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.
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
Part of our Quadrant team enjoyed the 2025 Thrivent Conference in San Diego this week!
While most small businesses aim to survive, we’re here to help you THRIVE. We understand the complexities of business ownership and can support you through every stage as you help build, preserve and protect your assets.
Event Update: This event is cancelled. Please contact Brittney Davis at 319-383-0164 to set up a private appointment regarding your small business. we apologize for any inconvenience. Thank you!
There's still space available at our free Small Business Solutions workshop on Wednesday, June 25th at 6:30pm. Take the next step in protecting your business, your family, and your employees. Please join Mike Olinger and Brittney Davis and sign up today: https://bit.ly/Biz_Workshop
No products will be sold.
I am committed to working with small business owners like you to help ensure growth, stability and preparedness. I help define your goals and secure your legacy for years to come—so you can focus on running your business.
Join us for an exclusive on-demand recording with former FBI agent, Jeff Lanza, as he provides a down-to-earth guide to defending your company against cyber attacks. It will cover the latest trends in digital breaches and offers solution-oriented tips that apply to every business environment.. Watch today and access helpful resources here: https://bit.ly/ProtectBiz2025
Find all of our upcoming events on our website: https://connect.thrivent.com/quadrant-financial-advisors/events
No products will be sold. Jeff Lanza is not affiliated with or endorsed by Thrivent.
Estate planning for blended families
Have you thought about how you’d like to leave behind your money and assets? Creating an estate plan in a blended family can be more complex, but in the end it may help your loved ones avoid probate, confusion and conflict. Here are things to consider if you are creating an estate plan for the first time or need to update an existing one. ⬇️
As an entrepreneur with the vision and determination to succeed, join Mike Olinger and Brittney Davis for a workshop that can help you prepare for the future of your business. Sign up today: https://www.eventbrite.com/e/important-discussions-for-small-business-owners-tickets-1382815120249?aff=oddtdtcreator
No products will be sold.
Just married? Now’s a great time to align on what generosity looks like for your family. Have a conversation with your loved one about how you want to give, serve and support the causes you care about—together.
If you want to discuss how to integrate generosity into your financial plan, let’s schedule time to meet.
See thrivent.com/social for important disclosures.
With financial exploitation on the rise, it’s crucial to understand what today’s scams look like and how to protect yourself.
Join us for an exclusive on-demand recording with former FBI agent, Jeff Lanza, as he discusses the latest hacks, security breached and computer scams to demonstrate how cybercrime occurs and what countermeasures individuals can take to be more cyber secure.
Watch today and access helpful resources! Cybercrime and Identity Theft Prevention with Jeff Lanza | Quadrant Financial Advisors https://bit.ly/idprotectionJune25
No products will be sold. Jeff Lanza is not affiliated with or endorsed by Thrivent.
Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.