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

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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact me today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.

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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact me today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.

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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact me today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.

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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact me today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.

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Leaving a Thriving Legacy – Watch Party Lunches │ Cedar Rapids, IA and DeWitt, IA; │ Wednesday, October 14 │ 11:45 a.m.–1:15 p.m. CT We are dedicated to helping you make thoughtful plans for your future—and for the people you care about most. Join us as we discuss strategies to navigate life’s unexpected challenges with confidence as we address: • Essential estate planning documents everyone should have • The purpose and role of a will • Estate taxes and annual gifting limits • How the probate process works • Advantages of naming beneficiaries on accounts • The SECURE Act 2.0 and its impact on retirement accounts • Long-term care planning: costs and options • Charitable giving strategies and opportunities • How qualified charitable distributions (QCDs) work • Life insurance: Creating stability for every stage of life Together, we’ll address common concerns about planning for aging parents and protecting family assets. We encourage you to invite your adult beneficiaries to attend this educational opportunity. Special guest speaker: Eric W. Bilger, FIC, Financial Advisor, Thrivent Enjoy a complimentary lunch provided by our Thrivent Community while we watch Eric’s livestream presentation together. A brief discussion and an opportunity for Q&A with our advisors will follow. Choose the location that works for you: • The Hotel at Kirkwood Center, Meeting Room 124 • 7725 Kirkwood Blvd. SW, Cedar Rapids, Iowa • 11:45 a.m.–1:15 p.m. CT To register, Visit: https://LeavingathrivinglegacyCR.eventbrite.com Call: 319-366-2991 Email: teresa.burkett@thrivent.com • DeWitt Community Library • 917 5th Ave., DeWitt, Iowa • 11:45 a.m.–1:15 p.m. CT To register, Visit: https://LeavingathrivinglegacyDW.eventbrite.com Call: 563-659-2991 Email: teresa.burkett@thrivent.com Please sign up by October 7 if able, but walk-ins are welcome. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Leaving a Thriving Legacy – Watch Party Lunches │ Cedar Rapids, IA and DeWitt, IA; │ Wednesday, October 14 │ 11:45 a.m.–1:15 p.m. CT We are dedicated to helping you make thoughtful plans for your future—and for the people you care about most. Join us as we discuss strategies to navigate life’s unexpected challenges with confidence as we address: • Essential estate planning documents everyone should have • The purpose and role of a will • Estate taxes and annual gifting limits • How the probate process works • Advantages of naming beneficiaries on accounts • The SECURE Act 2.0 and its impact on retirement accounts • Long-term care planning: costs and options • Charitable giving strategies and opportunities • How qualified charitable distributions (QCDs) work • Life insurance: Creating stability for every stage of life Together, we’ll address common concerns about planning for aging parents and protecting family assets. We encourage you to invite your adult beneficiaries to attend this educational opportunity. Special guest speaker: Eric W. Bilger, FIC, Financial Advisor, Thrivent Enjoy a complimentary lunch provided by our Thrivent Community while we watch Eric’s livestream presentation together. A brief discussion and an opportunity for Q&A with our advisors will follow. Choose the location that works for you: • The Hotel at Kirkwood Center, Meeting Room 124 • 7725 Kirkwood Blvd. SW, Cedar Rapids, Iowa • 11:45 a.m.–1:15 p.m. CT To register, Visit: https://LeavingathrivinglegacyCR.eventbrite.com Call: 319-366-2991 Email: teresa.burkett@thrivent.com • DeWitt Community Library • 917 5th Ave., DeWitt, Iowa • 11:45 a.m.–1:15 p.m. CT To register, Visit: https://LeavingathrivinglegacyDW.eventbrite.com Call: 563-659-2991 Email: teresa.burkett@thrivent.com Please sign up by October 7 if able, but walk-ins are welcome. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Planning for Special Needs Individuals and Their Families │ Tuesday, September 29, 5:30 – 7 p.m. CT │ Ushers Ferry Lodge, 5925 Seminole Valley Trail NE, Cedar Rapids, IA Join us for a free workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs, and is an ambulatory wheelchair user herself. Topics discussed will include: • Resources: state, local and federal • IEP vs. 504 • Special needs trusts • Medicaid and Medicare • ABLE accounts • Support options • Tax considerations • How personal financial planning impacts special needs planning Enjoy a complimentary meal while we watch Hannah's livestream presentation together. You will have an opportunity for Q&A after she speaks. REGISTER Sign up at https://SpecialNeedsPlanningCR.eventbrite.com. You may also call our office at 319-366-2991 or email teresa.burkett@thrivent.com. If able, please sign up by Wednesday, September 23. Walk-ins are also welcome. This educational event is designed for all families who wish to learn more about special needs planning. We encourage you to invite anyone who may benefit from attending. Ushers Ferry Lodge is ADA-accessible. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Planning for Special Needs Individuals and Their Families │ Tuesday, September 29, 5:30 – 7 p.m. CT │ Ushers Ferry Lodge, 5925 Seminole Valley Trail NE, Cedar Rapids, IA Join us for a free workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs, and is an ambulatory wheelchair user herself. Topics discussed will include: • Resources: state, local and federal • IEP vs. 504 • Special needs trusts • Medicaid and Medicare • ABLE accounts • Support options • Tax considerations • How personal financial planning impacts special needs planning Enjoy a complimentary meal while we watch Hannah's livestream presentation together. You will have an opportunity for Q&A after she speaks. REGISTER Sign up at https://SpecialNeedsPlanningCR.eventbrite.com. You may also call our office at 319-366-2991 or email teresa.burkett@thrivent.com. If able, please sign up by Wednesday, September 23. Walk-ins are also welcome. This educational event is designed for all families who wish to learn more about special needs planning. We encourage you to invite anyone who may benefit from attending. Ushers Ferry Lodge is ADA-accessible. No products will be sold. For additional disclosures, see Thrivent.com/social.

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The great wealth transfer: What baby boomers need to know

Trillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer. Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about. It can also help you: • Align your assets with what matters most. • Set clearer expectations for loved ones. • Reduce uncertainty with intentional planning. Discover how to help secure your legacy for your loved ones ⬇️

Use estate planning, trust strategies and tax‑smart moves to pass wealth with clarity and set future generations up for lasting security.

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Tomorrow! Market & Economic Update watch party lunch │ Tuesday, July 14, from 11:15 to 12:45 p.m. │ The Hotel at Kirkwood Center, Meeting Room 124, 7725 Kirkwood Blvd. SW, Cedar Rapids Markets are moving, economic signals are evolving, and you’re looking for perspective you can trust. Join us for Thrivent’s Market & Economic Update— a 60 minute live event featuring insights from Thrivent investment leaders to help you make informed decisions in today's market environment. Enjoy lunch provided by our Thrivent Community as we watch Thrivent's livestream presentation together, followed by an opportunity for Q&A with our advisors. To sign up, give us a call at 319-366-2991 or email joanne.renfro@thrivent.com. Walk-ins are welcome! Directions to Meeting Room 124: The closest entry to Room 124 is parking in Kirkwood’s east lot (on the side next door to the Mercy Medical building) and coming in the doors next to the blue emergency phone pole. Room 124 is directly to the left when entering here. No products will be sold. For additional disclosures, see thrivent.com/social.

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Tomorrow! Market & Economic Update watch party lunch │ Tuesday, July 14, from 11:15 to 12:45 p.m. │ The Hotel at Kirkwood Center, Meeting Room 124, 7725 Kirkwood Blvd. SW, Cedar Rapids Markets are moving, economic signals are evolving, and you’re looking for perspective you can trust. Join us for Thrivent’s Market & Economic Update— a 60 minute live event featuring insights from Thrivent investment leaders to help you make informed decisions in today's market environment. Enjoy lunch provided by our Thrivent Community as we watch Thrivent's livestream presentation together, followed by an opportunity for Q&A with our advisors. To sign up, give us a call at 319-366-2991 or email joanne.renfro@thrivent.com. Walk-ins are welcome! Directions to Meeting Room 124: The closest entry to Room 124 is parking in Kirkwood’s east lot (on the side next door to the Mercy Medical building) and coming in the doors next to the blue emergency phone pole. Room 124 is directly to the left when entering here. No products will be sold. For additional disclosures, see thrivent.com/social.

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Whooo...wants to know? MARKET & ECONOMIC UPDATE WATCH PARTY LUNCH │ Tuesday, July 14, 11:15 to 12:45 │ Cedar Rapids and DeWitt Markets are moving, economic signals are evolving, and you’re looking for perspective you can trust. Join us for Thrivent’s Market & Economic Update— a 60 minute live virtual event featuring insights from Thrivent investment leaders who will share perspectives on current events, inflation, interest rates, and shifting market behaviors. You'll get practical guidance to help you feel more confident navigating today's markets. You'll enjoy lunch hosted by our Thrivent Community while we watch Thrivent's livestream together, followed by an opportunity for Q&A with our advisors. For lunch planning, please sign up by July 7th, but walk-ins are welcome. CHOOSE THE LOCATION THAT WORKS BEST FOR YOU • The Hotel at Kirkwood Center, 7725 Kirkwood Blvd. SW, Cedar Rapids Register by calling 319-366-2991 or email joanne.renfro@thrivent.com. •DeWitt Community Library, 917 5th Ave., DeWitt Register by calling 563-659-2991 or email joanne.renfro@thrivent.com. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Whooo...wants to know? MARKET & ECONOMIC UPDATE WATCH PARTY LUNCH │ Tuesday, July 14, 11:15 to 12:45 │ Cedar Rapids and DeWitt Markets are moving, economic signals are evolving, and you’re looking for perspective you can trust. Join us for Thrivent’s Market & Economic Update— a 60 minute live virtual event featuring insights from Thrivent investment leaders who will share perspectives on current events, inflation, interest rates, and shifting market behaviors. You'll get practical guidance to help you feel more confident navigating today's markets. You'll enjoy lunch hosted by our Thrivent Community while we watch Thrivent's livestream together, followed by an opportunity for Q&A with our advisors. For lunch planning, please sign up by July 7th, but walk-ins are welcome. CHOOSE THE LOCATION THAT WORKS BEST FOR YOU • The Hotel at Kirkwood Center, 7725 Kirkwood Blvd. SW, Cedar Rapids Register by calling 319-366-2991 or email joanne.renfro@thrivent.com. •DeWitt Community Library, 917 5th Ave., DeWitt Register by calling 563-659-2991 or email joanne.renfro@thrivent.com. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Thrivent is proud to be an official partner of the 2026 Special Olympics USA Games, happening June 20–26, 2026, in Minneapolis. We're cheering big for all the incredible athletes heading to the #SpecialOlympicsUSAGames2026! 💙 Athletes: Your determination, heart, and resilience inspire communities nationwide.

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Thrivent is proud to be an official partner of the 2026 Special Olympics USA Games, happening June 20–26, 2026, in Minneapolis. We're cheering big for all the incredible athletes heading to the #SpecialOlympicsUSAGames2026! 💙 Athletes: Your determination, heart, and resilience inspire communities nationwide.

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Summer 2026 Mississippi Valley Associates Connections newsletter: https://www.thrivent.com/literature/mississippivalleyassociatesnewsletter.pdf We love connecting with you! Learn about our team's upcoming events, an important membership benefit, a yummy recipe from Kallie in our DeWitt office, and more!

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Summer 2026 Mississippi Valley Associates Connections newsletter: https://www.thrivent.com/literature/mississippivalleyassociatesnewsletter.pdf We love connecting with you! Learn about our team's upcoming events, an important membership benefit, a yummy recipe from Kallie in our DeWitt office, and more!

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May 2026 Market Update: Optimism inflates equities

Thrivent's May Market Update breaks down what’s driving recent volatility, how stocks and bonds are responding, and why staying diversified and focused on fundamentals remains important.

Moderating growth, steady inflation and ongoing global uncertainty are shaping our outlook.

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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