A Lifetime Gift with Shelly Halverson in Burlington, WI - Shoreline Group, Financial Advisors

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A Lifetime Gift with Shelly Halverson

Location: The Treasury

Date: 2025-10-01T22:00:00

What no one wants to discuss could

be the best present ever.

We plan for weddings, college, vacation and retirement.

Why is it so hard to plan for death? A Lifetime Gift is for

anyone who wants tools to help you talk to loved ones and

prepare. Certified Celebrant Shelly Halverson offers

conversation starters and a practical checklist with

encouraging instructions.

No products will be sold. Visit Thrivent.com/social for additional information

Shelly Halverson is not affiliated with or endorsed by Thrivent. The view expressed in this presentation by Shelly Halverson are her own and not necessarily those of Thrivent or its affiliates.

How can you register for this event?

You can register to the event at this link https://alifetimegiftdelavan.eventbrite.com

No products will be sold.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Thrivent financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.

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