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News and Insights

Is your goal to grow, serve others and lead with purpose? Join us in a career where you can thrive. As a Thrivent financial advisor, you’ll benefit from: ✔️ A supportive culture rooted in values and community ✔️ Attractive income potential ✔️ Ongoing training and development ✔️ Flexible career paths tailored to your goals ✔️ Work that makes a lasting impact Start your journey 👉 thriventcareers.com/4nUFcbC

Shelly Halverson: A Lifetime Gift Watch Party

What no one wants to discuss could be the best present ever. Wednesday, October 1st, 2025 5:00 - 7:00 pm 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. The Treasury 303 E. Walworth Avenue Delavan, WI This event is beneficial for you and your beneficiaries, reserve your seats with the eventbrite link: https://alifetimegiftdelavan.eventbrite.com No products will be sold. Visit Thrivent.com/social for additional information A dinner will be served. 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.

Wishing you could make a difference? Maybe it’s time to make a change. At Thrivent, you’ll have the opportunity to connect with clients and deliver purpose-based financial guidance that truly impacts lives. Successful Thrivent financial advisors have come from a variety of career backgrounds, including sales, business management, education and other fields. No matter your prior experience, we’ll equip you with the training, support and compensation to help you thrive. Get started: thriventcareers.com/4ge2pTE

4th Quarter 2025 Market Outlook: Strong markets, weakening fundamentals

Thrivent leadership shares expectations for final markets through year-end in the 4th Quarter 2025 Market Outlook.

Shelly Halverson: A Lifetime Gift Watch Party

When should you get life insurance?

Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step. ⬇️

The 3 advantages of life insurance for children

Did you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are 3 reasons to insure them now. ⬇️

Grow your career with purpose as a financial advisor. At Thrivent, you’ll do meaningful work with unlimited potential. We’ll provide the tools, training and support you need to help others achieve their financial milestones—all while reaching your own personal and professional goals. Find out more: thriventcareers.com/41FsIMq

Looking for a role that’s structured, stable and truly rewarding? As a Thrivent Virtual Advisor, you’ll leverage your experience to guide existing clients through important financial decisions using proven tools and processes. You’ll build relationships remotely while enjoying hybrid flexibility, competitive compensation and bonus opportunities. It’s a meaningful career that offers balance, growth and time for what matters most. Find out more: thriventcareers.com/3Hiz5y6

Now through August 8th, drop off school supplies at the Delavan Thrivent Office. Drop off times: 9:00 am - 4:00 pm M-F 1421 Racine Street, Ste G, Delavan Items Needed: #2 pencils Dry erase markers Glue sticks Plastic Crayon Boxes Wide-ruled notebooks Backpacks Kleenex Highlighters Pencil sharpeners Scissors Three-ring binder Loose leaf paper Graph paper Cap erasers You can also donate online: https://www.amazon.com/hz/wishlist/ls/QL63A9OHIPIO?ref_=wl_share No products will be sold. Visit thrivent.com/social

We are excited to announce that Jonathan Leonard, a financial associate at Thrivent who has been partnering with the Waupun community for 12 years, will be teaming up with Scott Herrmann and the Shoreline Group. This collaboration will allow Jonathan to expand and enhance the level of financial guidance and services he offers in Waupun and the surrounding area.

Thrivent Market & Economic update

Thrivent’s investment leaders agree—the first half of 2025 was a little like a rollercoaster. Hear their thoughts for how shifting tariffs, policies and geopolitics may influence future volatility, inflation, interest rates and more.

Join us for Thrivent Night at the Aquaducks Ski Show! Thursday, July 24, 2025 Fischer Park 30422 Durand Avenue Burlington, WI Junior show starts at 5:00 pm Main show starts at 6:30 pm Visit the Thrivent tent and wear your favorite "Live Generously" shirt! No products will be sold. Visit thrivent.com/social

Thinking of selling your home and renting during retirement? Whether you’re nearing retirement or already there, here are a few pros and cons to consider before making the move. 🏠 Owning provides stability, but home maintenance and the rising cost of utilities and insurance can be challenging. 🔑 Renting may offer greater flexibility and fewer responsibilities, but rising rents and housing uncertainty may pose a risk. Weighing your options? Let’s connect. Together, we can evaluate your goals, finances and future plans and determine the best path forward for you. See thrivent.com/social for important disclosures.

2025 Midyear Market Outlook

Will market volatility continue into the second half of 2025? Thrivent leaders share thoughts on what may happen in the Midyear Market Outlook.

Join me for a FREE Educational Workshop... Social Security: Timing is Everything Thursday, July 17th, 2025 Time 5:30-7pm Burlington High School – Library (2nd Floor) 400 McCanna Parkway Burlington, WI RSVP: Jen 262-806-4728 or jen.grimme@thrivent.com No products will be sold. Visit thrivent.com/social

Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause. To help today 👉 https://bit.ly/3U57K56

With the average mortgage payment hovering higher than the cost of rent in many markets, first-time home buyers may wonder if it’s better to continue renting. Here’s what to consider: 🔑 Renting may be easier on your budget now—but the cost of rent will keep rising. 🏠 Buying costs more upfront, but offers payment stability and the chance to build equity over time. Buying a home is one of the biggest financial choices you’ll make. Let’s connect and explore what’s right for you—whether that’s buying now or preparing for later. See thrivent.com/social for important disclosures.

Celebrating 20 years of Thrivent Asset Allocation Funds

Thrivent Asset Allocation Funds is celebrating its 20th anniversary! This milestone builds on over 50 years of Thrivent offering mutual funds to help clients achieve long-term growth. If you’re looking for flexible, convenient investment solutions that evolve with life’s changes and your financial needs, let’s connect. Together, we can review your financial plan and support your investing goals.

There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss