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Insights

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

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Many Thrivent financial advisors pivoted from other industries and achieved the success they knew they were capable of. You can, too. Learn more here: thriventcareers.com/3S3ioJ8

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Many Thrivent financial advisors pivoted from other industries and achieved the success they knew they were capable of. You can, too. Learn more here: thriventcareers.com/3S3ioJ8

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Basics of a financial plan: What it is & getting started

Let's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan. 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. Disclosures: thrivent.com/social

People often talk about financial plans when discussing their money and savings goals. But exactly what is a financial plan?

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Veterans, discover the Thrivent financial advisor career. Earn an attractive income helping clients build solid financial futures and live meaningful lives. No prior financial experience is required. Explore this opportunity for service members like you: thriventcareers.com/3RZSx4I

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Veterans, discover the Thrivent financial advisor career. Earn an attractive income helping clients build solid financial futures and live meaningful lives. No prior financial experience is required. Explore this opportunity for service members like you: thriventcareers.com/3RZSx4I

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Go where the growth is. 📈 The financial advisor career is projected to grow more than four times the rate of real estate agents. People will always crave the purpose-based, human-to-human financial advice Thrivent financial advisors offer. Learn more about this in-demand career: thriventcareers.com/outlook

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Go where the growth is. 📈 The financial advisor career is projected to grow more than four times the rate of real estate agents. People will always crave the purpose-based, human-to-human financial advice Thrivent financial advisors offer. Learn more about this in-demand career: thriventcareers.com/outlook

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Great news! Thrivent’s Money Canvas®️ program has received the prestigious Adults Education Program of the Year award from the Institute of Financial Literacy! 🏆 The EIFLE Awards celebrate innovation, dedication, and excellence in financial literacy education worldwide. It’s exciting to see Thrivent recognized for our commitment to empowering adults with the knowledge and tools to manage their finances effectively. The Money Canvas®️ program offers free 1-on-1 coaching sessions designed to help you see where your money is going and build healthier financial habits. Ready to take control of your financial future? Sign up today: https://bit.ly/4eTXfuO

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Great news! Thrivent’s Money Canvas®️ program has received the prestigious Adults Education Program of the Year award from the Institute of Financial Literacy! 🏆 The EIFLE Awards celebrate innovation, dedication, and excellence in financial literacy education worldwide. It’s exciting to see Thrivent recognized for our commitment to empowering adults with the knowledge and tools to manage their finances effectively. The Money Canvas®️ program offers free 1-on-1 coaching sessions designed to help you see where your money is going and build healthier financial habits. Ready to take control of your financial future? Sign up today: https://bit.ly/4eTXfuO

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A proactive approach

If you want to avoid tax surprises in retirement, it helps to implement tax efficient strategies into your financial plan. George and Judy became Thrivent clients in 1968 to prepare for their financial futures. Learn more about their proactive approach and the different ways you can be more tax efficient.

Implementing tax efficiency into your financial plan will help you avoid tax surprises in the future.

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Your degree doesn’t lock you into one field or profession. If you’re looking for a career change, consider becoming a Thrivent financial advisor. Skills you’ve built over years in your current field like effective communication, problem solving and relationship building set you up for a successful career in the financial services industry. Learn more: thriventcareers.com/3xHEU3c

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Your degree doesn’t lock you into one field or profession. If you’re looking for a career change, consider becoming a Thrivent financial advisor. Skills you’ve built over years in your current field like effective communication, problem solving and relationship building set you up for a successful career in the financial services industry. Learn more: thriventcareers.com/3xHEU3c

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Clients with membership, did you know you have access to a complimentary membership benefit to support caregivers? Get personalized support, relevant resources, and the opportunity to connect directly with licensed, credentialed caregiving and aging experts. Sign up today: https://bit.ly/3s9VKlf

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Clients with membership, did you know you have access to a complimentary membership benefit to support caregivers? Get personalized support, relevant resources, and the opportunity to connect directly with licensed, credentialed caregiving and aging experts. Sign up today: https://bit.ly/3s9VKlf

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To learn more about how you can receive caregiving guidance and support from Thrivent, take a look at this helpful resource: https://bit.ly/3nq8AN4

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To learn more about how you can receive caregiving guidance and support from Thrivent, take a look at this helpful resource: https://bit.ly/3nq8AN4

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That’s what you’ll get as a Thrivent financial advisor—the freedom to set your schedule to achieve balance in your life. Plus, you’ll earn an attractive income and receive industry-leading benefits and comprehensive paid training and coaching to help you build a successful business. Discover more about the financial advisor career: thriventcareers.com/44TlxAy

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That’s what you’ll get as a Thrivent financial advisor—the freedom to set your schedule to achieve balance in your life. Plus, you’ll earn an attractive income and receive industry-leading benefits and comprehensive paid training and coaching to help you build a successful business. Discover more about the financial advisor career: thriventcareers.com/44TlxAy

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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

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