Welcome! You are invited to join a webinar: College Planning Strategies. After registering, you will receive a confirmation email about joining the webinar.College Planning Strategies
Tuesday, March 3 at 1:00 & 7:00 PM
Calling all college-bound students and families!
Join us for a comprehensive College Planning Strategies online workshop. You will learn the three steps of college planning. Plus: tips and tricks to help lower college costs.
This webinar is hosted by the Thrivent Member Network - Northeast Region. All members, friends, and family are welcome. Each attendee must register to receive the tune-in link.
Disclosure:
No products will be sold.
27878-17 R12-20
Registration Link:
https://thrivent.zoom.us/webinar/register/9817691140718/WN_pmWkkb4fRFSdKmeav-vbqQ
Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO
You’ll want to understand the difference between grants, work-study and loans. Same goes for how funds are disbursed and what must be accepted or declined. As a rule of thumb, accept only what you need. Let me know if you'd like a quick explanation before responding.
See thrivent.com/social for important disclosures.
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
February 2026 Market Update: Stocks rose and broadenedInternational equities outperformed U.S. markets, the dollar weakened, and key economic indicators held firm. Catch all the insights in this month’s market update. ⬇️
Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️
See thrivent.com/social for important disclosures.
Retirement can feel like it’s a lifetime away—until suddenly it’s not.
Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement.
Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin
When you're in your 20s or 30s, estate planning might not be top of mind—but it should be.
For younger adults, it’s less about passing on wealth and more about ensuring someone you trust can step in and make critical healthcare or financial decisions on your behalf.
Learn more about the key documents that can help: https://bit.ly/42xHjda
If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust.
Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion.
Learn more about your options: https://bit.ly/3VZ6FNl
Top 24 Private Scholarship Opportunities for February 17th - 28th, 2026The link below lists the latest available college scholarship opportunities that may help you reduce the cost of your college education. The scholarships are only applicable to high school students.
Top 24 Private Scholarship Opportunities for February 17th - 28th, 2026
https://collegeaidpro.com/top-24-private-scholarship-opportunities-for-february-17th-28th-2026/?utm_campaign=10663218-Advisors%20Weekly%20Re-CAP&utm_medium=email&_hsenc=p2ANqtz-8Dgs9BgXcZEtnjE_m8TAlzy9icTR2A-9NjdhjxclPShpuW3vOGGsDCT74nlhas3BfVE37dXdTjGF_pCI3sbmX4f9k9gXtYO89vDDJesuGbnMcTYts&_hsmi=403725858&utm_content=403725858&utm_source=hs_email
If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
How to Win Private Scholarships (Without Wasting Time or Losing Financial Aid) - College Aid ProHow to Win Private Scholarships (Without Wasting Time or Losing Financial Aid) - College Aid Pro
https://collegeaidpro.com/how-to-win-private-scholarships/?utm_campaign=10663218-Advisors%20Weekly%20Re-CAP&utm_medium=email&_hsenc=p2ANqtz-9yFcqV8sdw-dp_dElH1WSQ9WdCCq_fW4kwLOOVTUzSSPRxhPherM2ZjRqFm8mi-3uI3mKqPqOk2nvs-8ooRqFIvYvP31cWsYwv0QrFIWIwBvaMYOY&_hsmi=403725858&utm_content=403725858&utm_source=hs_email
If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
Are Colleges Ripping You Off? How an Appeal Can Squeeze More Money Out of Them - College Aid ProAre Colleges Ripping You Off? How an Appeal Can Squeeze More Money Out of Them - College Aid Pro
https://collegeaidpro.com/colleges-ripping-you-off-appeal/?utm_campaign=10663218-Advisors%20Weekly%20Re-CAP&utm_medium=email&_hsenc=p2ANqtz-9JjoSInqL6Z4gEt8XAwsyXbsptLrPs54McKDXXGXRdUep8TfEvSAq0AHAHfTdZJWL1H9046LZTFOI2b681MrSFoRchrS8NZDgNx2xSUdbkoGD6i6k&_hsmi=403725858&utm_content=403725858&utm_source=hs_email
If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
Beneficiary designations are a simple yet powerful way to ensure your assets will be distributed according to your wishes.
If you've experienced a major life event—or if it's just been a while—reviewing your beneficiary designations is a smart move. Here’s what to know: https://bit.ly/48nJtQr
👉 If you have questions or need help updating your designations, don’t hesitate to reach out.
Whether you’re supporting your place of worship, a local nonprofit or a cause that’s close to your heart, a donor-advised fund (DAF) is worth considering. A DAF offers flexibility and potential tax advantages, making it easier to align your giving with your goals and turn your generosity into a lasting impact.
Get in touch to explore whether a DAF fits into your financial strategy.
See thrivent.com/social for important disclosures.
There's still space available on our free Leaving a Thriving Legacy webinar on Tuesday, Feb 24 at 10 a.m. and Wednesday, Feb 25 at 1 p.m. and 6 p.m. ET. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. No products will be sold. See thrivent.com/social for additional disclosures. RSVP at https://bit.ly/NortheastFeb24-25
For blended families, the estate planning process can be more complex—and emotional. But it’s also one of the most important steps you can take to protect the people you love.
Clear intentions today can help protect against conflict tomorrow. These tips can help you navigate the process: https://bit.ly/3VZ63av
Charitable giving strategies aren’t just for the wealthy—they’re for anyone who wishes to make a meaningful impact.
Whether you give a little or a lot, a thoughtful approach can help you support the causes you care about, minimize your tax burden and build a lasting legacy of generosity.
Let’s discuss how charitable giving can become a cornerstone of your financial future.
See thrivent.com/social for important disclosures.
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
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track as interest rates change.
