Events
IRAs and IPAs: 5 phases of an IRA... understanding the timeline for an IRA
Join us for an engaging evening at Brewery X in Anaheim as we bring together approachable financial education and a relaxed social setting. This event, IPAs & IRAs: The 5 Phases of an IRA, will walk through the key phases of an Individual Retirement Account in a clear, structured way while enjoying local craft beer.
The discussion will be led by Sean Little and is designed to help attendees better understand how IRAs work, how they can fit into a broader financial picture, and what considerations matter at different stages. Whether you are early in your career, building momentum, or thinking more intentionally about the future, this session offers practical education without pressure.
Reach out to me to get registered!
Market/Economic Update with Chuck Ertzwiler
Join us for a timely market and economic update led by Chuck Ertzwiler. This session is designed to provide perspective on current market conditions and economic trends in a clear, straightforward way.
The goal of this update is to help attendees better understand what is happening in the markets and economy and how broader trends may factor into financial decision‑making. The discussion is educational in nature and intended to offer insight, context, and clarity during an ever‑changing economic environment.
This event is ideal for individuals who want to stay informed and gain a deeper understanding of today’s financial landscape in a concise, approachable format.
Reach out to me via email or phone to get registered!
Retirement, Reimagined: Grow and Protect Your Wealth
This session is your guide to reimagining retirement—focusing on how to grow and protect your wealth for the years ahead. David Blanchett and Michael Finke will share practical strategies and fresh perspectives on asset location, Social Security timing, and tax‑efficient withdrawals. You’ll learn how to adapt your plan to changing markets and feel confident about your financial future, with insights that go beyond the numbers to help you make smart, lasting decisions.
Multiple sessions available via Zoom:
Mar 17, 2026 10:00 AM PST
Mar 17, 2026 05:30 PM PST
Mar 18, 2026 11:00 AM PST
No products will be sold.
Speaker(s) not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
Taste & Tour Member Appreciation Event
You’re Invited to Gather with Us in Temecula Valley!
Nestled in the heart of Temecula Valley’s wine country, South Coast Winery offers a beautiful setting to relax, connect, and enjoy time together. Set across 60 acres of thoughtfully cultivated vineyards, this family-owned destination is known for its award-winning wines, welcoming hospitality, and relaxed elegance.
With rustic-chic spaces, attentive service, and resort-style amenities—including an on-site spa—South Coast provides the perfect backdrop for meaningful conversation, community connection, and a shared experience in a truly memorable location.
Space is limited to 75 guests, and registration is encouraged as soon as tickets become available.
Put Your Generosity Into Action
During the event, you’ll also have the opportunity to put your generosity into action by partnering with a local organization making a positive impact in the community. Additional details about this meaningful partnership will be shared soon.
No products will be sold.
See thrivent.com/social for additional disclosures.
IRAs and IPAs: 5 phases of an IRA... understanding the timeline for an IRA
IRAs and IPAs: 5 phases of an IRA... understanding the timeline for an IRA
102016
Join us for an engaging evening at Brewery X in Anaheim as we bring together approachable financial education and a relaxed social setting. This event, IPAs & IRAs: The 5 Phases of an IRA, will walk through the key phases of an Individual Retirement Account in a clear, structured way while enjoying local craft beer.
The discussion will be led by Sean Little and is designed to help attendees better understand how IRAs work, how they can fit into a broader financial picture, and what considerations matter at different stages. Whether you are early in your career, building momentum, or thinking more intentionally about the future, this session offers practical education without pressure.
Reach out to me to get registered!
Market/Economic Update with Chuck Ertzwiler
Market/Economic Update with Chuck Ertzwiler
102017
Join us for a timely market and economic update led by Chuck Ertzwiler. This session is designed to provide perspective on current market conditions and economic trends in a clear, straightforward way.
The goal of this update is to help attendees better understand what is happening in the markets and economy and how broader trends may factor into financial decision‑making. The discussion is educational in nature and intended to offer insight, context, and clarity during an ever‑changing economic environment.
This event is ideal for individuals who want to stay informed and gain a deeper understanding of today’s financial landscape in a concise, approachable format.
Reach out to me via email or phone to get registered!
Retirement, Reimagined: Grow and Protect Your Wealth
Retirement, Reimagined: Grow and Protect Your Wealth
link
102015
RegisterThis session is your guide to reimagining retirement—focusing on how to grow and protect your wealth for the years ahead. David Blanchett and Michael Finke will share practical strategies and fresh perspectives on asset location, Social Security timing, and tax‑efficient withdrawals. You’ll learn how to adapt your plan to changing markets and feel confident about your financial future, with insights that go beyond the numbers to help you make smart, lasting decisions.
Multiple sessions available via Zoom:
Mar 17, 2026 10:00 AM PST
Mar 17, 2026 05:30 PM PST
Mar 18, 2026 11:00 AM PST
No products will be sold.
Speaker(s) not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
Taste & Tour Member Appreciation Event
Taste & Tour Member Appreciation Event
102013
You’re Invited to Gather with Us in Temecula Valley!
Nestled in the heart of Temecula Valley’s wine country, South Coast Winery offers a beautiful setting to relax, connect, and enjoy time together. Set across 60 acres of thoughtfully cultivated vineyards, this family-owned destination is known for its award-winning wines, welcoming hospitality, and relaxed elegance.
With rustic-chic spaces, attentive service, and resort-style amenities—including an on-site spa—South Coast provides the perfect backdrop for meaningful conversation, community connection, and a shared experience in a truly memorable location.
Space is limited to 75 guests, and registration is encouraged as soon as tickets become available.
Put Your Generosity Into Action
During the event, you’ll also have the opportunity to put your generosity into action by partnering with a local organization making a positive impact in the community. Additional details about this meaningful partnership will be shared soon.
No products will be sold.
See thrivent.com/social for additional disclosures.
No products will be sold.