News and Insights
Will your retirement income last? Check out this helpful retirement income planning calculator to see if you're on track: https://bit.ly/41OQJAQ
You are invited to this special event: Savvy Social Security!
Thursday, March 20th @ 6PM
Waterfront Warehouse
3322 Sheridan Road
Kenosha, WI
Join us as we cover these common questions: When should I
file for Social Security benefits? If I file and continue to work,
how will my benefits be affected? Will I pay taxes on my Social
Security benefits? Don’t miss out on potential opportunities to
maximize your retirement income!
These sessions are hosted by Thrivent - Shoreline Group.
RSVP to reserve a seat for you and a guest.
https://connect.thrivent.com/shoreline-group
or call Jen @ 262-806-4728
A light meal will be served.
No products will be sold, visit thrivent.com/social
You are invited to this special event: Savvy Social Security!
Thursday, March 20th @ 6PM
Waterfront Warehouse
3322 Sheridan Road
Kenosha, WI
Join us as we cover these common questions: When should I
file for Social Security benefits? If I file and continue to work,
how will my benefits be affected? Will I pay taxes on my Social
Security benefits? Don’t miss out on potential opportunities to
maximize your retirement income!
These sessions are hosted by Thrivent - Shoreline Group.
RSVP to reserve a seat for you and a guest.
https://connect.thrivent.com/shoreline-group
or call Jen @ 262-806-4728
A light meal will be served.
No products will be sold, visit thrivent.com/social
You are invited to this special event: Savvy Social Security!
Tuesday, March 11th @ 6PM
The Club at Strawberry Creek
14810 - 72nd Street
Kenosha, WI
Join us as we cover these common questions: When should I
file for Social Security benefits? If I file and continue to work,
how will my benefits be affected? Will I pay taxes on my Social
Security benefits? Don’t miss out on potential opportunities to
maximize your retirement income!
These sessions are hosted by Thrivent - Shoreline Group.
RSVP to reserve a seat for you and a guest.
https://connect.thrivent.com/shoreline-group
or call Jen @ 262-806-4728
A light meal will be served.
No products will be sold, visit thrivent.com/social
You are invited to one of these special events in your area: Savvy Social Security!
Monday, March 10th @6pm
The Treasury
303 E. Walworth Ave
Delavan, WI 53115
Tuesday, March 11th @ 6pm
The Club at Strawberry Creek
14810 -72nd St
Kenosha, WI 53142
Thursday, March 20th @6pm
Waterfront Warehouse
3322 Sheridan Rd
Kenosha, WI 5314
Join us as we cover these common questions: When should I
file for Social Security benefits? If I file and continue to work,
how will my benefits be affected? Will I pay taxes on my Social
Security benefits? Don’t miss out on potential opportunities to
maximize your retirement income!
These sessions are hosted by Thrivent - Shoreline Group.
RSVP to reserve a seat for you and a guest.
https://connect.thrivent.com/shoreline-group
or call Jen @ 262-806-4728
A light meal will be served.
No products will be sold, visit thrivent.com/social
You are invited to this special event: Savvy Social Security!
Monday, March 10th @ 6PM
The Treasury
303- E. Walworth Avenue
Delavan, WI 53115
Join us as we cover these common questions: When should I
file for Social Security benefits? If I file and continue to work,
how will my benefits be affected? Will I pay taxes on my Social
Security benefits? Don’t miss out on potential opportunities to
maximize your retirement income!
These sessions are hosted by Thrivent - Shoreline Group.
RSVP to reserve a seat for you and a guest.
https://connect.thrivent.com/shoreline-group
or call Jen @ 262-806-4728
A light meal will be served.
No products will be sold, visit thrivent.com/social
Is your investment approach more hands on, or do you prefer to keep it casual?
Understanding the differences between investment approaches can help you take control. >> https://bit.ly/4hQcEgs
See thrivent.com/social for important disclosures.
Every financial decision comes with risk, and everyone's comfort levels are different. Understanding your risk tolerance is vital to making smart investments. Learn more: https://bit.ly/3Qbi8GU
You are invited to this special event: Savvy Social Security!
Tuesday, March 11th @ 6PM
The Club at Strawberry Creek
14810 - 72nd Street
Kenosha, WI
Join us as we cover these common questions: When should I
file for Social Security benefits? If I file and continue to work,
how will my benefits be affected? Will I pay taxes on my Social
Security benefits? Don’t miss out on potential opportunities to
maximize your retirement income!
These sessions are hosted by Thrivent - Shoreline Group.
RSVP to reserve a seat for you and a guest.
https://connect.thrivent.com/shoreline-group
or call Jen @ 262-806-4728
A light meal will be served.
No products will be sold, visit thrivent.com/social
Risk tolerance. Investment budget. Diversification. Tax implications.
Have these topics been on your mind lately? Together, we can review your financial picture and design a plan that can help you reach your short- and long-term goals.
See thrivent.com/social for important disclosures.
You are invited to one of these special events in your area: Savvy Social Security!
Monday, March 10th @6pm
The Treasury
303 E. Walworth Ave
Delavan, WI 53115
Tuesday, March 11th @ 6pm
The Club at Strawberry Creek
14810 -72nd St
Kenosha, WI 53142
Thursday, March 20th @6pm
Waterfront Warehouse
3322 Sheridan Rd
Kenosha, WI 5314
Join us as we cover these common questions: When should I
file for Social Security benefits? If I file and continue to work,
how will my benefits be affected? Will I pay taxes on my Social
Security benefits? Don’t miss out on potential opportunities to
maximize your retirement income!
These sessions are hosted by Thrivent - Shoreline Group.
RSVP to reserve a seat for you and a guest.
https://connect.thrivent.com/shoreline-group
or call Jen @ 262-806-4728
A light meal will be served.
No products will be sold, visit thrivent.com/social
As retirement nears, it’s worth reevaluating your investments. Life changes can shift your goals, and revisiting your risk tolerance could help protect your savings.
Ready to ensure your investments align with your goals? ➡️ https://bit.ly/4hspAZT
It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started:
1️⃣ What are you investing for?
2️⃣ What is your time horizon?
3️⃣ What is your risk tolerance?
If you’re looking for a professional to help you with your investing strategy, let’s talk.
See thrivent.com/social for important disclosures.
Investing basics: The complete guide for beginners
Investing may seem complex, but learning the basics can help prepare you to take the next step. From terminology 101 to learning how to assess your risk tolerance, this guide will help give you a foundational understanding of investing. If you’d like to align your investments with your financial goals, let’s set up a meeting.
You are invited to this special event: Savvy Social Security!
Tuesday, March 11th @ 6PM
The Club at Strawberry Creek
14810 - 72nd Street
Kenosha, WI
Join us as we cover these common questions: When should I
file for Social Security benefits? If I file and continue to work,
how will my benefits be affected? Will I pay taxes on my Social
Security benefits? Don’t miss out on potential opportunities to
maximize your retirement income!
These sessions are hosted by Thrivent - Shoreline Group.
RSVP to reserve a seat for you and a guest.
https://connect.thrivent.com/shoreline-group
or call Jen @ 262-806-4728
A light meal will be served.
No products will be sold, visit thrivent.com/social
You are invited to this special event: Savvy Social Security!
Tuesday, March 11th @ 6PM
The Club at Strawberry Creek
14810 - 72nd Street
Kenosha, WI
Join us as we cover these common questions: When should I
file for Social Security benefits? If I file and continue to work,
how will my benefits be affected? Will I pay taxes on my Social
Security benefits? Don’t miss out on potential opportunities to
maximize your retirement income!
These sessions are hosted by Thrivent - Shoreline Group.
RSVP to reserve a seat for you and a guest.
https://connect.thrivent.com/shoreline-group
or call Jen @ 262-806-4728
A light meal will be served.
No products will be sold, visit thrivent.com/social
You are invited to one of these special events in your area: Savvy Social Security!
Monday, March 10th @6pm
The Treasury
303 E. Walworth Ave
Delavan, WI 53115
Tuesday, March 11th @ 6pm
The Club at Strawberry Creek
14810 -72nd St
Kenosha, WI 53142
Thursday, March 20th @6pm
Waterfront Warehouse
3322 Sheridan Rd
Kenosha, WI 5314
Join us as we cover these common questions: When should I
file for Social Security benefits? If I file and continue to work,
how will my benefits be affected? Will I pay taxes on my Social
Security benefits? Don’t miss out on potential opportunities to
maximize your retirement income!
These sessions are hosted by Thrivent - Shoreline Group.
RSVP to reserve a seat for you and a guest.
https://connect.thrivent.com/shoreline-group
or call Jen @ 262-806-4728
A light meal will be served.
No products will be sold, visit thrivent.com/social
You are invited to this special event: Savvy Social Security!
Monday, March 10th @ 6PM
The Treasury
303- E. Walworth Avenue
Delavan, WI 53115
Join us as we cover these common questions: When should I
file for Social Security benefits? If I file and continue to work,
how will my benefits be affected? Will I pay taxes on my Social
Security benefits? Don’t miss out on potential opportunities to
maximize your retirement income!
These sessions are hosted by Thrivent - Shoreline Group.
RSVP to reserve a seat for you and a guest.
https://connect.thrivent.com/shoreline-group
or call Jen @ 262-806-4728
A light meal will be served.
No products will be sold, visit thrivent.com/social
Hello from beautiful Minneapolis! Excited to spend a few days at Thrivent's annual Business Development Conference learning new ways to empower lives of service and faith for clients like you.
#BDC25