Today, we’re celebrating Clint Jasperson! 🎂🎉
Clint, thank you for your leadership, vision, and dedication to our clients and team. Wishing you a birthday filled with celebration and a year ahead full of exciting opportunities. Happy Birthday! 🥳
Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX
See thrivent.com/social for important disclosures.
When was the last time you updated your estate plan?
Even if your circumstances haven’t changed, it’s a good idea to review your plan every 3–5 years. But certain life events call for more immediate updates.
If it’s been a while—or you’ve experienced a major change—get in touch so we can talk through your options.
See thrivent.com/social for important disclosures.
Today, we’re celebrating Lindsay Kimbrell on her birthday! 🎂🎉
Lindsay, your leadership and behind-the-scenes work keep everything running smoothly, and we’re so thankful for all you do. Wishing you a wonderful birthday and a year full of happiness. 🥳
Trillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.
Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.
It can also help you:
• Align your assets with what matters most.
• Set clearer expectations for loved ones.
• Reduce uncertainty with intentional planning.
Discover how to help secure your legacy for your loved ones ⬇️
https://www.thrivent.com/insights/estate-planning/the-great-wealth-transfer-what-baby-boomers-need-to-know?utm_source=fieldfb&utm_campaign=2026_P2T_Legacy_Planning&utm_medium=fieldsocial&utm_content=great_wealth_transfer
See thrivent.com/social for important disclosures.
If giving is important to you, consider a strategy that maximizes your charitable impact.
https://www.thrivent.com/insights/generosity-giving/charitable-giving-financial-planning-strategies-to-maximize-impact?email=
See thrivent.com/social for important disclosures.
🏡 Your financial house should be built to last—and you can make it stronger with the right help.
Whether you’re working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you:
✅ Prepare for the unexpected
✅ Save and invest for major milestones
✅ Adapt as your goals evolve
Together, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more.
See thrivent.com/social for important disclosures.
Our ladies had so much fun connecting and creating at Alyssa's A Night to Create event. It was wonderful getting to see what everyone was inspired to create.
We look forward to hosting more events like this in the future.
See thrivent.com/social for important disclosures.
Did you know that, as clients with membership, we have the power to influence where Thrivent sends millions in grant funding each year? All you have to do is log in and decide where you want this year’s Choice Dollars®️ to go—be it a church, local charity or major nonprofit. Plus, Thrivent just made the experience easier and Choice Dollars are now available to every single member! We highly recommend taking advantage of this easy way to give back.
Be sure to direct 2026 Choice Dollars and spread the word about this unique member benefit.
See thrivent.com/social for important disclosures.
It was such an honor to serve our community at Serve 6.8's Hearts & Hands event. Our team assisted in creating over 200 cleaning buckets to be sent to families returning to their homes after crisis and filling over 2,000 sandbags to help protect homes in Utah from wildfires.
Learn more about Serve 6:8 by visiting their website at www.serve68.org
See thrivent.com/social for important disclosures.
Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared.
Here are a few key things to keep in mind:
• The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future.
• Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts.
• Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax.
A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.
Let’s celebrate Danny Sonnenberg today! 🎉🎂
Danny, your commitment to our clients and team does not go unnoticed. We hope your birthday is as great as you are and that the year ahead is full of exciting opportunities. Cheers to you! 🥳🎁
Turn time at home into something that helps communities around the world. With a hands-on service project delivered right to your door, you can build something meaningful while spending time with the people who matter most.
Thrivent Cause Kit™️ makes it easy to get started with a ready-to-use service project that includes everything you need to assemble water filters or solar lights that support communities around the world. Learn more: https://bit.ly/43DWul4
See thrivent.com/social for important disclosures.
Passing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
https://www.thrivent.com/insights/financial-planning/wealth-transfer-strategies-how-to-leave-assets-to-your-loved-ones?email=
See thrivent.com/social for important disclosures.
Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared.
Here are a few key things to keep in mind:
• The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future.
• Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts.
• Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax.
A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
See thrivent.com/social for important disclosures.
You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about your finances can help you build good money habits and minimize future challenges. Let's review your financial plan to help you stay ahead of financial surprises.
See thrivent.com/social for important disclosures.
Passing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
https://www.thrivent.com/insights/financial-planning/wealth-transfer-strategies-how-to-leave-assets-to-your-loved-ones?email=
See thrivent.com/social for important disclosures.
Purpose Driven Wealth is supporting Serve 6:8 as they join the response to the wildfires near Pueblo. With 3 major fires burning across Colorado—many families are facing urgent and unexpected needs. Your support will help provide relief to those impacted by these devastating fires.
Our team will be joining Serve 6:8 on August 29th, from 9 am - 1 pm in preparing relief kits for families impacted by these wildfires. We're looking forward to working with all of you to support our community in need.
https://HeartsHandsServe68.eventbrite.com/?aff=FAPromo
Learn more about Serve 6:8 by visiting their website at www.serve68.org
One of the greatest gifts you can offer your teenager is teaching them about money. In a few years, they'll face financial decisions that demand a long-term perspective. Here are ways to start the conversation. ⬇️
https://www.thrivent.com/insights/budgeting-saving/financial-literacy-for-teens-6-lessons-about-money-management?email=
See thrivent.com/social for important disclosures.
Catch up with the Purpose Driven Wealth team for our events in the last quarter and our plans to connect in the next few months. You can read our full newsletter on our website at the link below.
https://www.thrivent.com/literature/pdw-newsletter.pdf
See thrivent.com/social for important disclosures.