Help us fill our donation boxes for Serve 6.8! 💙 Drop off canned and non-perishable goods at our Loveland office until December 10. And don’t forget to join us for our open house on the 10th from 4–6 p.m.!
We will be out of the office at a work conference from Monday November 18th - Wednesday November 20th. We will not be available in-person, but please leave a voicemail or email us and we will get back to you as soon as we can.
On September 21st, Peyton, our Insurance Support Associate, joined her mom and grandma to volunteer at the Walk to End Alzheimer’s in Denver. Her mom and grandma have been dedicated volunteers for 31 years, and Peyton has been participating since she was about five years old.
The event attracted 3,508 participants, formed 527 teams, and raised nearly $969,173 for the cause.
To learn more about the Alzheimer’s Association, click here: https://act.alz.org/site/TR/Walk2024/CO-Colorado?pg=entry&fr_id=17491
We’re collecting canned goods and non-perishable items for Serve 6.8! 🥫 Drop off donations at our Loveland office anytime from November 1 through December 10. Let’s make a difference together!
Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.
In September, we successfully concluded our Quarter 3 business planning session, where we mapped out our plans for the remainder of the year and prepared for our office move. We also enjoyed some team bonding at Fort Fun and Odell Brewery.
It’s a milestone to celebrate when your children are adults and no longer financially dependent on you. But now what? From rebalancing your budget to reviewing your savings strategy, take a look at these tips to refocus your finances now that your nest is empty.
https://www.thrivent.com/insights/financial-planning/make-the-most-out-of-your-empty-nest?email=
See thrivent.com/social for important disclosures.
🎃 Happy Halloween from Purpose Driven Wealth! 🎃
We’re thrilled to celebrate the spookiest day of the year with our amazing community! Whether you’re dressing up, trick-or-treating, or enjoying some sweet treats at home, we hope your day is filled with fun and a dash of fright! 🕸️👻
Tell us your plans (or costumes!) in the comments – we’d love to see how you’re celebrating. 🍬👻🕷️
Happy Haunting! 🎃 #HappyHalloween #SpookySeason #TrickOrTreat
In August, we sponsored two teams at the 11th Annual Finally Home golf tournament at the Harmony Club in Timnath, Colorado.
Finally Home is a non-profit whose mission is to equip foster, adoptive, and kinship families to build healthy homes where children and youth can heal. More than 1,500 families have benefited from their programs and products, which are designed to give caregivers the tools they need to help the whole family thrive.
We had a great time participating with some of our clients as well as raising money for a great local cause!
Have you led a Thrivent Action Team? If not, see how easy it is to get started:
-Apply to lead a Thrivent Action Team Project.
-Receive your Thrivent Action Kit in the mail, including up to $250 in seed money.
-Gather your team and bring your project to life.
-Share the results and impact of your project.
Apply today: bit.ly/430FSS9
#ThriventActionTeam #LiveGenerously #ThriventMembership #ThriventClients #MembershipBenefits #Thrivent
For additional disclosures, see thrivent.com/social.
While Social Security is the foundation of retirement income, it may replace only about 40% of your pre-retirement paycheck. Learn the impact of eligibility requirements on your monthly benefit and discover the importance of creating a strategy that's right for you.
Join us for a virtual presentation on Tuesday, October 29 at either 11:00am or 7:30pm MT for Maximizing Social Security with expert Mary Beth Franklin. When it comes to claiming benefits, your age, marital status and work history can make a big difference.
Register Here: https://thrivent.zoom.us/webinar/register/4316989590869/WN_DK0tfqVfQCupl5pcFFn3sw#/registration
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
Check out our Quarter 3 Newsletter for an interview with our Investment Analyst, Joseph Dobson, information on what makes a Thrivent Action Team possible, and much more!
https://www.thrivent.com/literature/pdw-newsletterQ32024.pdf
Please wish our co-owner and Wealth Advisor of Purpose Driven Wealth, Clint Jasperson, a Happy Birthday! 🎈 🎂 🥳
Please wish our Operations Manager of Purpose Driven Wealth, Lindsay Kimbrell, a Happy Birthday! 🎈 🎂 🥳
Because we have outgrown our current office and need room to accommodate our expanding practice, Purpose Driven Wealth is thrilled to announce our new location at 4184 St. Cloud Drive, Suite 204, Loveland, Colorado. This new space will be a great home for you and our business, and we are excited to continue helping people through a team-oriented, mutually accountable family culture. Visit our website to learn more.
https://connect.thrivent.com/purpose-driven-wealth
6989501.1
Is your future protected from the unexpected? Here are 5 uncertainties to plan for to keep your goals on track.
Read more here: https://www.thrivent.com/insights/financial-planning/risks-and-habits-that-can-derail-your-financial-plan?email=
For additional disclosures, see thrivent.com/social.
With financial scams on the rise, it’s crucial to understand what they look like and how to safeguard your assets.
Learn more about the different scams you should keep an eye out for and how to protect yourself from falling victim.
https://www.thrivent.com/insights/financial-planning/scams-in-the-spotlight?utm_source=fieldfb&utm_campaign=magazine&utm_goal=educate&utm_term=library&utm_content=financialscams
For additional disclosures, see thrivent.com/social.
How do you strategically invest your resources – time, money, materials, staff, and assets to fulfill your mission?
Don't forget to join Thrivent along with pastor, leader, and best-selling author, Craig Groeschel where he will unpack common allocation mistakes and teach you how to invest your resources to accomplish your future goals and objectives.
Get your free tickets here: https://www.itickets.com/events/478986?utm_source=Field&utm_content=Field&referrer=Field
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
Check out our Quarter 3 Newsletter for an interview with our Investment Analyst, Joseph Dobson, information on what makes a Thrivent Action Team possible, and much more!
https://www.thrivent.com/literature/pdw-newsletterQ32024.pdf
Purpose Driven Wealth has moved to a new location at 4184 St. Cloud Drive, Suite 204, Loveland, Colorado. Our team is blessed to continue serving our clients in this new office, and we are excited to continue helping people in transition find provision, contentment and enjoyment based on biblical principles, organization, clarity and confidence. Visit our website to learn more.
https://connect.thrivent.com/purpose-driven-wealth
6989501.1