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Fall 2023 Event Series

What will be your legacy?

Finishing Well

After years of hard work and dedication, retirement is our reward and time to live out our dreams. For many, the next step is building a legacy to share the fruits of our labor with our loved ones and community.

 

How do you want to be remembered? Whether your goal is to build generational wealth, to ensure the inheritance you leave behind aligns to your values, or to support causes you care about for years to come, a lasting legacy is possible with strategic planning.

 

Join us for our Fall 2023 events to build your best second half and finish well.

Keynote Livestream Event

Your Second Best Half

October 24, 2023

Your midlife doesn't have to be a crisis. In fact, the second half of your life has the potential to be better than the first. Discover how to create greater meaning, joy and impact in your life, with Lloyd Reeb of the Halftime Institute™.

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Financial Workshops

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Choose from these three workshops designed to provide insight into how to protect what matters to you most and retire confidently. 

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Maximize Your Giving
November 2, 2023

Discover how to make the most of your charitable gifts while being tax efficient.

Are You a Constrained Investor? 
(And Why It's Important to Know)

November 7, 2023

Learn how to make the most of your retirement income by exploring the market's growth potential and risks.

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.

Navigating Awkward Financial Conversations
November 14, 2023

Learn how to initiate money conversations with loved ones, including friends, parents, adult children and partners.

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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.

 

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