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Events

Thrivent Family Fun Day at Lake Tobias Wildlife Park

Lake Tobias Wildlife Park
760 Tobias Road, Halifax, PA 17032

Join the Thrivent Member Network for a day at Lake Tobias Wildlife Park! Come encounter the exotic as you roam among the many wildlife habitats, experience the Baby Animal Exhibits, Reptiles and Exotics, and the Petting Zoo. Then, ride a Safari Tour and make memories as you hand-feed wildlife. A buffet lunch will be available where you will also have the opportunity to learn how you can make an impact in your local community.


Tickets are limited! Register today! https://www.eventbrite.com/e/thrivent-family-fun-day-at-lake-tobias-wildlife-park-tickets-1116834896239?aff=TMNWebsite


No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

Savvy Tax Strategies

Online Event

Tuesday, June 10 at 1:00 p.m.

Tuesday, June 10 at 7:30 p.m.


Fact #1: Taxes can be complicated.

Fact #2: No one wants to pay more than their fair share.


Join us for this virtual workshop, Savvy Tax Strategies. When it comes to taxes and your retirement, a little knowledge can go a long way - and maybe even help you save more of your hard-earned money. Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. 


https://thrivent.zoom.us/webinar/register/4517370571842/WN_2kqhzCYFQZassJgPKIAqnA



No products will be sold. See thrivent.com/social for additional disclosures.

Savvy Tax Strategies

Online Event

Tuesday, June 10 at 7:30 p.m.


Fact #1: Taxes can be complicated.

Fact #2: No one wants to pay more than their fair share.


Join us for this virtual workshop, Savvy Tax Strategies. When it comes to taxes and your retirement, a little knowledge can go a long way - and maybe even help you save more of your hard-earned money. Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. 


https://thrivent.zoom.us/webinar/register/4517370571842/WN_2kqhzCYFQZassJgPKIAqnA



No products will be sold. See thrivent.com/social for additional disclosures.

Joy in Generosity Virtual Concert

-
This virtual concert
online

Join your Thrivent Member Network for a very special Joy in Generosity Virtual Concert with singer/songwriter Josh Wilson. As a purposed-based financial services organization, we come together each year to celebrate the countless ways you - our members - inspire generosity and help improve people's lives and communities. 


Meet Josh Wilson: This Texas-native started playing piano at nine years old, then took up guitar and drums when he was 10. From there, he never looked back. During his high school years, he continued to hone his musicianship, and eventually he fell in love with songwriting at Nashville’s Belmont University. A self-described introvert with an aversion to the spotlight, Wilson never dreamed he’d be the one behind the mic, but God had other plans. Since signing his first record deal with Sparrow in 2006, Wilson has become a staple at radio, amassing multiple top 10 Billboard hits, including “Savior, Please,” “I Refuse,” “Fall Apart,” “Carry Me,” “Before the Morning,” “That Was Then, This Is Now,” “Dream Small,” and “Revolutionary." He’s toured with some of the genre’s biggest acts, including Third Day, Steven Curtis Chapman, Matthew West, and Casting Crowns. Wilson continues to write, record, and tour year-round. As a multi-instrumentalist and live-looping enthusiast, he’s been known to play and record as many as 20 instruments on stage at any given time. 


Registration Link: https://www.eventbrite.com/e/joy-in-generosity-virtual-concert-with-josh-wilson-tickets-1311960431969?aff=FA  


No products will be sold at this event. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures, see Thrivent.com/social. This special event is brought to you by the Thrivent Member Network Mid-Atlantic Region.

Savvy Social Security

Online Event

Tuesday, June 24 at 1 p.m.

Tuesday, June 24 at 7:30 p.m.


When should I file for Social Security benefits?

Will I pay taxes on my Social Security benefits?

If I file and continue to work, how will my benefits be affected?


When it comes to Social Security and your retirement, a little knowledge can go a long way. Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits. 


https://thrivent.zoom.us/webinar/register/5517371316375/WN_UPxFfnu0SBaneNFw2VWi_A



No products will be sold. See thrivent.com/social for additional disclosures.

Savvy Social Security

Online Event

Tuesday, June 24 at 7:30 p.m.


When should I file for Social Security benefits?

Will I pay taxes on my Social Security benefits?

If I file and continue to work, how will my benefits be affected?


When it comes to Social Security and your retirement, a little knowledge can go a long way. Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits.



No products will be sold. See thrivent.com/social for additional disclosures.

Plan To Thrive | Q3 Market & Economic Update

Online Event

Wondering how to navigate current market conditions?


Join us for a livestream of our Market & Economic Update. Our investment leaders will share their insights and guidance to help you navigate the markets in today’s economy. You’ll get their up-to-date perspective on the health of the economy, inflation and interest rates, and the current outlook for smaller companies across the U.S.


Don’t miss this opportunity to learn what the latest economic trends could mean for you.


No products will be sold. 


Thrivent.com/disclosures. 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/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.


Thrivent Family Fun Night at Coca-Cola Park

Coca-Cola Park | Iron Pigs
1050 IronPigs Way, Allentown, PA

Join your Thrivent Member Network at Coca-Cola Park for Iron Pigs ball game. During the game, an all you can eat buffet of ballpark favorites and unlimited soft drinks will be available within the Picnic Patio. You will also have the opportunity to participate in a Thrivent Action Team and spread generosity to our local community.


Tickets are limited! Register today!


No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

Key Milestones on Your Journey to an Empowered Retirement with Heather Schreiber

Online Webinar

Key Milestones on Your Journey to an Empowered Retirement with Heather Schreiber


Event Information: This online webinar will be presented, led and executed by Thrivent’s Financial Education Team. Please see dates and times below.


• Tuesday, August 19 at 1:00 p.m.



Registration Link: https://thrivent.zoom.us/webinar/register/5317313625813/WN_ziDezFh4Qj6aFTYCeqMZFA#/registration


Event Description: In her dynamic presentation, Heather Schreiber starts with a thought-provoking question: How do you envision your retirement? Understanding that answers can range from uncertainty to confidence, she explores how the American retirement system has evolved—from traditional pension plans to predominantly defined contribution plans. Heather’s approach is both practical and forward-thinking. She outlines actionable steps for pre-retirees and retirees to take control of their financial destiny. Whether you're age 50 and ready to leverage catch-up provisions or are navigating retirement beyond age 73 with Required Minimum Distributions (RMDs), Heather provides clear, strategic guidance for each stage of retirement planning. Throughout her presentation, Heather emphasizes the importance of working with trusted financial advisors to ensure you stay on track. With Heather’s expertise, you’ll gain the knowledge and confidence to navigate the path to a secure and self-reliant retirement.


No Products Will Be Sold


21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings

Online Event


21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings with Emily Gang


Tuesday, September 16 at 1pm


How to Avoid Confusion About Medicare


If you're confused about Medicare, join the crowd, and discover ways to make plan decisions that are best for you. Medicare Coach Emily Gang offers an overview of Medicare and suggestions for choosing your plan and saving money once you're enrolled.


 

No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.



Registration Link: https://thrivent.zoom.us/webinar/register/3517365373845/WN_q4aTP23XTAep7ryBgg-n8g

21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings

Online Event


21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings with Emily Gang


Tuesday, September 16 7:30pm


How to Avoid Confusion About Medicare


If you're confused about Medicare, join the crowd, and discover ways to make plan decisions that are best for you. Medicare Coach Emily Gang offers an overview of Medicare and suggestions for choosing your plan and saving money once you're enrolled.


 


No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.



Registration Link: https://thrivent.zoom.us/webinar/register/3517365373845/WN_q4aTP23XTAep7ryBgg-n8g

Sip, Savor & Support

Folino Estate Winery
340 Old U.S. 22 Kutztown, PA 19530

Join your Thrivent Member Network for an evening at Folino Estate Winery. During this event you will have the opportunity to learn how you can make an impact in our local community.


Sip a sampling of Folino Estate Winery's handcrafted wine.


Savor Wood Fired Pizza's from the scratch kitchen at Folino Estate Winery.


Support our evening's featured Thrivent Choice Organization.


Tickets are limited! Registration opens September 2. 


Registration Link: https://www.eventbrite.com/e/sip-savor-support-tickets-1335516839819?aff=FA 


No products will be sold at this event. For additional disclosures, see Thrivent.com/social.


 

Navigating Decisions for Retirement Success

Online Event

Tuesday, November 4 at 1 p.m.

Tuesday, November 4 at 8:30 p.m.

Wednesday, November 5 at 9:30 p.m.


Start exploring your retirement options today, so you can feel confident about the years ahead. Join us for Navigating Decisions for Retirement Success, an exclusive conversation with Dr. Wade Pfau, where you'll learn how mastering retirement income management is key to making informed decisions that help you navigate the important challenges retirees face.


This discussion will help you feel more equipped to make smarter choices for the years ahead.

Plan ahead to manage the potential need for care as you age.

Discover simple tax strategies you can use now to help reduce or avoid future tax surprises.

Find out how setting up a trust can help you protect and fulfill your wishes, both now and in the future.

Don't just plan for retirement—prepare to live it with confidence. Join us and explore strategies that are as unique as you are.



No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 7289030.1

Thrivent Family Fun Day at Lake Tobias Wildlife Park

Thrivent Family Fun Day at Lake Tobias Wildlife Park

Lake Tobias Wildlife Park
760 Tobias Road, Halifax, PA 17032

93039

Join the Thrivent Member Network for a day at Lake Tobias Wildlife Park! Come encounter the exotic as you roam among the many wildlife habitats, experience the Baby Animal Exhibits, Reptiles and Exotics, and the Petting Zoo. Then, ride a Safari Tour and make memories as you hand-feed wildlife. A buffet lunch will be available where you will also have the opportunity to learn how you can make an impact in your local community.


Tickets are limited! Register today! https://www.eventbrite.com/e/thrivent-family-fun-day-at-lake-tobias-wildlife-park-tickets-1116834896239?aff=TMNWebsite


No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

Savvy Tax Strategies

Savvy Tax Strategies

Online Event

93054

Tuesday, June 10 at 1:00 p.m.

Tuesday, June 10 at 7:30 p.m.


Fact #1: Taxes can be complicated.

Fact #2: No one wants to pay more than their fair share.


Join us for this virtual workshop, Savvy Tax Strategies. When it comes to taxes and your retirement, a little knowledge can go a long way - and maybe even help you save more of your hard-earned money. Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. 


https://thrivent.zoom.us/webinar/register/4517370571842/WN_2kqhzCYFQZassJgPKIAqnA



No products will be sold. See thrivent.com/social for additional disclosures.

Savvy Tax Strategies

Savvy Tax Strategies

Online Event

93050

Tuesday, June 10 at 7:30 p.m.


Fact #1: Taxes can be complicated.

Fact #2: No one wants to pay more than their fair share.


Join us for this virtual workshop, Savvy Tax Strategies. When it comes to taxes and your retirement, a little knowledge can go a long way - and maybe even help you save more of your hard-earned money. Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. 


https://thrivent.zoom.us/webinar/register/4517370571842/WN_2kqhzCYFQZassJgPKIAqnA



No products will be sold. See thrivent.com/social for additional disclosures.

Joy in Generosity Virtual Concert

Joy in Generosity Virtual Concert

This virtual concert
online

94835

Join your Thrivent Member Network for a very special Joy in Generosity Virtual Concert with singer/songwriter Josh Wilson. As a purposed-based financial services organization, we come together each year to celebrate the countless ways you - our members - inspire generosity and help improve people's lives and communities. 


Meet Josh Wilson: This Texas-native started playing piano at nine years old, then took up guitar and drums when he was 10. From there, he never looked back. During his high school years, he continued to hone his musicianship, and eventually he fell in love with songwriting at Nashville’s Belmont University. A self-described introvert with an aversion to the spotlight, Wilson never dreamed he’d be the one behind the mic, but God had other plans. Since signing his first record deal with Sparrow in 2006, Wilson has become a staple at radio, amassing multiple top 10 Billboard hits, including “Savior, Please,” “I Refuse,” “Fall Apart,” “Carry Me,” “Before the Morning,” “That Was Then, This Is Now,” “Dream Small,” and “Revolutionary." He’s toured with some of the genre’s biggest acts, including Third Day, Steven Curtis Chapman, Matthew West, and Casting Crowns. Wilson continues to write, record, and tour year-round. As a multi-instrumentalist and live-looping enthusiast, he’s been known to play and record as many as 20 instruments on stage at any given time. 


Registration Link: https://www.eventbrite.com/e/joy-in-generosity-virtual-concert-with-josh-wilson-tickets-1311960431969?aff=FA  


No products will be sold at this event. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures, see Thrivent.com/social. This special event is brought to you by the Thrivent Member Network Mid-Atlantic Region.

Savvy Social Security

Savvy Social Security

Online Event

link

93051

Register

Tuesday, June 24 at 1 p.m.

Tuesday, June 24 at 7:30 p.m.


When should I file for Social Security benefits?

Will I pay taxes on my Social Security benefits?

If I file and continue to work, how will my benefits be affected?


When it comes to Social Security and your retirement, a little knowledge can go a long way. Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits. 


https://thrivent.zoom.us/webinar/register/5517371316375/WN_UPxFfnu0SBaneNFw2VWi_A



No products will be sold. See thrivent.com/social for additional disclosures.

Savvy Social Security

Savvy Social Security

Online Event

link

93042

Register

Tuesday, June 24 at 7:30 p.m.


When should I file for Social Security benefits?

Will I pay taxes on my Social Security benefits?

If I file and continue to work, how will my benefits be affected?


When it comes to Social Security and your retirement, a little knowledge can go a long way. Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits.



No products will be sold. See thrivent.com/social for additional disclosures.

Plan To Thrive | Q3 Market & Economic Update

Plan To Thrive | Q3 Market & Economic Update

Online Event

link

93043

Register

Wondering how to navigate current market conditions?


Join us for a livestream of our Market & Economic Update. Our investment leaders will share their insights and guidance to help you navigate the markets in today’s economy. You’ll get their up-to-date perspective on the health of the economy, inflation and interest rates, and the current outlook for smaller companies across the U.S.


Don’t miss this opportunity to learn what the latest economic trends could mean for you.


No products will be sold. 


Thrivent.com/disclosures. 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/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.


Thrivent Family Fun Night at Coca-Cola Park

Thrivent Family Fun Night at Coca-Cola Park

Coca-Cola Park | Iron Pigs
1050 IronPigs Way, Allentown, PA

link

93040

Register

Join your Thrivent Member Network at Coca-Cola Park for Iron Pigs ball game. During the game, an all you can eat buffet of ballpark favorites and unlimited soft drinks will be available within the Picnic Patio. You will also have the opportunity to participate in a Thrivent Action Team and spread generosity to our local community.


Tickets are limited! Register today!


No products will be sold at this event. For additional disclosures, see Thrivent.com/social.

Key Milestones on Your Journey to an Empowered Retirement with Heather Schreiber

Key Milestones on Your Journey to an Empowered Retirement with Heather Schreiber

Online Webinar

link

93047

Register

Key Milestones on Your Journey to an Empowered Retirement with Heather Schreiber


Event Information: This online webinar will be presented, led and executed by Thrivent’s Financial Education Team. Please see dates and times below.


• Tuesday, August 19 at 1:00 p.m.



Registration Link: https://thrivent.zoom.us/webinar/register/5317313625813/WN_ziDezFh4Qj6aFTYCeqMZFA#/registration


Event Description: In her dynamic presentation, Heather Schreiber starts with a thought-provoking question: How do you envision your retirement? Understanding that answers can range from uncertainty to confidence, she explores how the American retirement system has evolved—from traditional pension plans to predominantly defined contribution plans. Heather’s approach is both practical and forward-thinking. She outlines actionable steps for pre-retirees and retirees to take control of their financial destiny. Whether you're age 50 and ready to leverage catch-up provisions or are navigating retirement beyond age 73 with Required Minimum Distributions (RMDs), Heather provides clear, strategic guidance for each stage of retirement planning. Throughout her presentation, Heather emphasizes the importance of working with trusted financial advisors to ensure you stay on track. With Heather’s expertise, you’ll gain the knowledge and confidence to navigate the path to a secure and self-reliant retirement.


No Products Will Be Sold


21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings

21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings

Online Event

94074


21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings with Emily Gang


Tuesday, September 16 at 1pm


How to Avoid Confusion About Medicare


If you're confused about Medicare, join the crowd, and discover ways to make plan decisions that are best for you. Medicare Coach Emily Gang offers an overview of Medicare and suggestions for choosing your plan and saving money once you're enrolled.


 

No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.



Registration Link: https://thrivent.zoom.us/webinar/register/3517365373845/WN_q4aTP23XTAep7ryBgg-n8g

21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings

21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings

Online Event

94075


21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings with Emily Gang


Tuesday, September 16 7:30pm


How to Avoid Confusion About Medicare


If you're confused about Medicare, join the crowd, and discover ways to make plan decisions that are best for you. Medicare Coach Emily Gang offers an overview of Medicare and suggestions for choosing your plan and saving money once you're enrolled.


 


No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.



Registration Link: https://thrivent.zoom.us/webinar/register/3517365373845/WN_q4aTP23XTAep7ryBgg-n8g

Sip, Savor & Support

Sip, Savor & Support

Folino Estate Winery
340 Old U.S. 22 Kutztown, PA 19530

95686

Join your Thrivent Member Network for an evening at Folino Estate Winery. During this event you will have the opportunity to learn how you can make an impact in our local community.


Sip a sampling of Folino Estate Winery's handcrafted wine.


Savor Wood Fired Pizza's from the scratch kitchen at Folino Estate Winery.


Support our evening's featured Thrivent Choice Organization.


Tickets are limited! Registration opens September 2. 


Registration Link: https://www.eventbrite.com/e/sip-savor-support-tickets-1335516839819?aff=FA 


No products will be sold at this event. For additional disclosures, see Thrivent.com/social.


 

Navigating Decisions for Retirement Success

Navigating Decisions for Retirement Success

Online Event

link

93053

Register

Tuesday, November 4 at 1 p.m.

Tuesday, November 4 at 8:30 p.m.

Wednesday, November 5 at 9:30 p.m.


Start exploring your retirement options today, so you can feel confident about the years ahead. Join us for Navigating Decisions for Retirement Success, an exclusive conversation with Dr. Wade Pfau, where you'll learn how mastering retirement income management is key to making informed decisions that help you navigate the important challenges retirees face.


This discussion will help you feel more equipped to make smarter choices for the years ahead.

Plan ahead to manage the potential need for care as you age.

Discover simple tax strategies you can use now to help reduce or avoid future tax surprises.

Find out how setting up a trust can help you protect and fulfill your wishes, both now and in the future.

Don't just plan for retirement—prepare to live it with confidence. Join us and explore strategies that are as unique as you are.



No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 7289030.1

No products will be sold.

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.

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 Broker Check for more information about our financial advisors.

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.

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