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Insights

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

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Are you thinking about joining us at our Savvy Social Security workshop next week Tuesday? RSVP today! Check out the details and sign up here: https://connect.thrivent.com/muskego-lakes-financial-advisors/events/106596 or you can call 262-679-3280 to RSVP. No products will be sold. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

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Are you thinking about joining us at our Savvy Social Security workshop next week Tuesday? RSVP today! Check out the details and sign up here: https://connect.thrivent.com/muskego-lakes-financial-advisors/events/106596 or you can call 262-679-3280 to RSVP. No products will be sold. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

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There are still spots available for our Savvy Social Security workshop on Tuesday, October 27th hosted by Financial Advisors, Michael Meyer and Lee Johnson! Check out the details and sign up here: https://connect.thrivent.com/muskego-lakes-financial-advisors/events/106596 or you can call 262-679-3280 to RSVP. No products will be sold. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

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There are still spots available for our Savvy Social Security workshop on Tuesday, October 27th hosted by Financial Advisors, Michael Meyer and Lee Johnson! Check out the details and sign up here: https://connect.thrivent.com/muskego-lakes-financial-advisors/events/106596 or you can call 262-679-3280 to RSVP. No products will be sold. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

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Ladies! Come experience a morning of inspiration, connection, and purpose as we prepare our hearts for the holiday season together. Lakepoint Church and Thrivent are hosting a special event designed to help you slow down, breathe deeply, and prepare your heart for the holiday season with greater intention. Your Registration Includes: -A delicious brunch -An inspiring keynote from Laura Sandretti -Childcare, if needed Cost: $5 per person. We would also love for you to bring a friend! Sign up here: https://www.eventbrite.com/e/an-intentional-season-preparing-your-heart-for-the-holidays-tickets-1997457592429?aff=TMNWebsite No products will be sold. For additional disclosures see thrivent.com/social. This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients.

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Ladies! Come experience a morning of inspiration, connection, and purpose as we prepare our hearts for the holiday season together. Lakepoint Church and Thrivent are hosting a special event designed to help you slow down, breathe deeply, and prepare your heart for the holiday season with greater intention. Your Registration Includes: -A delicious brunch -An inspiring keynote from Laura Sandretti -Childcare, if needed Cost: $5 per person. We would also love for you to bring a friend! Sign up here: https://www.eventbrite.com/e/an-intentional-season-preparing-your-heart-for-the-holidays-tickets-1997457592429?aff=TMNWebsite No products will be sold. For additional disclosures see thrivent.com/social. This event helps Thrivent demonstrate our fraternal purpose to help more people experience financial clarity and amplify the generosity expressions of our clients.

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We are saddened to share the passing of our friend and colleague, Paul Matheson. Paul's commitment to helping others and the relationships he built throughout the years will leave a lasting impact and we will miss him greatly. We extend our heartfelt condolences to his family, friends, clients, and loved ones. Obituary: https://www.randledablefuneralhome.com/obituaries/paul-matheson?ttm_pid=212483424&ttm_affiliate=legacypro&ttm_affiliatetype=standard&ttm_campaign=legacy

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We are saddened to share the passing of our friend and colleague, Paul Matheson. Paul's commitment to helping others and the relationships he built throughout the years will leave a lasting impact and we will miss him greatly. We extend our heartfelt condolences to his family, friends, clients, and loved ones. Obituary: https://www.randledablefuneralhome.com/obituaries/paul-matheson?ttm_pid=212483424&ttm_affiliate=legacypro&ttm_affiliatetype=standard&ttm_campaign=legacy

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Join us for a Savvy Social Security workshop on Tuesday, October 27th hosted by Financial Advisors, Michael Meyer and Lee Johnson! Check out the details and sign up here: https://connect.thrivent.com/muskego-lakes-financial-advisors/events/106596 No products will be sold. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

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Join us for a Savvy Social Security workshop on Tuesday, October 27th hosted by Financial Advisors, Michael Meyer and Lee Johnson! Check out the details and sign up here: https://connect.thrivent.com/muskego-lakes-financial-advisors/events/106596 No products will be sold. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

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Happy birthday to Tarri, our amazing administrative assistant! Help us wish her the best day!

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Happy birthday to Tarri, our amazing administrative assistant! Help us wish her the best day!

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It's Lee's birthday today! Help us wish him a very happy birthday!

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It's Lee's birthday today! Help us wish him a very happy birthday!

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Join us for a Savvy Social Security workshop on Tuesday, October 27th hosted by Financial Advisors, Michael Meyer and Lee Johnson! Learn how to help determine the ideal time to apply and ways to help you maximize your Social Security benefits while minimizing taxes on those benefits. Register today! 6:30 PM - Matty's Bar & Grille - Appetizers will be served. Doors open at 6:15pm. Reserve your spot by emailing Tarri.Stanzer@thrivent.com or call 262-679-3280. Bring a friend! No products will be sold. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

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Join us for a Savvy Social Security workshop on Tuesday, October 27th hosted by Financial Advisors, Michael Meyer and Lee Johnson! Learn how to help determine the ideal time to apply and ways to help you maximize your Social Security benefits while minimizing taxes on those benefits. Register today! 6:30 PM - Matty's Bar & Grille - Appetizers will be served. Doors open at 6:15pm. Reserve your spot by emailing Tarri.Stanzer@thrivent.com or call 262-679-3280. Bring a friend! No products will be sold. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

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There's still time to sign up for our Medicare Workshop tomorrow! Come learn about protecting your healthcare rights and retirement savings. Light lunch/dinner served. Wednesday, September 9th *There will be two sessions: 11:15am and 5:45pm. If you would like to sign up for one of these sessions, email Tarri.Stanzer@thrivent.com or call 262-679-3280. Bring a friend if you would like! Location: Thrivent Office - Waukesha 20935 Swenson Dr Ste 150 Waukesha, WI 53186 No products will be sold.  For additional disclosures see Thrivent.com/social

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There's still time to sign up for our Medicare Workshop tomorrow! Come learn about protecting your healthcare rights and retirement savings. Light lunch/dinner served. Wednesday, September 9th *There will be two sessions: 11:15am and 5:45pm. If you would like to sign up for one of these sessions, email Tarri.Stanzer@thrivent.com or call 262-679-3280. Bring a friend if you would like! Location: Thrivent Office - Waukesha 20935 Swenson Dr Ste 150 Waukesha, WI 53186 No products will be sold.  For additional disclosures see Thrivent.com/social

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Melissa was working from Grand Canyon University earlier this week after successfully dropping off her son, Blake, for his first semester in Phoenix, AZ! We hope you have a great first year of college, Blake!

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Melissa was working from Grand Canyon University earlier this week after successfully dropping off her son, Blake, for his first semester in Phoenix, AZ! We hope you have a great first year of college, Blake!

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.

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Not all team members may office at the locations listed.

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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