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A Duck Collection 20+ Years in the Making 🦆🐥 Some people collect stamps. Some collect coins. Elizabeth collects rubber ducks. What started in 1st grade has grown into a collection of more than 500 ducks collected over the years. Since heading off to college, most of them have been packed away in storage tubs, making this the first time Elizabeth has displayed her entire collection in one place. Before setting everything up, she sorted through the collection, donating duplicate and damaged ducks. Even after parting with more than 100 ducks, she still had enough to completely fill the display and then some. She still has holiday duck waiting in the wings for their time to shine. Needless to say, this is only the beginning. With a collection this large, there are plenty of unique ducks, stories, and themes left to share. Stay tuned for future posts highlighting different parts of Elizabeth's collection. There are plenty more rubber ducks where these came from! 🦆👀

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A Duck Collection 20+ Years in the Making 🦆🐥 Some people collect stamps. Some collect coins. Elizabeth collects rubber ducks. What started in 1st grade has grown into a collection of more than 500 ducks collected over the years. Since heading off to college, most of them have been packed away in storage tubs, making this the first time Elizabeth has displayed her entire collection in one place. Before setting everything up, she sorted through the collection, donating duplicate and damaged ducks. Even after parting with more than 100 ducks, she still had enough to completely fill the display and then some. She still has holiday duck waiting in the wings for their time to shine. Needless to say, this is only the beginning. With a collection this large, there are plenty of unique ducks, stories, and themes left to share. Stay tuned for future posts highlighting different parts of Elizabeth's collection. There are plenty more rubber ducks where these came from! 🦆👀

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Legacy Isn't Just About What You Leave Behind ❤️ Most of us hope to pass something meaningful on to the people we love. Not just our possessions, but our values, wisdom, and the things that have shaped our lives. If that idea resonates with you, don't forget about our upcoming Purposeful Legacy event on September 22. We'll be exploring how to intentionally pass along the lessons, stories, and values that matter most to future generations. And if you'd like to continue the conversation, we also invite you to join us for Leaving a Thriving Legacy with Eric Bilger on October 7. While Purposeful Legacy focuses on the personal side of legacy, this virtual event will dive deeper into the planning considerations that help support those intentions, including estate planning, beneficiary designations, long-term care, charitable giving, and more. The October event is also a great option for our friends and family members who live farther away and may not be able to join us in person on September 22. 📅 Leaving a Thriving Legacy with Eric Bilger 💻 Virtual Event 🕛 October 7, 2026 | 12:00 PM ET Learn more and RSVP here: https://connect.thrivent.com/inspired-wealth-advisors/events/106933 We'd love to have you join us for one—or both—of these meaningful conversations about caring for the people and values that matter most.

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Legacy Isn't Just About What You Leave Behind ❤️ Most of us hope to pass something meaningful on to the people we love. Not just our possessions, but our values, wisdom, and the things that have shaped our lives. If that idea resonates with you, don't forget about our upcoming Purposeful Legacy event on September 22. We'll be exploring how to intentionally pass along the lessons, stories, and values that matter most to future generations. And if you'd like to continue the conversation, we also invite you to join us for Leaving a Thriving Legacy with Eric Bilger on October 7. While Purposeful Legacy focuses on the personal side of legacy, this virtual event will dive deeper into the planning considerations that help support those intentions, including estate planning, beneficiary designations, long-term care, charitable giving, and more. The October event is also a great option for our friends and family members who live farther away and may not be able to join us in person on September 22. 📅 Leaving a Thriving Legacy with Eric Bilger 💻 Virtual Event 🕛 October 7, 2026 | 12:00 PM ET Learn more and RSVP here: https://connect.thrivent.com/inspired-wealth-advisors/events/106933 We'd love to have you join us for one—or both—of these meaningful conversations about caring for the people and values that matter most.

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A New Look for the Conference Room! ✨ A few recent additions have given our large conference room a fresh look. First, we swapped out the old conference table for a new one that better matches the style of our smaller conference room. As an added bonus, the room feels more open and gives everyone a little more breathing room. But the real star of the show (according to Rob) is the new Vibe Board. 😄 Rob has been wanting one for quite a while, and now that it's here, he can hardly keep his hands off it. While we've always had a TV available for virtual attendees, the Vibe Board makes it much easier to pull up presentations, collaborate, and mark up ideas for both in-person and virtual participants to see. Rob claims it's going to revolutionize his meetings. We're not sure if that's true yet, but we're pretty confident he's going to give it every opportunity to prove itself. 😂 Here's hoping you're as excited as Rob is about the new conference room setup. If not, don't worry... he'll probably show it off during your next meeting. 👀

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A New Look for the Conference Room! ✨ A few recent additions have given our large conference room a fresh look. First, we swapped out the old conference table for a new one that better matches the style of our smaller conference room. As an added bonus, the room feels more open and gives everyone a little more breathing room. But the real star of the show (according to Rob) is the new Vibe Board. 😄 Rob has been wanting one for quite a while, and now that it's here, he can hardly keep his hands off it. While we've always had a TV available for virtual attendees, the Vibe Board makes it much easier to pull up presentations, collaborate, and mark up ideas for both in-person and virtual participants to see. Rob claims it's going to revolutionize his meetings. We're not sure if that's true yet, but we're pretty confident he's going to give it every opportunity to prove itself. 😂 Here's hoping you're as excited as Rob is about the new conference room setup. If not, don't worry... he'll probably show it off during your next meeting. 👀

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❤️ 544 Reasons to Be Grateful... and One Week Left to Help!?! One of the things we've learned over the years is that whenever we invite this community to do something good, you're quick to respond... and this time you've completely overwhelmed us with your generosity. Since our last update, donations have been pouring in, and we're excited to share that we've now collected 544 food items through our Better Together: Food Drive benefiting Christian Appalachian Project (CAP). What started as a few cans on an empty table has quickly become a challenge of finding enough room for everything—and figuring out how to fit it all into a photo for our social media friends. 😄📸 We're collecting shelf-stable, unexpired food items through September 22 for Christian Appalachian Project (CAP), and for every item donated, Thrivent and IWA together will donate $1 to CAP. There's now just one week left to participate before collections close. ✅ Bring a few items to your next meeting ✅ Stop by the office to say hello, enjoy a drink, chocolate, and good company ✅ Bring a few items to an upcoming IWA event Thank you to everyone who has participated so far. Your kindness, generosity, and willingness to care for others are what make this community so special. Let's fill the shelves and help care for our Appalachian neighbors ❤️

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❤️ 544 Reasons to Be Grateful... and One Week Left to Help!?! One of the things we've learned over the years is that whenever we invite this community to do something good, you're quick to respond... and this time you've completely overwhelmed us with your generosity. Since our last update, donations have been pouring in, and we're excited to share that we've now collected 544 food items through our Better Together: Food Drive benefiting Christian Appalachian Project (CAP). What started as a few cans on an empty table has quickly become a challenge of finding enough room for everything—and figuring out how to fit it all into a photo for our social media friends. 😄📸 We're collecting shelf-stable, unexpired food items through September 22 for Christian Appalachian Project (CAP), and for every item donated, Thrivent and IWA together will donate $1 to CAP. There's now just one week left to participate before collections close. ✅ Bring a few items to your next meeting ✅ Stop by the office to say hello, enjoy a drink, chocolate, and good company ✅ Bring a few items to an upcoming IWA event Thank you to everyone who has participated so far. Your kindness, generosity, and willingness to care for others are what make this community so special. Let's fill the shelves and help care for our Appalachian neighbors ❤️

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Another Certification in the Books! 🎉 Please join us in congratulating Adam on passing the Securities Industry Essentials (SIE) Exam! 👏 The SIE is one of the first major milestones for those pursuing a career in the financial services industry, and it's an exciting step forward on Adam's professional journey. Between classes, client service, and helping keep things running smoothly around the office, Adam has been putting in the work behind the scenes. We're proud of his dedication and commitment to learning, and we're excited to see what comes next. It certainly looks like he's well on his way toward a promising career in the industry. 🚀 Congratulations, Adam! We can't wait to see where your hard work takes you next.

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Another Certification in the Books! 🎉 Please join us in congratulating Adam on passing the Securities Industry Essentials (SIE) Exam! 👏 The SIE is one of the first major milestones for those pursuing a career in the financial services industry, and it's an exciting step forward on Adam's professional journey. Between classes, client service, and helping keep things running smoothly around the office, Adam has been putting in the work behind the scenes. We're proud of his dedication and commitment to learning, and we're excited to see what comes next. It certainly looks like he's well on his way toward a promising career in the industry. 🚀 Congratulations, Adam! We can't wait to see where your hard work takes you next.

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A couple of days away from the office last week left Rob and Brittany with full notebooks, tired brains, and grateful hearts. Rob and Brittany attended the Growth Minded Advisors Conference, and Brittany also had the opportunity to participate in a regional advisory board retreat. The biggest takeaway? There are a lot of really smart, caring people working hard to serve families well and build businesses that make a meaningful difference. They always come back from events like these with new ideas, fresh perspective, and a healthy dose of reassurance that Inspired Wealth Advisors is headed in the right direction. The conversations around leadership, advisor development, community engagement, and creating opportunities for the next generation of advisors were especially valuable. Most of all, they are grateful for the chance to learn from others who are willing to share openly about what's working, what's challenging, and what they're learning along the way. Now it's time to take those ideas and put them to work. ❤️

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A couple of days away from the office last week left Rob and Brittany with full notebooks, tired brains, and grateful hearts. Rob and Brittany attended the Growth Minded Advisors Conference, and Brittany also had the opportunity to participate in a regional advisory board retreat. The biggest takeaway? There are a lot of really smart, caring people working hard to serve families well and build businesses that make a meaningful difference. They always come back from events like these with new ideas, fresh perspective, and a healthy dose of reassurance that Inspired Wealth Advisors is headed in the right direction. The conversations around leadership, advisor development, community engagement, and creating opportunities for the next generation of advisors were especially valuable. Most of all, they are grateful for the chance to learn from others who are willing to share openly about what's working, what's challenging, and what they're learning along the way. Now it's time to take those ideas and put them to work. ❤️

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What will your family remember when you're gone? When people think about legacy, it's easy to focus on the things we'll leave behind. But for many families, the most meaningful gifts aren't possessions at all. They're the values, stories, lessons, and traditions that continue shaping future generations long after we're gone. In just two weeks, we'll gather for Purposeful Legacy: How to Share Values and Valuables With the Next Generations. We'll enjoy good food, good company, and a thoughtful conversation about how to intentionally pass along the things that matter most. 📅 September 22 📍 The Manchester, Lexington If you received an invitation, don't forget to RSVP! Please check your email for event details, and if you have any questions or can't find your invitation, we're happy to help. We'd love to spend the evening with you exploring what it means to leave a truly purposeful legacy. ❤️

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What will your family remember when you're gone? When people think about legacy, it's easy to focus on the things we'll leave behind. But for many families, the most meaningful gifts aren't possessions at all. They're the values, stories, lessons, and traditions that continue shaping future generations long after we're gone. In just two weeks, we'll gather for Purposeful Legacy: How to Share Values and Valuables With the Next Generations. We'll enjoy good food, good company, and a thoughtful conversation about how to intentionally pass along the things that matter most. 📅 September 22 📍 The Manchester, Lexington If you received an invitation, don't forget to RSVP! Please check your email for event details, and if you have any questions or can't find your invitation, we're happy to help. We'd love to spend the evening with you exploring what it means to leave a truly purposeful legacy. ❤️

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Blast from the Past! 🤸 Before Brittany was helping clients pursue their goals and building the next chapter of IWA, she was spending much of her free time upside down. Brittany started gymnastics at age 8 and competed in power tumbling and trampoline from ages 9–11. While the bars, beam, and artistic side of gymnastics never became her favorites, she always preferred events where she could put a little more power behind her skills. It seems Brittany has been a bit of a powerhouse from an early age. 💪 Pictured here is Brittany (sitting on the floor directly beneath the word "National") with her gymnastics team during her competitive years. As a member of the Alberta Provincial Team, she traveled to competitions in Winnipeg and Vancouver, competing alongside athletes from across Canada. Along the way, she learned a few lessons that still serve her well today: work hard, train harder, keep improving, and when life knocks you flat on your face... get back up and keep flipping! 😄 The good news is that Brittany can still do a flip today. The bad news is that these days she prefers a soft landing, which explains why trampoline parks with the kids are much more appealing than gymnastics competitions. And that's a wrap on our Blast from the Past series! Thanks for taking a trip down memory lane with the IWA team.

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Blast from the Past! 🤸 Before Brittany was helping clients pursue their goals and building the next chapter of IWA, she was spending much of her free time upside down. Brittany started gymnastics at age 8 and competed in power tumbling and trampoline from ages 9–11. While the bars, beam, and artistic side of gymnastics never became her favorites, she always preferred events where she could put a little more power behind her skills. It seems Brittany has been a bit of a powerhouse from an early age. 💪 Pictured here is Brittany (sitting on the floor directly beneath the word "National") with her gymnastics team during her competitive years. As a member of the Alberta Provincial Team, she traveled to competitions in Winnipeg and Vancouver, competing alongside athletes from across Canada. Along the way, she learned a few lessons that still serve her well today: work hard, train harder, keep improving, and when life knocks you flat on your face... get back up and keep flipping! 😄 The good news is that Brittany can still do a flip today. The bad news is that these days she prefers a soft landing, which explains why trampoline parks with the kids are much more appealing than gymnastics competitions. And that's a wrap on our Blast from the Past series! Thanks for taking a trip down memory lane with the IWA team.

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114 Items and Counting! 🥫 One of the things that never stops amazing us is how quickly a community can come together when given an opportunity to help. A few weeks ago, our shelves were empty. Today, thanks to the generosity of so many wonderful people, we've collected 114 food items through our Better Together: Food Drive for Christian Appalachian Project (CAP). That's 114 reminders that small acts of kindness add up. A can here. A box of pasta there. A few items picked up during a grocery trip. On their own they may seem small, but together they're becoming something much bigger. We're still collecting shelf-stable, unexpired food items through September 22 for Christian Appalachian Project (CAP), and we're incredibly grateful for everyone who has participated so far. Want to join in? ✅ Bring a few items to your next meeting ✅ Stop by the office to say hello, enjoy a drink, chocolate, and good company ✅ Bring a few items to an upcoming IWA event Every item makes a difference, and we're thankful to be part of a community that cares for its neighbors so well. Let's fill the shelves and help care for our Appalachian neighbors ❤️

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114 Items and Counting! 🥫 One of the things that never stops amazing us is how quickly a community can come together when given an opportunity to help. A few weeks ago, our shelves were empty. Today, thanks to the generosity of so many wonderful people, we've collected 114 food items through our Better Together: Food Drive for Christian Appalachian Project (CAP). That's 114 reminders that small acts of kindness add up. A can here. A box of pasta there. A few items picked up during a grocery trip. On their own they may seem small, but together they're becoming something much bigger. We're still collecting shelf-stable, unexpired food items through September 22 for Christian Appalachian Project (CAP), and we're incredibly grateful for everyone who has participated so far. Want to join in? ✅ Bring a few items to your next meeting ✅ Stop by the office to say hello, enjoy a drink, chocolate, and good company ✅ Bring a few items to an upcoming IWA event Every item makes a difference, and we're thankful to be part of a community that cares for its neighbors so well. Let's fill the shelves and help care for our Appalachian neighbors ❤️

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Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared. Here are a few key things to keep in mind: • The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future. • Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts. • Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax. A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

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Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared. Here are a few key things to keep in mind: • The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future. • Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts. • Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax. A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

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Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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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.

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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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