to join us this summer. If you’re interested in impacting your community with one of your Thrivent Action Teams, consider one of the listed ideas. Together we can live generously!❤️
Use the promo code SOS2024 when you apply and receive a surprise and delight as a thank you!
https://bit.ly/3R7qD7n
For additional disclosure, see thrivent.com/social
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Strategies to help maximize your social security income
Join us as we cover these common questions: When should I file for Social Security benefits? If I file and continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? Don’t miss out on potential opportunities to
maximize your retirement income!
Learn how to avoid common mistakes when it comes to your investment portfolio, health care and estate strategies.
Registration is required! Please call (715) 623-5279 to reserve a spot for you and a family or family member today. Refreshments and hor d'oeuvres will be served.
This session is hosted by Financial Consultant Travis Rose, FIC, CLTCr, CEPA and Financial Associate Jeff Breit, RICPr, MS, CEPA.
July 9, 5:30 pm
The Freighthouse Restaurant
107 Vine St, La Crosse
How can you register for this event?
You can register to the event directly by calling our phone number (715) 623-5279.
No products will be sold. For disclosure information, see thrivent.com/social.
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
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Is your future protected from the unexpected? Here are 5 uncertainties to plan for to keep your goals on track.
https://bit.ly/4b9TBKi
For additional disclosure, see thrivent.com/social
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
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Keep in mind that these services can be provided on their own or together for a more
holistic strategy.
📱(715) 623-5279
For more information visit Thrivent.com/social.
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Apply for a Thrivent Action Team! ❤️Use the promo code SOS2024 when you apply and receive a surprise and delight as a thank you!
https://bit.ly/3R7qD7n
For additional disclosure, see thrivent.com/social
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Life is ever changing. It's important to review your strategy on a regular basis.
📱(715) 623-5279
For more information visit Thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
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According to Thrivent’s Retirement Readiness survey, 20% of the retired survey respondents noted they are concerned that they underestimated the money needed for basic living expenses. Another 15% wished they had dreamed bigger while planning for retirement. Start preparing, today.
For more information visit Thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
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We're honored to help families create legacies that transcend generations, creating a lasting impact for years to come. Let's work together to protect your family's financial future and leave a legacy that inspires greatness. 💡
📱(715) 623-5279
For disclosure information, see thrivent.com/social
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#MultigenerationalLegacy #FinancialEmpowerment #LegacyPlanning
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Whatever your goals are, we'll give you the financial guidance to reach them!
📱(715) 623-5279
For more information visit Thrivent.com/social.