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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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Market fluctuation is normal. Understanding your risk tolerance and sticking to a long-term plan can help you navigate uncertainty. Discover smart strategies to stay on course no matter what the market does next: https://bit.ly/4iYD3JW

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Market fluctuation is normal. Understanding your risk tolerance and sticking to a long-term plan can help you navigate uncertainty. Discover smart strategies to stay on course no matter what the market does next: https://bit.ly/4iYD3JW

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The importance of estate planning: Protecting your people, property & privacy

Estate planning isn’t just for the wealthy, it’s for everyone. It’s about making sure your assets, no matter their value, go to the people, causes and organizations you care about. Take control of your legacy.

When you hear or read the word "estate," perhaps images flash in your mind of diamond jewelry, garden parties and gleaming yachts. So if you don't have any of...

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Estate planning guide: Essential documents & checklist

As you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️

What legacy will you leave behind? Estate planning ensures your loved ones are cared for and your wishes are honored. Learn about the essential documents—like...

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Where is the Next Generation of Faith Leaders As we look to the future of the church and church leadership, where will the next generation of leaders come from? As church leadership continues to have its own unique challenges, how do you create the kind of space needed to raise up the next leaders who will carry the church forward for generations to come and where do you begin. Erin Johnson, Executive Pastor, will explore these questions and more during our time together. Thursday, August 14 at 2:00 p.m. Eastern Time https://thrivent.zoom.us/webinar/register/3717362676134/WN_5lzA64e5RheIIxuvDQqfaQ#/registration Registration required. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. The identifying information you provide will allow Thrivent to contact you regarding this event or to share other Thrivent updates. To learn more about the privacy of your information, visit Thrivent.com/privacypolicy.

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Where is the Next Generation of Faith Leaders As we look to the future of the church and church leadership, where will the next generation of leaders come from? As church leadership continues to have its own unique challenges, how do you create the kind of space needed to raise up the next leaders who will carry the church forward for generations to come and where do you begin. Erin Johnson, Executive Pastor, will explore these questions and more during our time together. Thursday, August 14 at 2:00 p.m. Eastern Time https://thrivent.zoom.us/webinar/register/3717362676134/WN_5lzA64e5RheIIxuvDQqfaQ#/registration Registration required. No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. The identifying information you provide will allow Thrivent to contact you regarding this event or to share other Thrivent updates. To learn more about the privacy of your information, visit Thrivent.com/privacypolicy.

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Church Financial Health – A Lender’s Perspective A financially healthy church can increase the likelihood your church will continue to move towards accomplishing your mission. How do you know your church is financially healthy? What things should the church measure? Join David Lee to learn how a church lender analyzes your church and discover some of the intangible factors that are just as critical to understand beyond financial factors. Thursday, July 10 at 2:00 p.m. Eastern Time https://thrivent.zoom.us/webinar/register/5317362674534/WN_YeKwC8o9QvW4SLzPiI_0gA#/registration Registration required. No products will be sold. See thrivent.com/social for additional disclosures. The identifying information you provide will allow Thrivent to contact you regarding this event or to share other Thrivent updates. To learn more about the privacy of your information, visit Thrivent.com/privacypolicy.

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Church Financial Health – A Lender’s Perspective A financially healthy church can increase the likelihood your church will continue to move towards accomplishing your mission. How do you know your church is financially healthy? What things should the church measure? Join David Lee to learn how a church lender analyzes your church and discover some of the intangible factors that are just as critical to understand beyond financial factors. Thursday, July 10 at 2:00 p.m. Eastern Time https://thrivent.zoom.us/webinar/register/5317362674534/WN_YeKwC8o9QvW4SLzPiI_0gA#/registration Registration required. No products will be sold. See thrivent.com/social for additional disclosures. The identifying information you provide will allow Thrivent to contact you regarding this event or to share other Thrivent updates. To learn more about the privacy of your information, visit Thrivent.com/privacypolicy.

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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.

Marking two decades of strong performance through market cycles, we celebrate the 20-year journey of Thrivent Asset Allocation Funds.

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Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb

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Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb

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Is your business prepared for the unexpected? With the right strategies in place, I can help you navigate challenges, grow your business and secure your legacy for years to come.

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Is your business prepared for the unexpected? With the right strategies in place, I can help you navigate challenges, grow your business and secure your legacy for years to come.

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People skills aren't industry specific. If you're looking for a career change, consider your opportunities as a Thrivent financial advisor: thriventcareers.com/skills

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People skills aren't industry specific. If you're looking for a career change, consider your opportunities as a Thrivent financial advisor: thriventcareers.com/skills

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You live for moments like these. And some days, wish time could just stand still. But you also love watching them grow and want to set them up for success. Part of that is planning for their education. Let’s talk about how college savings can fit into your overall financial plan. See thrivent.com/social for important disclosures.

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You live for moments like these. And some days, wish time could just stand still. But you also love watching them grow and want to set them up for success. Part of that is planning for their education. Let’s talk about how college savings can fit into your overall financial plan. See thrivent.com/social for important disclosures.

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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