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Winter 2024 Event Series

Preparing for the certainty of uncertainty

Planning with Purpose

Planning is a part of everyday life. From the smallest choices to the biggest choices, every decision we make takes a degree of planning, and with it comes our purpose.

 

What does it mean to plan with purpose? Each of us has our own unique set of values and goals, and a need to protect what we cherish most. No one can predict the future, but you can be prepared for any of life's unknowns with careful planning.

 

Start by joining us for our Winter 2024 events to build your plan and protect what you love.

Featured Livestream Event

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In January, bestselling author and top leadership speaker Jon Acuff will share how to effectively set goals to escape your comfort zone, make measurable progress, avoid the chaos zone and live in the potential zone.

Event recording available through 1/30/24.

Financial Workshops

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In February, choose from three workshops designed to help you fund a purpose-driven life.

Retirement & Estate Strategies
February 6, 2024

Learn strategies to put in place now that can help ensure your nest egg will last.

Rethinking Retirement Tax Planning
February 13, 2024

Learn what to do now to help reduce or eliminate taxes later with expert Ed Slott.

Your Goals. 

Our Guidance.

Our financial advisors work with you to create a personalized strategy and support you with ongoing planning, so you can move toward achieving your goals, regardless of your starting point.

Understanding Annuities & Social Security
February 20 & 21, 2024

Learn eight considerations to factor into your Social Security timing decision and how effective annuities can be to fund the income gap in retirement that Social Security may not cover.

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THRIVENT IS THE MARKETING NAME FOR THRIVENT FINANCIAL FOR LUTHERANS. Insurance products issued by Thrivent. Not available in all states. Applicants must meet membership, insurability, and residency requirements. 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. Advisory services available through investment adviser representatives onl

 

This is a solicitation for insurance. A licensed insurance agent/producer may contact you.

 

The client’s experience may not be the same as other clients and does not indicate future performance or success.

 

Deposit and lending services are offered by Thrivent Credit Union, the marketing name for Thrivent Federal Credit Union, a member-owned not-for-profit financial cooperative that is federally insured by the National Credit Union Administration and doing business in accordance with the Federal Fair Lending Laws. Insurance, securities, investment advisory and trust and investment management accounts and services offered by Thrivent, the marketing name for Thrivent Financial for Lutherans, or its affiliates are not deposits or obligations of Thrivent Federal Credit Union, are not guaranteed by Thrivent Federal Credit Union or any bank, are not insured by the NCUA, FDIC or any other federal government agency, and involve investment risk, including possible loss of the principal amount invested. Must qualify for membership in TCU.

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.

 

T.COM-Z

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