Tax season can highlight gaps or opportunities in your financial picture.
If completing your taxes brought up questions, let’s connect and build a clear plan for what’s next! ❤️
#CORFinancialGroup #TaxDay #FinancialPlanning See thrivent.com/social for important disclosures.
Celebrate National Volunteer Week by nominating a Generosity Hero – a volunteer who exemplifies compassion, selflessness and creativity.
Submit your Generosity Hero nominations and both you and your nominee will be entered into a drawing. Winners will have the opportunity to select a Thrivent Choice®️ participating organization to receive a donation of up to $5,000 from Thrivent.
Submit your nominations by April 25. 👉 https://bit.ly/4bPdPg2
#CORFinancialGroup #NationalVolunteerWeek #VolunteerRecognition
Generosity is an important part of many financial plans. ❤️
Peter Go, Financial Advisor, had the opportunity to present to a group of fellow advisors on the topic of charitable planning. During the presentation, Peter shared ways individuals can thoughtfully incorporate generosity into their financial plans, highlighting strategies such as Qualified Charitable Distributions (QCDs) and Donor-Advised Funds. These tools can help support the causes people care about while also being mindful of taxes and long-term planning.
We’re grateful for opportunities like this to collaborate with other advisors, share knowledge, and continue growing in how we serve our clients and communities! 🤝
#CORFinancialGroup #CharitablePlanning #GenerosityInAction #CommunityImpact
See thrivent.com/social for important disclosure information.
It’s Good Deeds Day! ❤️
Do one act of kindness today—and challenge someone else to do the same. Let’s spread kindness!
Tag who you’re passing the challenge to 👇
#CORFinancialGroup #GoodDeedsDay #SpreadKindness #PassItOn
He is risen! ✝️
This Easter, we celebrate the hope, renewal, and joy that come through Christ’s resurrection. Wishing you and your family a blessed day!
#CORFinancialGroup #EasterSunday #HeIsRisen #HappyEaster
On this Good Friday, we reflect on Christ’s sacrifice and the hope it brings.
In observance of the day, our office will be closed as we take time to pause and reflect. We look forward to reconnecting with you soon!
#CORFinancialGroup #GoodFriday #FaithAndReflection
Deadline day is here! ⏰
It’s your final opportunity to direct your Choice Dollars®️ and support the causes that matter most to you!
#CORFinancialGroup #ThriventChoiceDollars #LiveGenerously #CommunityImpact
Join us for our Lifetime Gift seminar and start the conversation that truly matters. 💛
With guidance from Certified Celebrant Shelly Halverson, you’ll receive practical tools, meaningful conversation starters, and a clear checklist to help organize important details and share your wishes with loved ones. RSVP today at Webinar Registration - Zoom.
#CORFinancialGroup #LifetimeGift #LegacyPlanning
No products will be sold. See thrivent.com/social for additional disclosures.
Don’t forget—your Choice Dollars®️ deadline is almost here!
Eligible Thrivent clients have until March 31 to direct their Choice Dollars®️ to the organizations and causes they care about most. It’s a simple way to give back—at no additional cost to you.
Need help getting started? We’re happy to walk you through the process!
#CORFinancialGroup #ThriventChoiceDollars #LiveGenerously #CommunityImpact
A strong financial future isn’t built in one decision. 🏀
It’s built through layers—protecting what matters most, creating stability, and planning for what’s ahead.
What’s your next move in your financial bracket?
#CORFinancialGroup #MarchMadness #FinancialBracket #FinancialPlanning See thrivent.com/social for important disclosures.
This Women’s History Month, we’re proud to recognize the women on our Administrative Team and the heart they bring to their work each day!
We asked what inspires them most in their roles at COR Financial:
❤️ “My family is my greatest inspiration and the reason I’m passionate about the work I do. Being part of COR Financial means working for a company that genuinely values each individual and the families behind them.”
❤️ “The ability to help others succeed and empower them to do their best work is what drives me most. I’m inspired by building processes that support people and strengthen our team.”
❤️ “I’m continually inspired by the people I interact with every day at COR Financial. Supporting teammates and connecting with clients — those relationships are the most rewarding part of what I do.”
We are so grateful for the care, dedication, and support they bring to our team and the families we serve!
#CORFinancialGroup #WomensHistoryMonth #AdministrationAppreciation #StrongerTogether
This Women’s History Month, we’re proud to recognize the women on our Client Experience Team and the care they bring to every interaction!
We asked what inspires them most in their roles at COR Financial:
❤️ “I’m inspired by the opportunity to serve others through hospitality and thoughtful care. Creating spaces where people feel welcomed and valued is something I find deeply meaningful.”
❤️ “What motivates me most at COR Financial is guiding others toward their potential and being part of a collaborative team where everyone brings unique strengths. Supporting people’s growth and streamlining processes for efficiency are highlights of my role.”
❤️ “What inspires me most is building relationships with our clients and helping create a positive, supportive experience every time they interact with our team.”
We are so grateful for the warmth, professionalism, and dedication they bring to our team and the families we serve each day!
#CORFinancialGroup #WomensHistoryMonth #ClientExperienceAppreciation #StrongerTogether
Happy Birthday, Chris! 🎉
Today we’re celebrating a dedicated and valued member of our team.
As a Chartered Financial Analyst (CFA®️), Chris brings experience and thoughtful insight to every client interaction. For more than 18 years, he has proudly served clients alongside David Granner and the COR Financial team, helping develop investment strategies aligned with client goals and conduct portfolio performance evaluations.
When asked what he appreciates most about working at COR, Chris shared that he values the strong emphasis on teamwork, client service excellence, and ongoing professional development. He finds it especially gratifying to contribute to the firm’s focus on delivering quality financial guidance and building lasting client relationships.
Outside of the office, Chris enjoys time with his wife, Debra, and their two children, Alyssa and Brad. And when it’s time to celebrate, mint chip ice cream is his birthday dessert of choice! 🍨
Happy Birthday, Chris — we’re grateful for your leadership and dedication, and we wish you a fantastic year ahead!
#CORFinancialGroup #TeamSpotlight #HappyBirthday See thrivent.com/social for important disclosures.
Spring forward! ⏰
Daylight Saving Time starts this Sunday — set your clocks ahead one hour and enjoy the extra evening sunshine!
#CORFinancialGroup #DaylightSavingTime #SpringForward
Happy Employee Appreciation Day!
Today we want to recognize the amazing individuals who make up the COR Financial team. Your dedication, teamwork, and commitment to serving others are what make our work meaningful every day!
We are thankful for the care and excellence you bring to everything you do. Our team truly is our greatest strength. ❤️
#CORFinancialGroup #EmployeeAppreciationDay #ThankYouTeam
Happy Employee Appreciation Day!
Today we want to recognize the amazing individuals who make up the COR Financial team. Your dedication, teamwork, and commitment to serving others are what make our work meaningful every day!
We are thankful for the care and excellence you bring to everything you do. Our team truly is our greatest strength. ❤️
#CORFinancialGroup #EmployeeAppreciationDay #ThankYouTeam
Join us for a Thriving in Your Golden Years webinar on March 10th at 7pm ET! 💛
Unlock expert strategies for retirement income, estate planning and tax-smart investing with insights from our special guest speaker! RSVP today at https://bit.ly/NPAMarch10
#CORFinancialGroup #ThrivingInYourGoldenYears #RetirementPlanning
No products will be sold. See thrivent.com/social for additional disclosures.
A little financial housekeeping goes a long way. 🌷Review, rebalance, and refresh your plan this season!
Ready for a spring check-in? Let’s schedule a time to connect.
#CORFinancialGroup #FinancialSpringCleaning #FinancialWellness
Tax season can feel overwhelming — but accessing your documents doesn’t have to be.
Most tax forms are now available in the Tax Resource Center. If you need help locating anything or have questions along the way, our team is here to support you!
#CORFinancial #TaxSeason #TaxForms
At COR Financial Group, generosity is at the heart of what we do. ❤️
Did you know eligible Thrivent members have Choice Dollars®️ they can direct to churches and nonprofits they care about — at no additional cost?
Through this program:
→ Choose from 45,000+ organizations
→ Over $618 million has already been distributed
→ Make a real impact on the causes close to your heart
It’s a simple way to extend your impact and strengthen the communities you love!
Browse eligible organizations here: https://choice-org-search.apps.thrivent.com/
Not sure if you’re eligible or need help directing your Choice Dollars®️? Stop in, message us, or give us a call — we’d love to help!
#CORFinancialGroup #ThriventChoiceDollars #LiveGenerously #CommunityImpact