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News and Insights

We were grateful to be part of the Finally Home Golf Tournament this year! The event raised more than $84,000 to support foster, adoptive, and kinship families — their biggest year yet. It was inspiring to see the community come together in support of such a meaningful cause. Learn more about their mission at finallyhome.net. #FinallyHome #GolfTournament #CommunityImpact #FosterCare #Adoption See thrivent.com/social for important disclosures.

Thrivent is partnering with a company called Empathy to offer a new grief resource. Empathy offers the tools and resources to support families through the difficult experience of losing a loved one. Empathy can be accessed via app, online and over the phone. Care Managers provide personalized guidance and custom care plans for helping manage both the emotional and practical aspects of loss. Learn more about this new membership benefit: https://bit.ly/43H43Zn

Fall is here and so is our Qtr. 3 newsletter! Inside you’ll find: • A team spotlight on Alyssa Davis • Insights on Roth IRA conversions • Highlights from Finally Home’s Walk-a-Thon and Golf Tournament • Details on our sponsorship of the 2025 World Long Drive Championship • Local hidden gems and music picks from our team Take a few minutes to catch up on what we’ve been up to: https://www.thrivent.com/literature/pdw-newsletter.pdf #PurposeDrivenWealth #FallUpdates See thrivent.com/social for important disclosures.

This week is the big one! The World Long Drive Championship kicks off Thursday, September 25th and runs through Saturday, September 27th in La Salle, CO., and we’ll be there all weekend. Come find us at our booth for: - A chance to win a custom driver and fitting from GolfTEC - Games and prizes - Snacks and things to help you cool off Bigfoot Turf Farm | 22455 County Road 49, La Salle, CO. 80645 Admission is free! Bring your friends and family and stop by to say hi. We’d love to see you there! #WorldLongDrive2025 #GolfLife #ColoradoEvents #SeeYouThere See thrivent.com/social for important disclosures.

We’re hiring in Loveland! Our Brokerage Operations team is looking for an Investment Analyst to join the Purpose Driven Wealth team! If you’re detail-oriented and thrive in a collaborative environment, this may be a great fit for you. Learn more and apply here: https://thrivent.wd5.myworkdayjobs.com/External/job/CO---Loveland/Investment-Analyst_REQ-44353 #JobPosting #JoinOurTeam #NowHiring #CareerOpportunity #PurposeDrivenWealth See thrivent.com/social for important disclosures.

🍂 Fall is a season of change—and giving back. Thrivent Action Teams are a great way to support your community as the leaves turn. Host a food drive, fundraiser, or service project. Start planning: thrivent.com/actionteam. #FallIntoGenerosity

Let's celebrate Danny today! A huge shoutout to our amazing Associate, Danny Sonnenberg, on his special day. 🎂 🎈 Your dedication to Purpose Driven Wealth inspires us all. May your day be as fantastic as you are. Cheers to another incredible year ahead!

The countdown is on! The World Long Drive Championship is just around the corner and we’re getting excited! September 25th to 27th Bigfoot Turf Farm | 22455 County Road 49, La Salle, CO 80645 Free for all spectators We’ll be there all weekend with: - A driver and fitting giveaway from GolfTEC - Games and prizes - Snacks and ways to cool off Bring your friends and family, stop by our booth, and enjoy an awesome weekend of big swings and local fun! #WorldLongDrive #NorthernColoradoEvents #GolfLife See thrivent.com/social for important disclosures.

We love seeing the ways our clients make a difference in their communities. Our client Charlotte recently led a Thrivent Action Team that supported a six week summer book read at St. Paul’s Lutheran Church in Cheyenne, WY. Eighteen members gathered to read I Never Thought of it That Way by Monica Guzmán, with Pastor Andrea Kragerud leading thoughtful discussions. The purpose was to encourage listening and respect for different viewpoints, creating a meaningful way to connect and grow together. Thank you to Charlotte, Pastor Andrea, and everyone who participated for making this Action Team such an inspiring success. Learn more about Thrivent Action Teams here: https://www.thrivent.com/about-us/membership/thrivent-action-teams #ThriventActionTeams #LiveGenerously See thrivent.com/social for important disclosures.

A budget isn’t about restrictions — it’s about clarity and confidence. When your budget reflects your values and priorities, it empowers you to spend with purpose and financial confidence. Learn how to build a budget that supports your life, not limits it. Read more: https://www.thrivent.com/insights/budgeting-saving/budgeting-101-definition-purpose-types?email= #BudgetingBasics #FinancialConfidence #LiveWithPurpose #MoneyManagement #FinancialGoals #FaithAndFinances #Thrivent See thrivent.com/social for important disclosures.

We had such a great time at the Fort Collins Chamber Golf Classic! It was a wonderful opportunity to connect with local businesses, enjoy time on the course, and support the Chamber’s work in our community. #FortCollins #GolfClassic #CommunityConnection #Networking #PurposeDrivenWealth See thrivent.com/social for important disclosures.

Happy Labor Day! Today, we celebrate the dedication, resilience, and contributions of workers who keep our communities thriving. Thank you for your hard work and commitment.

Our offices will be closed on Monday, September 1st, in observance of Labor Day. We will resume regular operations on Tuesday, September 2nd and look forward to serving you then.

Looking back on such a great morning at the Cheyenne Frontier Days Pancake Breakfast! This long-standing tradition celebrates community, great food, and the unique spirit of Cheyenne. We were glad to be part of it! #CheyenneFrontierDays #PancakeBreakfast #CommunityTradition #PurposeDrivenWealth See thrivent.com/social for important disclosures.

Worried about market volatility? You're not alone. Here are three key ideas to help you stay grounded during uncertain times. If you still have questions or want to talk through your current strategy, reach out — we're happy to schedule time and walk through it together. Read more: https://www.thriventfunds.com/insights/investing-essentials/how-to-handle-market-volatility.html?utm_source=fieldfb&utm_campaign=financial_education&utm_goal=educate&utm_term=library&utm_content=MF #MarketVolatility #FinancialGuidance #InvestingWisely See thrivent.com/social for important disclosures

Building financial literacy early helps teens make confident decisions as they grow. This article shares six key lessons every teen should know: 1. Design your happiness one goal at a time 2. Your budget is a dashboard 3. A bank account beats a sock drawer 4. Make your money work for you 5. Keep your college debt manageable 6. Credit can be a slippery slope These foundational tips can help teens start their financial journey with clarity and confidence. Read more: https://www.thrivent.com/insights/budgeting-saving/financial-literacy-for-teens-6-lessons-about-money-management?email= #FinancialLiteracy #MoneyTipsForTeens #SmartMoneyHabits See thrivent.com/social for important disclosures.

Sending the happiest of birthday wishes to our outstanding Paraplanner, Jesse Doke! 🎂 🎁 Jesse, your hard work and positivity make Purpose Driven Wealth a better place every day. Wishing you a year full of success, laughter, and great memories. Happy Birthday! 🥳

We’re proud to be sponsoring the 2025 World Long Drive Championship happening September 25th to 27th in La Salle, CO! This high-energy event brings together the world’s longest hitters for an unforgettable weekend of competition, food trucks, music, and fun—and it’s free to attend. You’ll find us at our booth with: - A giveaway for a brand-new driver and custom fitting from GolfTEC - Games and prizes - Snacks and cool-down treats Bigfoot Turf Farm | 22455 County Road 49, La Salle, CO 80645 Tag your golf-loving friends and save the date. We’d love to see you there! #WorldLongDrive #ColoradoEvents #GolfSeason #FreeEvent See thrivent.com/social for important disclosures.

📚 Back to school, back to giving! Help students or teachers in need by leading a Thrivent Action Team this August. School supplies, fundraisers, or community events—the possibilities are endless. Apply here: thrivent.com/actionteam. #BackToSchoolGiving

Paying off student loans doesn’t have to feel like a lifelong struggle. Whether you’re just getting started or ready to accelerate your progress, this article shares 8 practical ways to tackle your student debt with confidence and build a plan that works for you. Read the full article here: https://www.thrivent.com/insights/college-planning/8-ways-to-get-serious-about-paying-off-student-loan-debt?email= #StudentLoanHelp #FinancialConfidence #DebtFreeJourney See thrivent.com/social for important disclosures.