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News and Insights

Great conversations, great questions, and a great evening in Cheyenne at our recent Will Taxes Affect Your Retirement? dinner seminar. Danny Sonnenberg led the discussion around retirement income planning, tax considerations, and strategies to help attendees think more intentionally about their financial future. Thank you to everyone who joined us and helped make it such a great event. We always appreciate the opportunity to connect with our community and have meaningful conversations around the topics that matter most. If this topic got you thinking about your own retirement plan, we’d be happy to continue the conversation. #PurposeDrivenWealth #RetirementPlanning #TaxPlanning #FinancialPlanning #CheyenneWY See thrivent.com/social for important disclosures.

We're stepping up for youth in foster, kinship, and adoptive families this May. Join us in Finally Home's Walkathon to support kids in our communities find the stable homes they need. https://finallyhome.net/campaign/stepup2026/team/19/ See thrivent.com/social for important disclosures.

Wondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you. https://www.thrivent.com/insights/investing/the-differences-between-real-estate-stocks-bonds-and-mutual-funds?email= See thrivent.com/social for important disclosures.

Join us in wishing a very happy birthday to Raj! 🎉🎂 We’re grateful to have Raj as part of the Purpose Driven Wealth team and appreciate the skills and perspective he brings. Wishing you a wonderful birthday and a great year ahead! 🥳

We’re excited to celebrate a big milestone for our team! Clint has been named a 2025 recipient of Thrivent Charitable’s Voices in Philanthropy. This highlights the meaningful impact that can happen when generosity and thoughtful planning come together. We’re grateful to be part of the conversations that help clients support the people, causes, and communities they care about most. This reflects the impact our clients are making every day. Learn more about the impact of charitable giving: https://www.thriventcharitable.com/ #PurposeDrivenWealth #VoicesInPhilanthropy #GenerosityInAction #CommunityImpact See thrivent.com/social for important disclosures. Thrivent Charitable recognizes Thrivent financial advisors who devoted extra effort in facilitating charitable gifts to the foundation. Thrivent Charitable’s Voices in Philanthropy (VIP) recognizes the top five FAs from each Advisor Area who facilitate at least $100,000 in current or deferred gifts to Thrivent Charitable between Jan. 1 through Dec. 31, in a calendar year. The Thrivent Charitable VIP-Hall of Honor award recognizes Thrivent financial advisors who facilitate at least $5 million in current or deferred charitable gifts to Thrivent Charitable over their career. These recognitions do not evaluate the quality of services/advice provided to clients and is not indicative of the financial advisor’s future performance.

When you retire, you leave behind many things—the daily grind, the commute, and maybe even your previous home. However, one thing that often remains is a tax bill. When you understand how investments are taxed and plan accordingly, you can make decisions that help keep your income taxes in check. During this session, our associate, Danny Sonnenberg, will walk through how taxes may impact retirement income and share insights on potential market and economic trends for 2026. 📅 Thursday, April 23 | 5:00–7:00 PM 📍 The Office Bar & Grill | Board Room 1600 E Pershing Blvd, Cheyenne, WY Dinner will be served from 5:00–6:00 PM. Seating is limited. Reserve your spot today by calling 307-778-3076 or emailing peyton.esposito@thrivent.com. See thrivent.com/social for important disclosures.

One thing you don’t retire from? Taxes. Understanding how your income is taxed in retirement can make a meaningful difference in how long your money lasts. Join us for an upcoming educational dinner seminar where we’ll walk through strategies to help you work toward a more tax-efficient retirement. 📅 Thursday, April 23 🕔 5:00–7:00 PM 📍 The Office Bar & Grill | Board Room 1600 E Pershing Blvd, Cheyenne, WY Dinner will be served from 5:00–6:00 PM. Seating is limited. Reserve your spot today by calling 307-778-3076 or emailing peyton.esposito@thrivent.com See thrivent.com/social for important disclosures.

It’s time to celebrate Alyssa Davis on her birthday! 🎉🎂 Alyssa, you’re such an important part of our team, and we’re grateful for all you do for our clients and firm. Wishing you a day full of joy, laughter, and celebration. Happy Birthday! 🥳

Our First Quarter 2026 newsletter is officially out! From team highlights to community impact and a few important reminders, there’s a lot packed into this one. We’re grateful to serve such a generous and purpose-driven community! Take a look and let us know what stands out to you: https://www.thrivent.com/literature/pdw-newsletter.pdf See thrivent.com/social for important disclosures.

Looking for your next opportunity? We’re adding an Administrative Assistant to our team at Purpose Driven Wealth! If you enjoy staying organized, supporting a fast-moving team, and playing a key role in day-to-day operations, this could be a great fit. Learn more and apply here: https://thrivent.wd5.myworkdayjobs.com/External/job/CO---Loveland/Administrative-Assistant_REQ-45661-2 #Hiring #CareerOpportunity #AdminSupport #TeamSupport #LovelandCO #ThriventCareers See thrivent.com/social for important disclosures.

Help us send some birthday love to Lotem Sella! 🎂🎉 Lotem, thank you for everything you bring to Purpose Driven Wealth and for the steady leadership you provide behind the scenes. Wishing you a great day and an exciting year ahead. Happy Birthday! 🥳

We’re hiring and excited to grow our team! Purpose Driven Wealth is looking for an Administrative Assistant to support our advisors and operations while helping deliver a seamless experience for the clients we serve. This role is ideal for someone who thrives on organization, collaboration, and keeping the day running smoothly behind the scenes. View the full role details and apply here: https://thrivent.wd5.myworkdayjobs.com/External/job/CO---Loveland/Administrative-Assistant_REQ-45661-2 #NowHiring #AdministrativeAssistant #JoinOurTeam #PurposeDrivenWealth #ThriventCareers See thrivent.com/social for important disclosures.

Please join us in wishing a very happy birthday to Peyton Esposito! 🎉🎂 Peyton, your positivity, organization, and creativity bring so much energy to our team. We hope your day is filled with fun, laughter, and all your favorite things. Enjoy celebrating. You deserve it! 🥳

Cheers to 2025! 🥂 A new year brings new goals and opportunities. We look forward to continuing our journey together and achieving great things in the year ahead. Wishing you success and happiness this New Year!

Our offices will be closed on Thursday January 1st, in observance of New Years Day. We will resume regular operations on Friday January 2nd and look forward to serving you then.

Merry Christmas! 🎄 May the beauty of the season bring you happiness and the spirit of the holiday fill your home with love and peace.

Our offices will be closed on Wednesday December 24th & Thursday December 25th, in observance of Christmas Eve and Christmas Day. We will resume regular operations on Friday December 26th and look forward to serving you then.

🎄 Share the joy of the season with a Thrivent Action Team! Help make the holidays brighter for those in need. From toy drives to volunteer events, now is the time to act. Learn how: thrivent.com/actionteam. #HolidayGenerosity

We’re continuing our search for a Senior Investment Analyst to join our team! If you or someone you know has strong analytical skills, experience supporting investment processes, and a desire to make a meaningful impact, this opportunity could be the perfect fit. Click below to learn more and apply: https://thrivent.wd5.myworkdayjobs.com/External/job/CO---Loveland/Investment-Analyst_REQ-44353 #ThriventCareers #NowHiring #SeniorInvestmentAnalyst #PurposeDrivenWealth See thrivent.com/social for important disclosures.

Our Qtr. 4 Newsletter is here! As we close out the year, our team is excited to share highlights from the Christmas season, year-end generosity reminders, office schedule updates, community outreach with Serve 6.8, and a few of our favorite seasonal recipes in our new “From Our Kitchen to Yours” section. Take a moment to catch up on what we have been working on as we head into the new year. 👉 https://www.thrivent.com/literature/pdw-newsletter.pdf #PurposeDrivenWealth #HolidaySeason #ClientCare See thrivent.com/social for important disclosures.