News and Insights
Working with a financial advisor can help strengthen your investing strategy. Together, we can discuss ways you can invest to help reach your financial goals and hedge against volatile market conditions.
See thrivent.com/social for important disclosures.
Are you a Small Business Owner or Farmer in Walworth County?
Join us for a Free Educational Workshop...
"Building a Legacy Beyond Ownership"
Thursday, April 16th @ 9:00 AM
Boxed and Burlap - Downtown, lower level
230 E. Walworth Avenue, Delavan, WI
Learn how to prepare for the financial, legal and transactional
aspects of transitioning your small business or farm to the next
generation. This seminar is hosted by Financial Advisor Joe
DeCiccio, who will also be presenting the Five Phases of an IRA.
Attendees are encouraged to bring their beneficiaries or heirs.
Guest Presenters: Attorney, Gretchen Burgess & VP of Business Planning Solutions, Bryan Esarco
A light breakfast will be served.
RSVP by calling 262-806-4728 or email: jen.grimme@thrivent.com
No products will be sold. Visit thrivent.com/social
Bryan Esarco, vice president business planning solutions with UMB, and Gretchen
Burgess, attorney with Murphy Desmond S.C,. are not affiliated with or endorsed by
Thrivent. Views are their own.
Are you a Small Business Owner or Farmer in Walworth County?
Join us for a Free Educational Workshop...
"Building a Legacy Beyond Ownership"
Thursday, April 16th @ 9:00 AM
Boxed and Burlap - Downtown, lower level
230 E. Walworth Avenue, Delavan, WI
Learn how to prepare for the financial, legal and transactional
aspects of transitioning your small business or farm to the next
generation. This seminar is hosted by Financial Advisor Joe
DeCiccio, who will also be presenting the Five Phases of an IRA.
Attendees are encouraged to bring their beneficiaries or heirs.
Guest Presenters: Attorney, Gretchen Burgess & VP of Business Planning Solutions, Bryan Esarco
A light breakfast will be served.
RSVP by calling 262-806-4728 or email: jen.grimme@thrivent.com
No products will be sold. Visit thrivent.com/social
Bryan Esarco, vice president business planning solutions with UMB, and Gretchen
Burgess, attorney with Murphy Desmond S.C,. are not affiliated with or endorsed by
Thrivent. Views are their own.
For the 15th consecutive year, Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.
Learn more about this recognition: https://bit.ly/4cVuu2j
Are you a Small Business Owner or Farmer in Walworth County?
Join us for a Free Educational Workshop...
"Building a Legacy Beyond Ownership"
Thursday, April 16th @ 9:00 AM
Boxed and Burlap - Downtown, lower level
230 E. Walworth Avenue, Delavan, WI
Learn how to prepare for the financial, legal and transactional
aspects of transitioning your small business or farm to the next
generation. This seminar is hosted by Financial Advisor Joe
DeCiccio, who will also be presenting the Five Phases of an IRA.
Attendees are encouraged to bring their beneficiaries or heirs.
Guest Presenters: Attorney, Gretchen Burgess & VP of Business Planning Solutions, Bryan Esarco
A light breakfast will be served.
RSVP by calling 262-806-4728 or email: jen.grimme@thrivent.com
No products will be sold. Visit thrivent.com/social
Bryan Esarco, vice president business planning solutions with UMB, and Gretchen
Burgess, attorney with Murphy Desmond S.C,. are not affiliated with or endorsed by
Thrivent. Views are their own.
Begin your journey on Thrivent’s Virtual Advice Team and discover a financial advisor career that aligns with your goals at a company dedicated to your long-term success.
Explore our openings: thriventcareers.com/4u3SxCl
At Thrivent, you'll build a financial advisor career you can put your whole heart into. Whether you grow your own practice or join a team, you can choose what’s right for you.
Start your journey 👉 thriventcareers.com/479gZs1
Join me for a Special Viewing Event: Retirement Reimagined!
Practical steps to turn savings into confidence
Tuesday, March 17th @ 11:30 AM
Thrivent - Burlington Office
189 E. Chestnut Street, Burlington
Ready to build the retirement you want? Discover how to
turn savings into confidence, optimize taxes, and enjoy a
secure retirement with expert strategies and actionable
insights to help you grow, protect, and make the most of
your wealth in any market.
Space is limited, reserve a seat for you and a guest today!
262-806-4728 / jen.grimme@thrivent.com
A light lunch will be served.
No products will be sold. Visit thrivent.com/social
March 2026 Market Update: Wobbling stocks, stronger bonds
Markets shifted in February, and that matters for how portfolios are positioned today. Thrivent's March Market Update explains what drove stock volatility, why bonds strengthened, and how we’re thinking about risk and diversification moving forward.
Join me for a Special Viewing Event: Retirement Reimagined!
Practical steps to turn savings into confidence
Tuesday, March 17th @ 11:30 AM
Thrivent - Burlington Office
189 E. Chestnut Street, Burlington
Ready to build the retirement you want? Discover how to
turn savings into confidence, optimize taxes, and enjoy a
secure retirement with expert strategies and actionable
insights to help you grow, protect, and make the most of
your wealth in any market.
Space is limited, reserve a seat for you and a guest today!
262-806-4728 / jen.grimme@thrivent.com
A light lunch will be served.
No products will be sold. Visit thrivent.com/social
Join me for a Special Viewing Event: Retirement Reimagined!
Practical steps to turn savings into confidence
Tuesday, March 17th @ 11:30 AM
Thrivent - Burlington Office
189 E. Chestnut Street, Burlington
Ready to build the retirement you want? Discover how to
turn savings into confidence, optimize taxes, and enjoy a
secure retirement with expert strategies and actionable
insights to help you grow, protect, and make the most of
your wealth in any market.
Space is limited, reserve a seat for you and a guest today!
262-806-4728 / jen.grimme@thrivent.com
A light lunch will be served.
No products will be sold. Visit thrivent.com/social
Join us for a Free Educational Workshop...
Strategies to help maximize your social security Income.
Tuesday, March 10th @ 6:00 pm
Bubba's Brickyard - Downstairs
(Not handicap accessible)
217 N. Pine Street, Burlington
A light meal will be served.
Reserve a seat for you and a guest
Call 262-806-4728 or email jen.grimme@thrivent.com
No products will be served. Visit thrivent.com/social
Join me for a Special Viewing Event: Retirement Reimagined!
Practical steps to turn savings into confidence
Tuesday, March 17th @ 11:30 AM
Thrivent - Burlington Office
189 E. Chestnut Street, Burlington
Ready to build the retirement you want? Discover how to
turn savings into confidence, optimize taxes, and enjoy a
secure retirement with expert strategies and actionable
insights to help you grow, protect, and make the most of
your wealth in any market.
Space is limited, reserve a seat for you and a guest today!
262-806-4728 / jen.grimme@thrivent.com
A light lunch will be served.
No products will be sold. Visit thrivent.com/social
Explore a career built on meaningful work with unlimited potential. As a Thrivent financial advisor, you can choose the path that fits you best—whether that's starting as a virtual financial advisor, joining a team or leading a practice.
Start your journey here 👉 thriventcareers.com/4a5fr2T
Join us for a Free Educational Workshop...
Strategies to help maximize your social security Income.
Tuesday, March 10th @ 6:00 pm
Bubba's Brickyard - Downstairs
(Not handicap accessible)
217 N. Pine Street, Burlington
A light meal will be served.
Reserve a seat for you and a guest
Call 262-806-4728 or email jen.grimme@thrivent.com
No products will be served. Visit thrivent.com/social
Join us for a Free Educational Workshop...
Strategies to help maximize your social security Income.
Tuesday, March 10th @ 6:00 pm
Bubba's Brickyard - Downstairs
(Not handicap accessible)
217 N. Pine Street, Burlington
A light meal will be served.
Reserve a seat for you and a guest
Call 262-806-4728 or email jen.grimme@thrivent.com
No products will be served. Visit thrivent.com/social
From education-specific accounts to general savings, different vehicles offer different rules, flexibility and potential tax advantages. The right mix depends on your timeline and goals. If you’re starting to save for college, take a look at this helpful overview of college savings plan options: https://bit.ly/3ZDyXPn
Ready to make a difference? At Thrivent, you'll build a financial advisor career you can put your whole heart into—whether you grow your own practice or join a team. Learn more about this lucrative career opportunity 👉 thriventcareers.com/3NTRYdE
