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

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Join us as we cover these common questions: When should I file for Social Security benefits? If I file and continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? Don’t miss out on potential opportunities to maximize your retirement income! These sessions are hosted by Premier Financial Group with guest speaker Tim Kiesling, Regional Business Development Consultant from Thrivent. Reserve a spot for you and a guest by 3/12/2026 Please call 608-325-8100 or email premierfinancialgroup@thrivent.com to reserve. Refreshments will be served. No products will be sold. See thrivent.com/social for important disclosures.

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Join us as we cover these common questions: When should I file for Social Security benefits? If I file and continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? Don’t miss out on potential opportunities to maximize your retirement income! These sessions are hosted by Premier Financial Group with guest speaker Tim Kiesling, Regional Business Development Consultant from Thrivent. Reserve a spot for you and a guest by 3/12/2026 Please call 608-325-8100 or email premierfinancialgroup@thrivent.com to reserve. Refreshments will be served. No products will be sold. See thrivent.com/social for important disclosures.

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What no one wants to discuss could be the best present ever! We plan for weddings, college, vacation and retirement. Why is it so hard to plan for death? A Lifetime Gift is for anyone who wants tools to help you talk to loved ones and prepare. Certified Celebrant Shelly Halverson offers conversation starters and a practical checklist with encouraging instructions. Event Details Monroe Golf Course Wednesday, April 22, 2026 5:30 pm ~ Registration & Food 6:00 pm ~ Speaker RSVP: premierfinancialgroup@thrivent.com (608) 325- 8100 Disclosure: No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Shelly Halverson are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.

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What no one wants to discuss could be the best present ever! We plan for weddings, college, vacation and retirement. Why is it so hard to plan for death? A Lifetime Gift is for anyone who wants tools to help you talk to loved ones and prepare. Certified Celebrant Shelly Halverson offers conversation starters and a practical checklist with encouraging instructions. Event Details Monroe Golf Course Wednesday, April 22, 2026 5:30 pm ~ Registration & Food 6:00 pm ~ Speaker RSVP: premierfinancialgroup@thrivent.com (608) 325- 8100 Disclosure: No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Shelly Halverson are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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The cost of cash: Where to invest when interest rates shift

Whether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.

Keeping too much cash on hand can hurt your portfolio. Discover tips to help optimize returns when rates fluctuate. Contact a financial...

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💡 Living on less could improve your financial wellness. Here are 3 ways to cut non-essential spending: 1️⃣ Review subscriptions you don’t use 2️⃣ Plan meals to reduce dining out 3️⃣ Set spending limits for “extras” Small changes can make a big impact over time. #FinancialWellness #SmartSpending #MoneyTips #PremierFinancialGroup #Budgeting See thrivent.com/social for disclosures

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💡 Living on less could improve your financial wellness. Here are 3 ways to cut non-essential spending: 1️⃣ Review subscriptions you don’t use 2️⃣ Plan meals to reduce dining out 3️⃣ Set spending limits for “extras” Small changes can make a big impact over time. #FinancialWellness #SmartSpending #MoneyTips #PremierFinancialGroup #Budgeting See thrivent.com/social for disclosures

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👋 Team Member Spotlight: Ben Smith Ben Smith grew up on a cattle ranch in South Dakota, building a strong work ethic that guides him today. After meeting his wife Kate at the University of Nebraska–Lincoln, they made Monroe home and are excited to welcome their first child in July 2025! Ben is actively involved in St. Victor’s Parish and the Knights of Columbus and enjoys woodworking, the outdoors, and crafting great cocktails. #TeamSpotlight #CommunityRoots #PremierFinancialGroup #MonroeWI #GrowingFamilies See thrivent.com/social for disclosures

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👋 Team Member Spotlight: Ben Smith Ben Smith grew up on a cattle ranch in South Dakota, building a strong work ethic that guides him today. After meeting his wife Kate at the University of Nebraska–Lincoln, they made Monroe home and are excited to welcome their first child in July 2025! Ben is actively involved in St. Victor’s Parish and the Knights of Columbus and enjoys woodworking, the outdoors, and crafting great cocktails. #TeamSpotlight #CommunityRoots #PremierFinancialGroup #MonroeWI #GrowingFamilies See thrivent.com/social for disclosures

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Feeling overwhelmed about your finances? You don’t have to figure it out alone. If you don’t know where to start, Premier Financial Group is here to help guide the way—one step at a time. #FinancialSupport #YoureNotAlone #MoneyGuidance #PremierFinancialGroup #StartToday See thrivent.com/social for disclosures

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Feeling overwhelmed about your finances? You don’t have to figure it out alone. If you don’t know where to start, Premier Financial Group is here to help guide the way—one step at a time. #FinancialSupport #YoureNotAlone #MoneyGuidance #PremierFinancialGroup #StartToday See thrivent.com/social for disclosures

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📦 We’ve Moved! 📦 Premier Financial Group has a new location! Our growing team is now in a space better equipped to serve our clients and community. We can’t wait to welcome you into our new office—stop by and say hello! #WeMoved #GrowingTogether #NewOffice #PremierFinancialGroup #MonroeWI See thrivent.com/social for disclosures

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📦 We’ve Moved! 📦 Premier Financial Group has a new location! Our growing team is now in a space better equipped to serve our clients and community. We can’t wait to welcome you into our new office—stop by and say hello! #WeMoved #GrowingTogether #NewOffice #PremierFinancialGroup #MonroeWI See thrivent.com/social for disclosures

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👋 Team Member Spotlight: Erik Haworth Erik Haworth and his wife Amy are proud to be raising their four children right here in Monroe—the same community where they both grew up. As a CERTIFIED FINANCIAL PLANNER®️ professional, Erik offers purpose-based advice through our Financial Planning Framework and serves on the board for the Monroe Kiwanis Club. His commitment to both clients and community makes him a valued part of our team. #TeamSpotlight #CFPProfessional #CommunityLeadership #MonroeWI #PremierFinancialGroup See thrivent.com/social for disclosures

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👋 Team Member Spotlight: Erik Haworth Erik Haworth and his wife Amy are proud to be raising their four children right here in Monroe—the same community where they both grew up. As a CERTIFIED FINANCIAL PLANNER®️ professional, Erik offers purpose-based advice through our Financial Planning Framework and serves on the board for the Monroe Kiwanis Club. His commitment to both clients and community makes him a valued part of our team. #TeamSpotlight #CFPProfessional #CommunityLeadership #MonroeWI #PremierFinancialGroup See thrivent.com/social for disclosures

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At Premier Financial Group, we’re more than advisors—we’re neighbors, friends, and family. 💙 As a small-town, close-knit team, we believe strong relationships are the foundation of meaningful financial guidance. We take the time to truly know our clients, their goals, and what matters most to them—because when you work with us, you’re part of the family. #WhoWeAre #SmallTownValues #ClientFirst #WisconsinAdvisors #PremierFinancialGroup See thrivent.com/social for disclosures

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At Premier Financial Group, we’re more than advisors—we’re neighbors, friends, and family. 💙 As a small-town, close-knit team, we believe strong relationships are the foundation of meaningful financial guidance. We take the time to truly know our clients, their goals, and what matters most to them—because when you work with us, you’re part of the family. #WhoWeAre #SmallTownValues #ClientFirst #WisconsinAdvisors #PremierFinancialGroup See thrivent.com/social for disclosures

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.

Not all team members may provide all products, programs and services in all states.

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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