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

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Grateful for the opportunity to attend my first BDC with Thrivent and spend time learning alongside so many thoughtful professionals in the industry. It was truly wonderful to be part of conversations centered on collaboration, disciplined growth, and long‑term impact. What stood out most was the shared commitment to supporting businesses and families with intention—listening first, staying grounded in fundamentals, and approaching opportunities with care and clarity. As we move through 2026, those principles feel more important than ever. Thankful for the insights, connections, and perspectives gained, and excited to carry those takeaways forward in service of the clients and communities we work with every day. Looking ahead with appreciation and optimism for what’s to come. #BDC #ClientFocused #2026 #BusinessDevelopment #Relationships #LookingAhead

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Grateful for the opportunity to attend my first BDC with Thrivent and spend time learning alongside so many thoughtful professionals in the industry. It was truly wonderful to be part of conversations centered on collaboration, disciplined growth, and long‑term impact. What stood out most was the shared commitment to supporting businesses and families with intention—listening first, staying grounded in fundamentals, and approaching opportunities with care and clarity. As we move through 2026, those principles feel more important than ever. Thankful for the insights, connections, and perspectives gained, and excited to carry those takeaways forward in service of the clients and communities we work with every day. Looking ahead with appreciation and optimism for what’s to come. #BDC #ClientFocused #2026 #BusinessDevelopment #Relationships #LookingAhead

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5 financial risks (and how to adapt your financial plan)

Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️

Life is unpredictable, but the right financial plan can help you navigate changes with confidence. Learn about five major financial risks and strategies that...

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If you’re relatively new to investing, understanding the basics of how realized gains and losses are taxed can help you make smarter decisions. These 4 rules are a great place to start. 📌 For more, check out this guide: https://bit.ly/4p4h9Hn

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If you’re relatively new to investing, understanding the basics of how realized gains and losses are taxed can help you make smarter decisions. These 4 rules are a great place to start. 📌 For more, check out this guide: https://bit.ly/4p4h9Hn

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Taxes play a big role in how far your money can go in retirement. Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income. Read more: https://bit.ly/3MybMCS Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.

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Taxes play a big role in how far your money can go in retirement. Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income. Read more: https://bit.ly/3MybMCS Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.

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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