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

Join me and our local Thrivent Member Network to attend Charitable Strategies to Maximize Impact. Explore how you can enhance your overall financial plan. I'm looking forward to it and I'd love for you to be there! Wednesday, September 16th 6:00 PM Missouri Athletic Club West 177 Des Peres Rd St. Louis MO Secure your spot at the link below. https://www.eventbrite.com/e/charitable-strategies-to-maximize-impact-st-louis-tickets-1992492309133?aff=FApromo No products will be sold.

Join me and our local Thrivent Member Network to attend Charitable Strategies to Maximize Impact. Explore how you can enhance your overall financial plan. I'm looking forward to it and I'd love for you to be there! Wednesday, September 16th 6:00 PM Missouri Athletic Club West 177 Des Peres Rd St. Louis MO Secure your spot at the link below. https://www.eventbrite.com/e/charitable-strategies-to-maximize-impact-st-louis-tickets-1992492309133?aff=FApromo No products will be sold.

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. These sessions are hosted by Financial Advisor, Wendy Stevens. Session 1 Wednesday, August 26th, 2026 6:30 p.m. CT Geno’s Trattoria & Chophouse 114 West Mill Street Waterloo, IL Register for Session 1 at the link below: https://forms.office.com/Pages/ResponsePage.aspx?id=uUYFAv3dm0WJ0RKlPyel4qJafRmSUdNPtWpblAdU8w1UNTNMNDUyMklXQVdLQ0hINzVZRlpaV1BDRy4u Session 2 Thursday, August 27, 2026 6:30 p.m. CT Lieferbrau Brewery Register for Session 2 at the link below: https://forms.office.com/Pages/ResponsePage.aspx?id=uUYFAv3dm0WJ0RKlPyel4qJafRmSUdNPtWpblAdU8w1UNTNMNDUyMklXQVdLQ0hINzVZRlpaV1BDRy4u No products will be sold.

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. These sessions are hosted by Financial Advisor, Wendy Stevens. Session 1 Wednesday, August 26th, 2026 6:30 p.m. CT Geno’s Trattoria & Chophouse 114 West Mill Street Waterloo, IL Register for Session 1 at the link below: https://forms.office.com/Pages/ResponsePage.aspx?id=uUYFAv3dm0WJ0RKlPyel4qJafRmSUdNPtWpblAdU8w1UNTNMNDUyMklXQVdLQ0hINzVZRlpaV1BDRy4u Session 2 Thursday, August 27, 2026 6:30 p.m. CT Lieferbrau Brewery Register for Session 2 at the link below: https://forms.office.com/Pages/ResponsePage.aspx?id=uUYFAv3dm0WJ0RKlPyel4qJafRmSUdNPtWpblAdU8w1UNTNMNDUyMklXQVdLQ0hINzVZRlpaV1BDRy4u No products will be sold.

Some annuities provide for inflation-adjusted payments, which can potentially help maintain your financial security during unpredictable times. Explore key details about this type of contract and if it suits your individual needs: https://bit.ly/4oHggWt

Some annuities provide for inflation-adjusted payments, which can potentially help maintain your financial security during unpredictable times. Explore key details about this type of contract and if it suits your individual needs: https://bit.ly/4oHggWt

Thinking about purchasing an annuity and want to learn more? Start with these 3 resources: 1) Discover annuity basics: https://bit.ly/4goM2pe 2) Learn how annuities are taxed: https://bit.ly/4ozlVOi 3) Explore different types of annuities: https://bit.ly/4vRyUgO Feel free to reach out with any questions you might have as you research. Here to be a resource for you.

Thinking about purchasing an annuity and want to learn more? Start with these 3 resources: 1) Discover annuity basics: https://bit.ly/4goM2pe 2) Learn how annuities are taxed: https://bit.ly/4ozlVOi 3) Explore different types of annuities: https://bit.ly/4vRyUgO Feel free to reach out with any questions you might have as you research. Here to be a resource for you.

Annuities can help ensure you don’t outlive your retirement savings. They also offer tax benefits and are highly customizable to your needs. But there are costs, fees and potential market considerations to review before purchasing. Dive deeper here: https://bit.ly/4vmDdRz

Annuities can help ensure you don’t outlive your retirement savings. They also offer tax benefits and are highly customizable to your needs. But there are costs, fees and potential market considerations to review before purchasing. Dive deeper here: https://bit.ly/4vmDdRz

“Rejoice in hope, be patient in tribulation, be constant in prayer.” - Romans 12:12

“Rejoice in hope, be patient in tribulation, be constant in prayer.” - Romans 12:12

“May the God of hope fill you with all joy and peace as you trust in him, so that you may overflow with hope by the power of the Holy Spirit.” - Romans 15:13

“May the God of hope fill you with all joy and peace as you trust in him, so that you may overflow with hope by the power of the Holy Spirit.” - Romans 15:13
