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Our Erie office was recently invited to present at the Health & Wellness Symposium for Corrections Employees at the National Guard Armory in Cambridge Springs. Financial Advisors Terry Hokaj, Brent Benedict, and I attended the event. At the symposium, we provided education on the topic of “Investing for Your Retirement.” During our presentation, we appreciated the group’s active engagement as attendees learned more about key financial steps to consider as they approach retirement. Along with the presentation, we had the opportunity to set up a table where we could speak one-on-one with those interested in learning more about Thrivent and what we do. Overall, it was a very enjoyable event. It is always great to have the opportunity to provide financial education while also engaging in meaningful conversations with those who are interested in learning more. Our team is in the early stages of planning our 2027 event schedule. If you know of a group that might be interested in financial education, please keep us in mind. We offer a variety of topics within the financial education space. I always say, “You don’t know what you don’t know.” Let us help you change the “don’t” to “do!”
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21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings Tuesday, September 29 at 1:00 p.m. & 7:30 p.m. Register today: bit.ly/21stCentury_Medicare 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. 6034756.2
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21st Century Medicare Planning to Protect Your Healthcare Rights and Retirement Savings Tuesday, September 29 at 1:00 p.m. & 7:30 p.m. Register today: bit.ly/21stCentury_Medicare 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. 6034756.2
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Exclusive Game Day Experience Saturday, September 12 Register today: bit.ly/ExclusiveGameDay Get ready for an unforgettable day filled with football, fellowship, and giving back. Grab your friends and family for a one-of-a-kind experience at the legendary Ohio Stadium that goes beyond the game. Here’s what’s in store: Private Stadium Tour -- Go behind the scenes of The Horseshoe and explore areas few fans ever see. Pregame Tailgate -- Kick off the day with great food in the Northwest Loge. Ohio State Buckeyes vs Texas Longhorns Live Stream -- Cheer on your Buckeyes with a live stream of the game surrounded by fellow fans and Thrivent Members. Thrivent Action Team -- Make a meaningful impact by joining a special service activity that supports a local cause. This isn’t just game day—it’s game day with purpose. Register For This Family Fun Day By Clicking The Join Us Button\ If you know someone that would enjoy from this event, please forward this invitation. The Exclusive Game Day event will begin 2 hours before kickoff. No products will be sold. See thrivent.com/social for additional disclosures.
How to start investing with little money
How to start investing with little moneyYou don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️
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Starting day two of the Global Leadership Summit. I have had the opportunity to attend the event at one of the host sites, Christ Church at Grove Farm in Sewickley, PA. What a great event it has been. Pastor Craig and his group here at the church have been unbelievable hosts. We have had the opportunity to listen to some outstanding speakers present different perspectives on how to become better leaders. And, we have had the opportunity to share Thrivent’s story with some many new friends. I love having these opportunities and look forward to another great day! #GLS26
What is portfolio rebalancing? Tips to maintain your target investment mix
What is portfolio rebalancing? Tips to maintain your target investment mixIs now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇
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Thrivent Action Teams at Work! Gayle, a Thrivent member, and other volunteers helped make blankets for children in need as part of Project Linus. These blankets offer comfort and security to children facing difficult circumstances. Project Linus is a nonprofit organization that provides handmade blankets to children under the age of 18 who are seriously ill, traumatized, or otherwise in need. This is a wonderful example of how Thrivent Action Teams can make a meaningful difference in our communities! Thank you for your dedication, Gayle and team!
Faith Day at Progressive Field Saturday, August 29 Register today: bit.ly/FaithDayAtProgressiveField Grab your friends and family and join the Thrivent Member Network at Progressive Field as we cheer on the Cleveland Guardians as they take on the Kansas City Royals. During the Faith Day at Progressive Field, you will receive a discounted Right Field Upper Deck seat along with the opportunity to a enjoy a private pregame picnic in the Pennant District alongside other Thrivent Members and participate in a generosity activity. Additionally, this event includes the opportunity to participate in the Guardians Faith Day prior to the picnic lunch. Tickets For This Event Are Limited. Register Today. Deadline to order tickets for this event is Friday, July 31, 2026. No products will be sold. See thrivent.com/social for additional disclosures.
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Exclusive Game Day Experience Saturday, September 12 Register today: bit.ly/ExclusiveGameDay Get ready for an unforgettable day filled with football, fellowship, and giving back. Grab your friends and family for a one-of-a-kind experience at the legendary Ohio Stadium that goes beyond the game. Here’s what’s in store: Private Stadium Tour -- Go behind the scenes of The Horseshoe and explore areas few fans ever see. Pregame Tailgate -- Kick off the day with great food in the Northwest Loge. Ohio State Buckeyes vs Texas Longhorns Live Stream -- Cheer on your Buckeyes with a live stream of the game surrounded by fellow fans and Thrivent Members. Thrivent Action Team -- Make a meaningful impact by joining a special service activity that supports a local cause. This isn’t just game day—it’s game day with purpose. Register For This Family Fun Day By Clicking The Join Us Button\ If you know someone that would enjoy from this event, please forward this invitation. The Exclusive Game Day event will begin 2 hours before kickoff. No products will be sold. See thrivent.com/social for additional disclosures.
Thrivent Action Teams at Work! John, a Thrivent member, along with many other volunteers, helped organize an Irish Dinner Fundraiser. This event was held to benefit Faith Lutheran Church and raise money for the church. At the fundraiser, volunteers served a traditional Irish dinner that included corned beef, cabbage, potatoes, carrots, and onions, as well as other side dishes. The event also featured raffle baskets. With the help of this fundraiser, the church raised over $500 toward its organ fund. The current organ is over 25 years old, so the church has decided to fundraise to purchase a new one. This is a wonderful example of how Thrivent Action Teams can make a meaningful difference in our communities! Thank you for your dedication, John and team!
Are the current markets making you wonder how to best navigate your financial strategy? Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you. This livestreamed event will be presented, led and executed by Thrivent’s Financial Education Team. Please see date and time below. • Tuesday, July 14 at 12:30 p.m. Register below to attend the event or receive a recording. https://thrivent.zoom.us/webinar/register/4117605630702/WN_bLDyQmN1RvmlcPHVlkFhYw No products will be sold. 5688040.3
6 common investing mistakes & how to avoid them
6 common investing mistakes & how to avoid themWhat are common mistakes people make when investing?​ 1️⃣ Lacking diversification​ 2️⃣ Trying to time the market​ 3️⃣ Investing with your emotions​ 4️⃣ Ignoring fees and taxes​ For more mistakes to watch out for and smart strategies to consider. 👇
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Thrivent Action Teams at Work! Gayle, a Thrivent member, along with many other volunteers, participated in making blankets and burp cloths to donate to the National Guard and Lutheran World Relief. During this activity, Gayle and her team spent countless volunteer hours creating these items to help babies around the world. This is a wonderful example of how Thrivent Action Teams can make a meaningful difference in our communities! Thank you for your dedication, Gayle and team!
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Thrivent Action Teams at Work! Phyllis, a Thrivent member, and 15 other volunteers helped organize a soup sale to raise money for a mission trip to Canton, NC. The Redstone Mission Team planned and executed the soup sale, using the funds raised to support their trip to Canton, where they assisted with disaster relief efforts. This is a wonderful example of how Thrivent Action Teams can make a meaningful difference in our communities! Thank you for your dedication, Phyllis and team!
Are the current markets making you wonder how to best navigate your financial strategy? Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you. This livestreamed event will be presented, led and executed by Thrivent’s Financial Education Team. Please see date and time below. • Tuesday, July 14 at 12:30 p.m. Register below to attend the event or receive a recording. https://thrivent.zoom.us/webinar/register/4117605630702/WN_bLDyQmN1RvmlcPHVlkFhYw No products will be sold. 5688040.3
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In May, our office hosted two workshops at the Erie Yacht Club titled “Will Your Taxes Affect Your Retirement?”. We would like to thank everyone who attended and made the event such a success. If this topic is of interest to you, be sure to keep an eye out for future workshop invitations. We look forward to continuing to share valuable insights and helping you stay informed on important information! No products will be sold. See thrivent.com/social for additional disclosures.
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Recently, we had the opportunity to gather for dinner and participate in a hands-on service project in Warren, PA. The evening provided a meaningful chance to connect as a group while contributing to the local community. Our service project focused on supporting the Produce Express, which takes place at First Lutheran Church in Warren, PA. The program helps provide essential items to individuals and families in need. We worked together to assemble cleaning supply bags for distribution. Each bag was thoughtfully prepared and included essential household items such as disinfectant wipes, dish soap, and dishcloths. These supplies help recipients maintain clean and healthy living environments. Overall, the experience was both rewarding and impactful, allowing us to give back to the community while working collaboratively toward a common goal.
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This week I celebrate my 20th anniversary with Thrivent. I was recently asked what I remember from when I started. I had to admit that I did not recall much from the early days, though I did remember doing my initial training in Cleveland. One morning, while in Ohio, I received a voicemail from my then soon-to-be 6-year-old daughter, Amanda. Her message was: “I called to say a poem to you: Roses are red, violets are blue, sugar is sweet, and so are you. Love you, bye.” I must have listened to that message 100 times over the years, before I lost it when changing cell phone companies. However, I can still hear her sweet little voice in my head with those words. This dad’s heart continues to melt every time I think of it. Talk about setting the tone for what has turned out to be a very rewarding career! I cannot say things have been easy, but things worth doing rarely are. I want to thank those that have trusted me through their financial journey, and I look forward to continuing to help my clients for many years to come.
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On May 6th, our office hosted two workshops at the Erie Yacht Club titled “Will Your Taxes Affect Your Retirement?”. We would like to thank everyone who attended and made the event such a success. If this topic is of interest to you, be sure to keep an eye out for future workshop invitations. We look forward to continuing to share valuable insights and helping you stay informed on important information! No products will be sold. See thrivent.com/social for additional disclosures.