Insights
I've got valuable information and resources to share. Explore away! And check back often.
Today we recognize the life and leadership of Dr. Martin Luther King Jr. What acts of service can you do in your community to honor his legacy?
Today we recognize the life and leadership of Dr. Martin Luther King Jr. What acts of service can you do in your community to honor his legacy?
๐ 2024 Peak Performer and Million Dollar Round Table (MDRT) Producer ๐๐ As I embark on another year of service, I want to reflect on my 2024 accomplishments and express heartfelt gratitude to the incredible people that contributed to our practice's 23% AUM/AUA growth and my recognition as a 2024 Peak Performer and Million Dollar Round Table (MDRT) Producer! To our clients: You are the real MVPs! Whether sitting across from me at this table or connecting via Zoom, you took action for your future and prioritized the people and causes that matter most. Thank you for allowing us to partner with you on your journey! To my amazing family: Thank you for your unwavering love, encouragement, and support. You are my foundation and inspiration, and I couldnโt do this without you. To our incredible team at Wellington Way Financial Group of Thrivent: A special shout-out to both of our amazing Lisas ๐โyour dedication, professionalism, and unwavering support make everything we do possible. To our strategic alliances and centers of influence: Thank you for your referrals and partnerships. Your alignment with our values and commitment to purposeful advice have been instrumental in our growth. To Thriventโs community engagement leaders, practice growth professionals, and leadership: Thank you for opening doors to new opportunities and fostering an environment where advisors can truly THRIVE. Your support creates a space for innovation, growth, and success. I am deeply honored to lead this career alongside such remarkable people. Hereโs to building on this momentum for even greater success in 2025! Letโs go! ๐ ๐ ๐ #celebrate #reflect #appreciate #2024performance #peakperformer #MDRT #service #advice #investment #insurance #generosity #yourfinancialadvisor #WellingtonWayFinancialGroup #Thrivent *Peak Performer is an internal recognition program at Thrivent. *MDRT is an external recognition metric for financial professionals globally. *AUM/AUA - Assets under management / assets under advisement Visit Thrivent.com/social for additional disclosures.
๐ 2024 Peak Performer and Million Dollar Round Table (MDRT) Producer ๐๐ As I embark on another year of service, I want to reflect on my 2024 accomplishments and express heartfelt gratitude to the incredible people that contributed to our practice's 23% AUM/AUA growth and my recognition as a 2024 Peak Performer and Million Dollar Round Table (MDRT) Producer! To our clients: You are the real MVPs! Whether sitting across from me at this table or connecting via Zoom, you took action for your future and prioritized the people and causes that matter most. Thank you for allowing us to partner with you on your journey! To my amazing family: Thank you for your unwavering love, encouragement, and support. You are my foundation and inspiration, and I couldnโt do this without you. To our incredible team at Wellington Way Financial Group of Thrivent: A special shout-out to both of our amazing Lisas ๐โyour dedication, professionalism, and unwavering support make everything we do possible. To our strategic alliances and centers of influence: Thank you for your referrals and partnerships. Your alignment with our values and commitment to purposeful advice have been instrumental in our growth. To Thriventโs community engagement leaders, practice growth professionals, and leadership: Thank you for opening doors to new opportunities and fostering an environment where advisors can truly THRIVE. Your support creates a space for innovation, growth, and success. I am deeply honored to lead this career alongside such remarkable people. Hereโs to building on this momentum for even greater success in 2025! Letโs go! ๐ ๐ ๐ #celebrate #reflect #appreciate #2024performance #peakperformer #MDRT #service #advice #investment #insurance #generosity #yourfinancialadvisor #WellingtonWayFinancialGroup #Thrivent *Peak Performer is an internal recognition program at Thrivent. *MDRT is an external recognition metric for financial professionals globally. *AUM/AUA - Assets under management / assets under advisement Visit Thrivent.com/social for additional disclosures.
Happy New Year! Wishing your family a very blessed 2025.
Happy New Year! Wishing your family a very blessed 2025.
Merry Christmas to you and yours! Hope your day is filled with special moments and all your favorite traditions. ๐
Merry Christmas to you and yours! Hope your day is filled with special moments and all your favorite traditions. ๐
๐ ๐ As we pause today to reflect on Our Savior's Birth, sharing gifts and the warmth of family and friends, I want to take a moment to wish you a Merry Christmas filled with peace, joy and love!! ๐ I want to also thank our amazing clients who participated in our Operation Christmas Shoesbox for Kids Drive!! ๐ ๐ฉฐ Together we were able to deliver over 100 pairs of new shoes to kids, distributed through the Boys and Girls Club of Wellington and the Talented Teen Club. ๐ค Thank you for your generosity and partnership this year. It has been honor serving you, and we look forward to continuing our journey together in the new year. ๐ Merry Christmas from Wellington Way Financial Group of Thrivent!! #MerryChristmas #Thrivent #WellingtonWayFinancialGroup #Generosity #Retirement #Investments #Insurance #Thrivein2025
๐ ๐ As we pause today to reflect on Our Savior's Birth, sharing gifts and the warmth of family and friends, I want to take a moment to wish you a Merry Christmas filled with peace, joy and love!! ๐ I want to also thank our amazing clients who participated in our Operation Christmas Shoesbox for Kids Drive!! ๐ ๐ฉฐ Together we were able to deliver over 100 pairs of new shoes to kids, distributed through the Boys and Girls Club of Wellington and the Talented Teen Club. ๐ค Thank you for your generosity and partnership this year. It has been honor serving you, and we look forward to continuing our journey together in the new year. ๐ Merry Christmas from Wellington Way Financial Group of Thrivent!! #MerryChristmas #Thrivent #WellingtonWayFinancialGroup #Generosity #Retirement #Investments #Insurance #Thrivein2025
As you plan and save for retirement, deciding when youโll take Social Security is one of the most important financial decisions youโll make. Here are a number of factors to consider before deciding: https://bit.ly/3Ytb2RM Letโs discuss what approach is right for you.
As you plan and save for retirement, deciding when youโll take Social Security is one of the most important financial decisions youโll make. Here are a number of factors to consider before deciding: https://bit.ly/3Ytb2RM Letโs discuss what approach is right for you.
๐ $1,900,000 of Charitable Impact ๐ Congrats to Impact the Palm Beaches on 10 years of giving to support local nonprofits! I am thrilled to be a member! Thank you to our Founders Deborah Johnson, CFRE and Bridget Baratta for your vision. Our Tri-Presidents Christine DelVecchio, Lisa Johnson and Grace Kurian will carry on the baton of leadership in Philanthropy this year! In 2025, we will give up to $500,000 to grant recipients and merit recipients doing the work to improve our communities, serve others and enhance our way of life!! Applications are now open! Visit www.impactpalmbeaches.org for eligibility requirements and learn more! Here's to many more years of Impact! ๐ฅ Great seeing: Stephanie Edison Kelly O'Neil Anne Clermont Dr. Deeawn Roundtree, DBA, D. Min., SHRM-SCP, Certified Leadership Trainer, Coach, and Speaker Andrea Greenspan, AICI CIC Jennifer Snow and others #womeninphilanthropy #impact #palmbeach #livegenerously #service #communityfocused #yourfinancialadvisor #WellingtonWayFinancialGroup #Thrivent Impact the Palm Beaches is not affiliated with Thrivent. Visit Thrivent.com/social for additional disclosures.
๐ $1,900,000 of Charitable Impact ๐ Congrats to Impact the Palm Beaches on 10 years of giving to support local nonprofits! I am thrilled to be a member! Thank you to our Founders Deborah Johnson, CFRE and Bridget Baratta for your vision. Our Tri-Presidents Christine DelVecchio, Lisa Johnson and Grace Kurian will carry on the baton of leadership in Philanthropy this year! In 2025, we will give up to $500,000 to grant recipients and merit recipients doing the work to improve our communities, serve others and enhance our way of life!! Applications are now open! Visit www.impactpalmbeaches.org for eligibility requirements and learn more! Here's to many more years of Impact! ๐ฅ Great seeing: Stephanie Edison Kelly O'Neil Anne Clermont Dr. Deeawn Roundtree, DBA, D. Min., SHRM-SCP, Certified Leadership Trainer, Coach, and Speaker Andrea Greenspan, AICI CIC Jennifer Snow and others #womeninphilanthropy #impact #palmbeach #livegenerously #service #communityfocused #yourfinancialadvisor #WellingtonWayFinancialGroup #Thrivent Impact the Palm Beaches is not affiliated with Thrivent. Visit Thrivent.com/social for additional disclosures.
As you plan ahead for retirement, donโt forget to consider long-term care costs, which could include in-home care or assisted living. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/3C7YJTo
As you plan ahead for retirement, donโt forget to consider long-term care costs, which could include in-home care or assisted living. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/3C7YJTo
๐ Event Highlights ๐ Thank you to everyone who join us for the Dance from Diabetes hosted by Monarch Health Services, sponsored by Wellington Way Financial Group of Thrivent! It is critical we take action to improve our physical health if we desire longevity! Similarly it is equally important to improve our financial wellness through proper planning, protection and investment strategies to match our expected life span! Let's be intentional! Connect with us to start a conversation about your financial future! Office: 561-584-9086 https://connect.thrivent.com/shanell-foster #yourhealthandyourwealth #dancefromdiabetes #communityfocused #givingback #planwell #WellingtonWayFinancialGroup #Thrivent #financialplanning #insurance #investment #connect Thrivent is not affiliated with Monarch Health Services. Visit Thrivent.com/social for additional disclosures.
๐ Event Highlights ๐ Thank you to everyone who join us for the Dance from Diabetes hosted by Monarch Health Services, sponsored by Wellington Way Financial Group of Thrivent! It is critical we take action to improve our physical health if we desire longevity! Similarly it is equally important to improve our financial wellness through proper planning, protection and investment strategies to match our expected life span! Let's be intentional! Connect with us to start a conversation about your financial future! Office: 561-584-9086 https://connect.thrivent.com/shanell-foster #yourhealthandyourwealth #dancefromdiabetes #communityfocused #givingback #planwell #WellingtonWayFinancialGroup #Thrivent #financialplanning #insurance #investment #connect Thrivent is not affiliated with Monarch Health Services. Visit Thrivent.com/social for additional disclosures.
Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025. Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.