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News and Insights

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.

Sending the happiest birthday wishes to Jesse Doke! 🎂🎁 Jesse, your dedication and positive attitude make a difference every day. Wishing you a year filled with success, laughter, and great memories. Happy Birthday! 🥳

Marriage. Divorce. Having a baby. Sending your kid to college. Starting a job. Getting laid off. Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world. Here’s how to prepare for life’s what-ifs ➡️ https://bit.ly/4prEGmm See thrivent.com/social for important disclosures.

Purpose Driven Wealth is a top performing wealth management practice serving clients in Northern Colorado and Southern Wyoming. As a Thrivent affiliated team, we help our clients achieve confidence, clarity, trust, and contentment by increasing their understanding, discovering their goals, designing a plan, delivering solutions, and sustaining progress. Said differently, we are passionate about our client’s success and are looking to find a marketing specialist who shares our enthusiasm. The Marketing Specialist role is an energizing role that thrives on adaptability, collaboration, and strong interpersonal skills, as you’ll work closely with the team on events, marketing efforts, social media strategies, referral generating initiatives, business planning sessions, and more. The Office Professional reports to and is employed by Purpose Driven Wealth. For more details, see our job listing: https://thrivent.wd5.myworkdayjobs.com/External/job/CO---Loveland/Marketing-Specialist_REQ-47777-1 See thrivent.com/social for important disclosures.

Join Thrivent Member Network – Front Range Region and Serve 6:8 for a hands-on Serve Day supporting families impacted by the recent Aspen Acres Fire and the ongoing flood risk from the burn scar. Together, volunteers will put generosity into action through two meaningful service opportunities: • fill sandbags to help affected families from potential flooding • assemble Disaster Relief Kits to support households recovering after more than homes were destroyed or damaged Come ready to serve, connect, and offer practical help and hope to neighbors facing wildfire recovery and flood preparedness. Register at https://bit.ly/3RQ3FEz You may also register by leaving a voicemail at 612-844-3475, sending an email to FrontRangeTMN@Thrivent.com. See thrivent.com/social for important disclosures.

Purpose Driven Wealth is seeking an Investment Operations Coordinator with a trading focus to support advisor-directed trading, portfolio implementation, client money movement, and investment operations. This role requires strong attention to detail, sound investment knowledge, and the ability to execute requests accurately across multiple systems and account types. The Investment Operations Coordinator reports to and is employed by Purpose Driven Wealth. For more details, see our job listing: https://thrivent.wd5.myworkdayjobs.com/External/job/CO---Loveland/Investment-Operations-Coordinator_REQ-47778 See thrivent.com/social for important disclosures.

The market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇 https://www.thrivent.com/insights/investing/sequence-of-returns-risk-what-it-means-for-your-retirement?email= See thrivent.com/social for important disclosures.

You don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. https://www.thrivent.com/insights/investing/how-to-start-investing-with-little-money?email= See thrivent.com/social for important disclosures.

Caring for a child with special needs can feel overwhelming but you don’t have to navigate it alone. Thrivent clients with membership have access to caregiver resources at no cost through Homethrive, including guidance from dedicated care experts who understand your family’s unique journey. • Connect with specialists in caregiving and disability support • Receive personalized recommendations that fit your child’s and family’s needs • Get help finding the right care options—from in-home services to long-term support Learn more now: https://bit.ly/3ZNXwch For additional disclosures see thrivent.com/social.

Attend our free workshop, Charitable Strategies to Maximize Impact, to learn how a charitable fund works, different ways to give, and solutions tailored to your financial circumstances. If you’re thinking about incorporating a charitable strategy into your financial plan, this event is for you. Charitable Strategies to Maximize Impact Hosted by Danny Sonnenberg July 29, 5 p.m. - 7 p.m. The Office Bar & Grill | The Boardroom 1600 E Pershing Blvd Cheyenne, WY Seating is limited. Reserve your spot today. Please call Amelia Murphy at 307-778-3076 or email Amelia.Murphy@Thrivent.com by July 24, 2026. Dinner will be served from 5-6 pm. See thrivent.com/social for important disclosures.

Help us wish Simon a very happy birthday! 🎂🎉 Simon, we’re glad to have you on the team and appreciate the work you do to support our clients and advisors. Wishing you a great day and an exciting year ahead. Happy Birthday! 🥳

Wondering if disability income insurance is something you need? This resource contains commonly asked questions so you can decide what is right for you. ⬇️ https://www.thrivent.com/insights/disability-insurance/do-you-need-disability-insurance?email= See thrivent.com/social for important disclosures.

Thrivent 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. Serve 6.8 is partnering with Fellowship of the Rockies and other local churches who have trusted relationships within the affected community, helping identify and respond to critical needs as they arise. Through this partnership, donated funds can be quickly directed to where they are needed most. Serve 6.8 remains on the ground, supporting impacted families and providing meals, care, and hope through local church partnerships during this difficult time. Every donation makes a difference. https://thrivent.cotribute.co/events/1361388/detail Learn more about Serve 6:8 by visiting their website at www.serve68.org

This July, we recognize Disability Awareness Month and the importance of creating a more accessible world for people of all abilities. It's a reminder to reflect, learn and recommit to building communities where everyone is seen, valued and empowered to thrive. See thrivent.com/social for important disclosures.

Life transitions come with new responsibilities, and taxes are often one of them. Marriage, welcoming a new baby or going through a divorce can all affect your filing status, tax deductions and overall tax picture. The IRS has a helpful resource that breaks down what to expect: https://bit.ly/48UOMp0 If you’ve recently experienced a major life change and have questions, feel free to reach out for guidance. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

From education-specific accounts to general savings, different vehicles offer different rules, flexibility and potential tax advantages. The right mix depends on your timeline and goals. If you’re starting to save for college, take a look at this helpful overview of college savings plan options: https://bit.ly/3ZDyXPn 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.