Find a Workshop
It's Easy to Sign Up for One of Our Financial Education Workshops
Thrivent Financial for Lutherans offers a variety of interactive workshops that present a values-based approach to financial education. The workshops are led by local Thrivent Financial representatives at no cost or obligation to you.
To find a workshop near you, click on your state in the map below. Then select the city nearest you where a workshop is being offered. Can't find a workshop in your area? Check back often as we are regularly adding new workshops.
Alabama
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
Alaska
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
Arizona
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Presented by: Dave Saviage, CFP, Financial Associate Time: 5:30 – 6:30 p.m. Location: Michelangelo's Ristorante
420 West McGee RoadDescription: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
Dinner will be provided.
Contact: Joan Zeis, joan.zeis@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
Arkansas
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
California
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Presented by: Christopher W. Benson, Financial Associate, CA ID#0E34109 Time: 6:00 – 7:30 p.m. Location: Zion Lutheran Church
495 9th AvenueDescription: If your child may attend college someday, this workshop will help you understand current college education costs as a way to project future costs. Learn about the various funding options and their potential tax advantages. You will also discuss the pros and cons of alternative funding options, such as loans and financial aid.
Dinner will be provided.
Contact: Christopher W. Benson, chris.benson@thrivent.com Register online - Details
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Presented by: Kent R. Suemnicht, FIC, Financial Associate, CA ID#0A22532
Beverly A. Suemnicht, FIC, Financial Associate, CA ID#0G11794Time: 3:00 – 5:00 p.m. Location: St. Paul Lutheran Church
275 Nation DriveDescription: This values-based workshop is designed for parents and their young teens ages 11-14. During the workshop, parents and teens will learn how to make intentional choices about sharing, saving and spending money and talk about money and values in their family. A game format sparks discussion about money influences and choices.
Refreshments will be available.
Contact: Kent R. Suemnicht, kent.suemnicht@thrivent.com Register online - Details
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Presented by: Christopher W. Benson, Financial Associate, CA Ins. ID OE34109 Time: 12:00 – 12:45 p.m. Location: Thrivent Financial Seventh Floor Conference Room
400 S. El Camino Real (cross street 4th Ave.)Description: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
Lunch will be provided. Park in the Building Parking Garage (4th Ave. garage entrace) and we will validate your parking.
Contact: Christopher W. Benson, chris.benson@thrivent.com Register online - Details
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Presented by: Christopher W. Benson, Financial Associate, CA Ins. ID OE34109 Time: 10:00 – 10:45 a.m. Location: Thrivent Financial Seventh Floor Conference Room
400 S. El Camino Real (cross street 4th Ave.)Description: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
Coffee and snack will be provided. Park in the Building Parking Garage (4th Ave. garage entrace) and we will validate your parking.
Contact: Christopher W. Benson, chris.benson@thrivent.com Register online - Details
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Presented by: Gregory Jahnke, Financial Associate, CA Ins. ID 0817579
Terry Wu, Financial Associate, CA Ins. ID 0F01480Time: 12:00 – 1:30 p.m. Location: San Francisco Thrivent Financial Office
50 Belcher St.)Description: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
Lunch will be provided.
Contact: Jo Zemke, jo.zemke@thrivent.com Register online - Details
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Presented by: Christopher W. Benson, Financial Associate, CA ID#0E34109 Time: 9:30 – 11:00 a.m. Location: Messiah Lutheran Church
1835 Valota Road at the corner of Woodside RoadDescription: This fun, interactive program can help you explore ways to enhance the richness of retirement and meet personal goals regarding your family and legacy. Facts and questions are designed to help you understand the longevity revolution, its opportunities and challenges. Prepare to be motivated to envision your retirement, set goals and achieve them.
Breakfast will be provided.
Contact: Christopher W. Benson, chris.benson@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
Colorado
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Presented by: Paul Siefert, Financial Associate Time: 9:30 – 10:20 a.m. Location: The Foothills Office of Thrivent Financial for Lutherans
445 Union Blvd., Suite 204Description: If you were one of the 9.9 million Americans victimized by identity theft in 2008, you understand the need for this educational workshop (Javelin Identity Fraud Survey, 2009). During this educational workshop, participants learn how identity theft can occur, tips to protect themselves and steps to take if this growing crime happens to them.
Offered as part of the Foothills Group Open House 9:00 A.M. to 1:00 P.M. Economic and Investment Update also offered and a Shredding Truck will be available at no cost for up to 3 boxes.
Contact: Keith Stechmesser, Keith.Stechmesser@thrivent.com Register online - Details
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Presented by: Keith Stechmesser, Financial Associate Time: 10:45 – 11:35 a.m. Location: The Foothills Office of Thrivent Financial for Lutherans
445 Union Blvd., Suite 204Description: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Offered as part of the Foothills Group Open House 9:00 A.M. to 1:00 P.M. Economic and Investment Update also offered and a Shredding Truck will be available at no cost for up to 3 boxes.
Contact: Keith Stechmesser, Keith.Stechmesser@thrivent.com Register online - Details
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Presented by: Paul Siefert, Financial Associate Time: 11:45 a.m. – 12:35 p.m. Location: The Foothills Office of Thrivent Financial for Lutherans
445 Union Blvd., Suite 204Description: If you were one of the 9.9 million Americans victimized by identity theft in 2008, you understand the need for this educational workshop (Javelin Identity Fraud Survey, 2009). During this educational workshop, participants learn how identity theft can occur, tips to protect themselves and steps to take if this growing crime happens to them.
Offered as part of the Foothills Group Open House 9:00 A.M. to 1:00 P.M. Economic and Investment Update also offered and a Shredding Truck will be available at no cost for up to 3 boxes.
Contact: Keith Stechmesser, Keith.Stechmesser@thrivent.com Register online - Details
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Presented by: Keith Stechmesser, Financial Associate Time: 12:00 – 12:50 p.m. Location: The Foothills Office of Thrivent Financial for Lutherans
445 Union Blvd., Suite 204Description: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Offered as part of the Foothills Group Open House 9:00 A.M. to 1:00 P.M. Economic and Investment Update also offered and a Shredding Truck will be available at no cost for up to 3 boxes.
Contact: Keith Stechmesser, Keith.Stechmesser@thrivent.com Register online - Details
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Presented by: Mark Eickmann, Financial Associate Time: 12:00 – 1:00 p.m. Location: Holy Cross Lutheran Church
9770 Foothills Canyon Blvd.Description: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
Lunch will be provided.
Contact: Mark Eickmann, mark.eickmann@thrivent.com Register online - Details
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Presented by: Christian F. Holgard, CASL, CHFC, CLU, M.Ed, Financial Associate Time: 11:30 a.m. – 1:00 p.m. Location: Highlands Ranch Public Library
9292 Ridgeline BoulevardDescription: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Lunch will be provided.
Contact: Alison Zellner, alison.zellner@thrivent.com Register online - Details
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Presented by: Mark Eickmann, Financial Associate Time: 12:00 – 1:00 p.m. Location: Holy Cross Lutheran Church
9770 Foothills Canyon Blvd.Description: Your charitable decisions today can have an impact well into the futur Discover how being a steward of your time, talents and treasures can provide a powerful gift to your congregation and other charitable organizations. Learn about financial tools that may decrease your taxes and/or supplement retirement income.
Lunch will be provided.
Contact: Mark Eickmann, mark.eickmann@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
Connecticut
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
Delaware
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
District of Columbia
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
Florida
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Presented by: Byron W. Beaber, Financial Associate Time: 11:00 a.m.–12:00 p.m. Location: Visani's Restaurant
2400 Kings HighwayDescription: If you were one of the 9.9 million Americans victimized by identity theft in 2008, you understand the need for this educational workshop (Javelin Identity Fraud Survey, 2009). During this educational workshop, participants learn how identity theft can occur, tips to protect themselves and steps to take if this growing crime happens to them.
Lunch will be provided. Please RSVP.
Contact: Byron Beaber, ron.beaber@thrivent.com Register online - Details
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Presented by: Adam Klohr, Financial Associate
Dan Johnson, Financial AssociateTime: Approximately 12:15 p.m. following the second service, for one hour. Location: Advent Lutheran Church
2156 Loch Rane BoulevardDescription: If you were one of the 9.9 million Americans victimized by identity theft in 2008, you understand the need for this educational workshop (Javelin Identity Fraud Survey, 2009). During this educational workshop, participants learn how identity theft can occur, tips to protect themselves and steps to take if this growing crime happens to them.
Coffee and snack will be provided.
Contact: Dan Johnson, dan.johnson@thrivent.com Register online - Details
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Presented by: Keith Berman, Financial Associate Time: 6:00 –7:00 p.m. Location: Concordia Lutheran Church
8701 SW 124th St.Description: Developing a sound financial strategy can provide peace of mind. This workshop can help you get started protecting what you value and managing your cash flow. Other topics include investing wisely so you can retire with confidence.
Dinner will be provided. Dinner and workshop will be in the round room fellowship hall.
Contact: Keith Berman, keith.berman@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
Georgia
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
Hawaii
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
Idaho
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
Illinois
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Presented by: Brian R. Luedke, Financial Associate
Audie Beeson, Financial AssociateTime: 7:00 – 8:00 p.m. Location: Nippersink Library
5418 Hill RoadDescription: If you are new to investing, the workshop will help you gain a better understanding of how to make your money work harder. Three main topics include tax-deferred investments, avoiding common investment mistakes, and how to take advantage of professionally managed investments.
Dinner will be provided starting at 6:30 p.m. Please call soon to reserve your seat.
Contact: Brian R. Luedke, brian.luedke@thrivent.com Register online - Details
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Presented by: Paul Obermayer, Financial Consultant Time: 10:00 – 11:00 a.m. Location: St. Matthew's Lutheran Church
24500 N. Old McHenry Rd.Description: This values-based workshop is designed for parents and their young teens ages 11-14. During the workshop, parents and teens will learn how to make intentional choices about sharing, saving and spending money and talk about money and values in their family. A game format sparks discussion about money influences and choices.
Contact: Colleen Kehoe, colleen.kehoe@thrivent.com Register online - Details
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Presented by: Brandon Greco, Financial Consultant Time: 12:00 – 1:00 p.m. Location: St. Paul's Lutheran Church
9035 Grant Ave.Description: If you were one of the 9.9 million Americans victimized by identity theft in 2008, you understand the need for this educational workshop (Javelin Identity Fraud Survey, 2009). During this educational workshop, participants learn how identity theft can occur, tips to protect themselves and steps to take if this growing crime happens to them.
Contact: Colleen Kehoe, colleen.kehoe@thrivent.com Register online - Details
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Presented by: Paul Obermayer, Financial Consultant Time: 12:30 – 1:30 p.m. Location: Shepherd of the Hills Lutheran Church
404 N. Green St.Description: This values-based workshop is designed for parents and their young teens ages 11-14. During the workshop, parents and teens will learn how to make intentional choices about sharing, saving and spending money and talk about money and values in their family. A game format sparks discussion about money influences and choices.
Contact: Colleen Kehoe, colleen.kehoe@thrivent.com Register online - Details
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Presented by: Brian R. Luedke, Financial Associate
Audie Beeson, Financial AssociateTime: 7:00 – 8:00 p.m. Location: St. Mark Lutheran Church
1822 E. Grand Ave.Description: If you are new to investing, the workshop will help you gain a better understanding of how to make your money work harder. Three main topics include tax-deferred investments, avoiding common investment mistakes, and how to take advantage of professionally managed investments.
Dinner will be provided starting at 6:30 p.m. Please call soon to reserve your seat.
Contact: Brian R. Luedke, brian.luedke@thrivent.com Register online - Details
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Presented by: Ted Regan, Financial Consultant Time: 7:15 – 8:15 p.m. Location: Georgio's Comfort Inn and Conference Center, Room D
8800 W 159th StreetDescription: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Contact: Rachel Thomas, rachel.thomas@thrivent.com Register online - Details
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Presented by: Brandon Greco, Financial Consultant Time: 12:00 – 1:00 p.m. Location: St. Paul's Lutheran Church
9035 Grant Ave.Description: From budgeting and investment principles to family and retirement considerations, this workshop helps women better understand personal finances. It discusses the need to define dreams in order to make them achievable, ways to balance short- and long-term goals and processes for day-to-day money management. You can create your own financial independence, but it requires action!
Contact: Colleen Kehoe, colleen.kehoe@thrivent.com Register online - Details
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Presented by: Ted Regan, Financial Consultant Time: 7:15 – 8:15 p.m. Location: Georgio's Comfort Inn and Conference Center, Room D
8800 W 159th StreetDescription: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Contact: Rachel Thomas, rachel.thomas@thrivent.com Register online - Details
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Presented by: Ted Regan, Financial Consultant Time: 7:15 – 8:15 p.m. Location: Georgio's Comfort Inn and Conference Center, Room D
8800 W 159th StreetDescription: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Contact: Rachel Thomas, rachel.thomas@thrivent.com Register online - Details
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Presented by: Paul Obermayer, Financial Associate Time: 9:00 –10:00 a.m. Location: Light of Christ Lutheran Church
100 Hanson Rd.Description: This values-based, money management workshop consists of a simultaneous parent session and lesson for kids ages 6-10. Parents gain a better understanding of how to reflect on the values they want their kids to learn and practical tools to make teaching about money fun. Kids discover three basic money choices: share, save and spend and begin to understand that money can be used to help others.
Contact: Colleen Kehoe, colleen.kehoe@thrivent.com Register online - Details
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Presented by: Paul Obermayer, Financial Associate Time: 10:30 –11:30 a.m. Location: Light of Christ Lutheran Church
100 Hanson Rd.Description: This values-based, money management workshop consists of a simultaneous parent session and lesson for kids ages 6-10. Parents gain a better understanding of how to reflect on the values they want their kids to learn and practical tools to make teaching about money fun. Kids discover three basic money choices: share, save and spend and begin to understand that money can be used to help others.
Contact: Colleen Kehoe, colleen.kehoe@thrivent.com Register online - Details
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Presented by: Brandon Greco, Financial Consultant Time: 12:00 – 1:00 p.m. Location: St. Paul's Lutheran Church
9035 Grant Ave.Description: If your child may attend college someday, this workshop will help you understand current college education costs as a way to project future costs. Learn about the various funding options and their potential tax advantages. You will also discuss the pros and cons of alternative funding options, such as loans and financial aid.
Contact: Colleen Kehoe, colleen.kehoe@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
Indiana
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Presented by: Agnes Schoch, Financial Associate Time: 7:30 –8:30 p.m. Location: Holy Trinity School Hall
7321 East State Rd. 67Description: If you're facing life changes or transitions, take steps to create a plan for your life that incorporates your personal and financial values. Gain a better understanding of how your values drive behavior, and reflect on your life to help create your future based on goals you set.
Coffee and snack will be provided.
Contact: Agnes Schoch, agnes.schoch@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
Iowa
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Presented by: Eric Dodd, Financial Associate Time: 6:30 – 7:30 p.m. Location: Risen Christ Lutheran Church
6021 Northwest Blvd.Description: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Coffee and snack will be provided.
Contact: Colin Mildred, colin.mildred@thrivent.com Register online - Details
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Presented by: Diane I. Stewart, Financial Associate Time: 9:45 – 10:45 a.m. Location: St. John's Lutheran Church
South 7th StreetDescription: Gain peace of mind today by ensuring that your estate passes according to your wishes in years to come. There are steps you can take to manage your assets during your lifetime, transfer assets smoothly, avoid probate and reduce family stress.
Coffee and snack will be provided.
Contact: Al Welch, adwelch@cox.net Register online - Details
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Presented by: Diane I. Stewart, Financial Associate Time: 1:00 – 2:00 p.m. Location: Carson Community Center
316 S. CommercialDescription: Gain peace of mind today by ensuring that your estate passes according to your wishes in years to come. There are steps you can take to manage your assets during your lifetime, transfer assets smoothly, avoid probate and reduce family stress.
Coffee and snack will be provided.
Contact: Paul Jensen, jensen.superx@att.net Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
Kansas
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
Kentucky
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
Louisiana
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
Maine
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
Maryland
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
Massachusetts
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
Michigan
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Presented by: Holly Hempton, Financial Associate Time: 7:00–8:00 p.m. Location: Bayside Restaurant
142 E. Walled Lake DriveDescription: Developing a sound financial strategy can provide peace of mind. This workshop can help you get started protecting what you value and managing your cash flow. Other topics include investing wisely so you can retire with confidence.
Coffee and snack will be provided.
Contact: Holly Hempton, holly.hempton@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
Minnesota
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Presented by: Amy Lindgren, Job Strategist Time: 9:30 – 11:30 a.m. Location: Hastings City Hall, Second Floor
101 4th Street EastDescription: When it comes to a job transition, it is important to think beyond resumes and interviews. During this workshop, participants will gain tools to help them experience a more positive job search while remaining focused, productive and motivated. Resources for navigating the transition financially, emotionally and spiritually are incorporated into the workshop.
Amy Lindgren, an expert job strategist for 25 years and a nationally-syndicated employment columnist, (Sundays in the St. Paul Pioneer Press) will lead these fast-paced, interactive sessions. Continental breakfast will be provided. Amy Lindgren is not affiliated with or endorsed by Thrivent Financial for Lutherans. The views expressed in this presentation by Amy are her own and not necessarily those of Thrivent Financial or its affiliates. Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with an attorney or tax advisor for specific advice.
Contact: Teresa Liesenfeld, teresa.liesenfeld@thrivent.com Register online - Details
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Presented by: Herman Blasing, Financial Associate Time: 6:30 – 7:30 p.m. Location: Cook School
306 E. Vermillion Blvd.Description: This fun, interactive program can help you explore ways to enhance the richness of retirement and meet personal goals regarding your family and legacy. Facts and questions are designed to help you understand the longevity revolution, its opportunities and challenges. Prepare to be motivated to envision your retirement, set goals and achieve them.
Contact: Herman Blasing, herman.blasing@thrivent.com Register online - Details
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Presented by: Joe Miedema, Financial Associate Time: 9:00 – 10:00 a.m. Location: East Grand Forks City Library
422 4th St. NWDescription: Learn about the steps you can take to keep your business in the family. Gain a basic understanding of how to protect your assets today and in the future, identify and overcome transition obstacles, and develop a plan for a smooth business transition that maintains family harmony.
Coffee and snack will be provided.
Contact: Joe Miedema, joe.miedema@thrivent.com Register online - Details
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Presented by: Matt Stamerjohn, Financial Associate Time: 9:00 a.m. – 12:00 p.m. Location: Grandpa's Event Center
31846 65th AvenueDescription: This values-based workshop is designed for parents and their young teens ages 11-14. During the workshop, parents and teens will learn how to make intentional choices about sharing, saving and spending money and talk about money and values in their family. A game format sparks discussion about money influences and choices.
Lunch will be provided.
Contact: Lorie Hirssig, lorie.hirssig@thrivent.com Register online - Details
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Presented by: Ole Larson, Financial Associate Time: 6:00 – 7:00 p.m. Location: Esko School
2 Hwy 61 EDescription: Gain peace of mind today by ensuring that your estate passes according to your wishes in years to come. There are steps you can take to manage your assets during your lifetime, transfer assets smoothly, avoid probate and reduce family stress.
Contact: Ole Larson, ole.larson@thrivent.com Register online - Details
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Presented by: Benjamin D. Weerts, Financial Associate Time: 6:00 – 7:00 p.m. Location: Grand Rapids Area Library
140 SE 2nd St.Description: This fun, interactive program can help you explore ways to enhance the richness of retirement and meet personal goals regarding your family and legacy. Facts and questions are designed to help you understand the longevity revolution, its opportunities and challenges. Prepare to be motivated to envision your retirement, set goals and achieve them.
Contact: Ben Weerts, fldcaniretire@thrivent.com Register online - Details
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Presented by: Gary Zinter, Financial Associate Time: 6:30 – 7:30 p.m. Location: Shepherd of the Lake Lutheran
2014 7th Ave.Description: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
Contact: Gary Zinter, gary.zinter@thrivent.com Register online - Details
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Presented by: Amy Lindgren Time: 9:30 a.m. – 11:30 a.m. Location: Eagan Community Center, South Oaks Room
1501 Central ParkwayDescription: Amy Lindgren, an expert job strategist for 25 years and a nationally-syndicated employment columnist (Sundays in the St. Paul Pioneer Press) will lead these fast-paced, interactive sessions. All who attend will receive a Pocket Job Series book written by Amy Lindgren.
Continental breakfast will be provided. Amy Lindgren is not affiliated with or endorsed by Thrivent Financial for Lutherans. The views expressed in this presentation by Amy Lindgren are her own and not necessarily those of Thrivent Financial or its affiliates. Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with an attorney or tax advisor for specific advice.
Contact: Teresa Liesenfeld, teresa.liesenfeld@thrivent.com Register online - Details
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Presented by: Herman Blasing, Financial Associate Time: 6:00 – 8:00 p.m. Location: Tower School
415 N. 2nd St.Description: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
How to Thrive in Retirement workshop will also be presented. This fun, interactive program can help you explore ways to enhance the richness of retirement and meet personal goals regarding your family and legacy. Facts and questions are designed to help you understand the longevity revolution, its opportunities and challenges. Prepare to be motivated to envision your retirement, set goals and achieve them.
Contact: Herman Blasing, herman.blasing@thrivent.com Register online - Details
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Presented by: Catherine Byers Breet, Recruiting Veteran Time: 1:00 – 3:00 p.m. Location: St. Philip the Deacon Lutheran Church
17205 County Road 6Description: If you have experienced job loss, or know someone who has, this workshop will help. A professional job coach will inspire and empower you to differentiate yourself in a tight job market, network for success and interview to win. And, Thrivent Financial representatives will address the underlying question, "How do I manage my expenses to survive this difficult financial time?"
Beverages will be provided. Catherine Byers Breet is not affiliated with or endorsed by Thrivent Financial for Lutherans. The views expressed in this presentation by Catherine Byers Breet are her own and not necessarily those of Thrivent Financial or its affiliates. Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with an attorney or tax advisor for specific advice.
Contact: Brittney Watts, brittney.watts@thrivent.com Register online - Details
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Presented by: Herman Blasing, Financial Associate Time: 6:00 – 7:00 p.m. Location: Ely High School
600 E. Harvey StreetDescription: This session will focus on some of the personal and financial issues that you or you and your spouse may face as you enter the retirement years, and to help prepare you for the unexpected. It will cover what long-term care is, the risk of needing long-term care, and the associated costs. Long-term care insurance is marketed through Thrivent Financial for Lutherans' wholly owned subsidiary insurance brokerage agency.
Contact: Herman Blasing, herman.blasing@thrivent.com Register online - Details
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Presented by: David Frick, Financial Associate Time: 9:15 – 10:15 a.m. Location: Trinity Lone Oak Lutheran Church
2950 Highway 55Description: This interactive workshop is for people who want to manage their money in a way that aligns with their values. Six 90-minute sessions include practical topics such as stewardship and values, communicating about money, finding money to save, and credit and debt. Identify what's most important in your life and make sharing, saving and spending decisions that correspond.
Workshops will be held on Sundays beginning March 21 in the Multi Purpose Room (Gymnasium). Coffee and snack will be provided.
Contact: David Frick, david.frick@thrivent.com Register online - Details
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Presented by: Benjamin D. Weerts, Financial Associate Time: 6:00 – 7:00 p.m. Location: Grand Rapids Area Library
140 SE 2nd St.Description: This fun, interactive program can help you explore ways to enhance the richness of retirement and meet personal goals regarding your family and legacy. Facts and questions are designed to help you understand the longevity revolution, its opportunities and challenges. Prepare to be motivated to envision your retirement, set goals and achieve them.
Contact: Ben Weerts, fldcaniretire@thrivent.com Register online - Details
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Presented by: Kevin Schwartz, Financial Associate Time: 7:30 – 8:30 p.m. Location: St. Phillips Lutheran Church
6180 Hwy 65Description: This values-based workshop is designed for parents and their young teens ages 11-14. During the workshop, parents and teens will learn how to make intentional choices about sharing, saving and spending money and talk about money and values in their family. A game format sparks discussion about money influences and choices.
Contact: Kevin Schwartz, kevin.schwartz@thrivent.com Register online - Details
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Presented by: Herman Blasing, Financial Associate Time: 6:00 – 7:00 p.m. Location: Tower School
415 N. 2nd St.Description: Gain peace of mind today by ensuring that your estate passes according to your wishes in years to come. There are steps you can take to manage your assets during your lifetime, transfer assets smoothly, avoid probate and reduce family stress.
Contact: Herman Blasing, herman.blasing@thrivent.com Register online - Details
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Presented by: Herman Blasing, Financial Associate Time: 6:00 – 7:00 p.m. Location: Tower School
415 N. 2nd St.Description: This session will focus on some of the personal and financial issues that you or you and your spouse may face as you enter the retirement years, and to help prepare you for the unexpected. It will cover what long-term care is, the risk of needing long-term care, and the associated costs. Long-term care insurance is marketed through Thrivent Financial for Lutherans' wholly owned subsidiary insurance brokerage agency.
Contact: Herman Blasing, herman.blasing@thrivent.com Register online - Details
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Presented by: Andy Nimmo, Financial Associate Time: 6:30 – 7:30 p.m. Location: Trinity Lutheran Church
513 Madison St. SEDescription: This values-based workshop is designed for parents and their young teens ages 11-14. During the workshop, parents and teens will learn how to make intentional choices about sharing, saving and spending money and talk about money and values in their family. A game format sparks discussion about money influences and choices.
Contact: Andy Nimmo, andy.nimmo@thrivent.com Register online - Details
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Presented by: Tony Mason, Financial Associate Time: 1:00 – 2:00 p.m. Location: Holy Nativity Lutheran Church
3900 Winnetka Ave. NDescription: It is less difficult to find extra money than most people think. This workshop will help you learn specific ways to increase your income and decrease your spending so that you will have more money to save. Plus, you will get the tools you need to create your own savings plan.
Contact: Lauren Steinbeck, lauren.steinbeck@thrivent.com Register online - Details
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Presented by: Tony Mason, Financial Associate Time: 6:30 – 7:30 p.m. Location: Holy Nativity Lutheran Church
3900 Winnetka Ave. NDescription: It is less difficult to find extra money than most people think. This workshop will help you learn specific ways to increase your income and decrease your spending so that you will have more money to save. Plus, you will get the tools you need to create your own savings plan.
Contact: Lauren Steinbeck, lauren.steinbeck@thrivent.com Register online - Details
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Presented by: Kelly Stratton, Financial Associate
Matthew Tonsager, Financial AssociateTime: Between Sunday Services, 50 minutes Location: Advent Lutheran Church
9475 Jefferson HighwayDescription: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Coffee and snack will be provided.
Contact: Kelly Stratton, kelly.stratton@thrivent.com Register online - Details
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Presented by: Dave Rasmussen, Financial Associate
Rachel Stulen, Financial Associate
Gwen Branstad, Financial Associate
Ted Contag, Financial AssociateTime: 9:30 – 11:00 a.m. Location: Bethlehem Lutheran Church
4100 Lyndale Ave. S.Description: Will the new law changes affect you? Attend this workshop to learn whether consumer credit card protection regulations, various tax credits and Roth IRA eligibility changes could have an impact on your financial situation in 2010. You will also gain an understanding of how Roth IRAs differ from traditional IRAs.
Contact: Lauren Steinbeck, lauren.steinbeck@thrivent.com Register online - Details
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Presented by: Jon Mueller, Financial Associate Time: 9:30 – 11:00 a.m. Location: Golden Valley Lutheran Church
5501 Glenwood Ave.Description: When it comes to a job transition, it is important to think beyond resumes and interviews. During this workshop, participants will gain tools to help them experience a more positive job search while remaining focused, productive and motivated. Resources for navigating the transition financially, emotionally and spiritually are incorporated into the workshop.
Contact: Lauren Steinbeck, lauren.steinbeck@thrivent.com Register online - Details
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Presented by: Rick Schwartz, Financial Associate Time: 1:00 – 2:30 p.m. Location: Elim Lutheran Church
3978 W Broadway AveDescription: When it comes to a job transition, it is important to think beyond resumes and interviews. During this workshop, participants will gain tools to help them experience a more positive job search while remaining focused, productive and motivated. Resources for navigating the transition financially, emotionally and spiritually are incorporated into the workshop.
Contact: Lauren Steinbeck, lauren.steinbeck@thrivent.com Register online - Details
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Presented by: Catherine Byers Breet, Recruiting Veteran Time: 1:00 – 3:00 p.m. Location: Lord of Life Lutheran Church
18500 County Road 101Description: If you have experienced job loss, or know someone who has, this workshop will help. A professional job coach will inspire and empower you to differentiate yourself in a tight job market, network for success and interview to win. And, Thrivent Financial representatives will address the underlying question, "How do I manage my expenses to survive this difficult financial time?"
Beverages will be provided. Catherine Byers Breet is not affiliated with or endorsed by Thrivent Financial for Lutherans. The views expressed in this presentation by Catherine Byers Breet are her own and not necessarily those of Thrivent Financial or its affiliates. Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with an attorney or tax advisor for specific advice.
Contact: Brittney Watts, brittney.watts@thrivent.com Register online - Details
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Presented by: J.J. Johnson, Financial Associate Time: 9:30 – 11:00 a.m. Location: Prince of Peace Lutheran Church
7217 W Broadway Ave.Description: When it comes to a job transition, it is important to think beyond resumes and interviews. During this workshop, participants will gain tools to help them experience a more positive job search while remaining focused, productive and motivated. Resources for navigating the transition financially, emotionally and spiritually are incorporated into the workshop.
Contact: Lauren Steinbeck, lauren.steinbeck@thrivent.com Register online - Details
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Presented by: Dave Rasmussen, Financial Associate
Rachel Stulen, Financial AssociateTime: 9:30 – 11:00 a.m. Location: House of Prayer
7625 Chicago Ave. SDescription: When it comes to a job transition, it is important to think beyond resumes and interviews. During this workshop, participants will gain tools to help them experience a more positive job search while remaining focused, productive and motivated. Resources for navigating the transition financially, emotionally and spiritually are incorporated into the workshop.
Contact: Lauren Steinbeck, lauren.steinbeck@thrivent.com Register online - Details
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Presented by: Roger Grumdahl, Financial Associate Time: 1:00 – 2:30 p.m. Location: Hope Lutheran Church
5200 Emerson Ave. NDescription: When it comes to a job transition, it is important to think beyond resumes and interviews. During this workshop, participants will gain tools to help them experience a more positive job search while remaining focused, productive and motivated. Resources for navigating the transition financially, emotionally and spiritually are incorporated into the workshop.
Contact: Lauren Steinbeck, lauren.steinbeck@thrivent.com Register online - Details
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Presented by: Matt Forsman, Financial Associate Time: 1:00 – 2:00 p.m. Location: St. James Lutheran Church
6700 46th Place N.Description: Good debt, bad debt: What is the difference? This workshop will help you understand credit and how your credit score and credit history affect your ability to borrow money. You will also learn how to reduce your debt. "You can run into debt, but you have to crawl out."
Contact: Lauren Steinbeck, lauren.steinbeck@thrivent.com Register online - Details
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Presented by: Dave Rasmussen, Financial Associate
Rachel Stulen, Financial AssociateTime: 1:00 – 2:30 p.m. Location: Calvary Lutheran Church
3901 Chicago Ave.Description: When it comes to a job transition, it is important to think beyond resumes and interviews. During this workshop, participants will gain tools to help them experience a more positive job search while remaining focused, productive and motivated. Resources for navigating the transition financially, emotionally and spiritually are incorporated into the workshop.
Contact: Lauren Steinbeck, lauren.steinbeck@thrivent.com Register online - Details
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Presented by: Matt Forsman, Financial Associate Time: 6:30 – 7:30 p.m. Location: St. James Lutheran Church
6700 46th Place N.Description: Good debt, bad debt: What is the difference? This workshop will help you understand credit and how your credit score and credit history affect your ability to borrow money. You will also learn how to reduce your debt. "You can run into debt, but you have to crawl out."
Contact: Lauren Steinbeck, lauren.steinbeck@thrivent.com Register online - Details
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Presented by: Dave Rasmussen, Financial Associate
Rachel Stulen, Financial AssociateTime: 9:30 – 11:00 a.m. Location: Nokomis Heights Lutheran Church
5300 10th Ave. SDescription: When it comes to a job transition, it is important to think beyond resumes and interviews. During this workshop, participants will gain tools to help them experience a more positive job search while remaining focused, productive and motivated. Resources for navigating the transition financially, emotionally and spiritually are incorporated into the workshop.
Contact: Lauren Steinbeck, lauren.steinbeck@thrivent.com Register online - Details
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Presented by: Gary W. Schmidt, Financial Associate Time: 9:30 – 11:00 a.m. Location: House of Hope
4800 Boone Ave. NDescription: When it comes to a job transition, it is important to think beyond resumes and interviews. During this workshop, participants will gain tools to help them experience a more positive job search while remaining focused, productive and motivated. Resources for navigating the transition financially, emotionally and spiritually are incorporated into the workshop.
Contact: Lauren Steinbeck, lauren.steinbeck@thrivent.com Register online - Details
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Presented by: Kelly Stratton, Financial Associate
Matthew Tonsager, Financial AssociateTime: Between Sunday Services, 50 minutes Location: Advent Lutheran Church
9475 Jefferson HighwayDescription: Your charitable decisions today can have an impact well into the future. Discover how being a steward of your time, talents and treasures can provide a powerful gift to your congregation and other charitable organizations. Learn about financial tools that may decrease your taxes and/or supplement retirement income.
Coffee and snack will be provided.
Contact: Kelly Stratton, kelly.stratton@thrivent.com Register online - Details
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Presented by: Ole Larson, Financial Associate Time: 6:00 – 7:00 p.m. Location: Esko School
2 Hwy 61 EDescription: Gain peace of mind today by ensuring that your estate passes according to your wishes in years to come. There are steps you can take to manage your assets during your lifetime, transfer assets smoothly, avoid probate and reduce family stress.
Contact: Ole Larson, ole.larson@thrivent.com Register online - Details
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Presented by: Amy Lindgren Time: 9:30 a.m. – 11:30 a.m. Location: Eagan Community Center, South Oaks Room
1501 Central ParkwayDescription: Amy Lindgren, an expert job strategist for 25 years and a nationally-syndicated employment columnist (Sundays in the St. Paul Pioneer Press) will lead these fast-paced, interactive sessions. All who attend will receive a Pocket Job Series book written by Amy Lindgren.
Continental breakfast will be provided. Amy Lindgren is not affiliated with or endorsed by Thrivent Financial for Lutherans. The views expressed in this presentation by Amy Lindgren are her own and not necessarily those of Thrivent Financial or its affiliates. Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with an attorney or tax advisor for specific advice.
Contact: Teresa Liesenfeld, teresa.liesenfeld@thrivent.com Register online - Details
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Presented by: Gary Schmidt, Financial Associate Time: 1:00 – 2:00 p.m. Location: House of Hope
4800 Boone Ave. NDescription: Sound dull? Not when your money and your retirement are at stake. This workshop will help you build and manage a budget, plus track progress on your financial goals with a basic recordkeeping system.
Contact: Lauren Steinbeck, lauren.steinbeck@thrivent.com Register online - Details
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Presented by: Gary Schmidt, Financial Associate Time: 6:30 – 7:30 p.m. Location: House of Hope
4800 Boone Ave. NDescription: Sound dull? Not when your money and your retirement are at stake. This workshop will help you build and manage a budget, plus track progress on your financial goals with a basic recordkeeping system.
Contact: Lauren Steinbeck, lauren.steinbeck@thrivent.com Register online - Details
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Presented by: Chad Reisner, Financial Associate Time: 10:45 – 11:45 a.m. Location: St. Paul Lutheran Church
13207 Lake Street ExtDescription: Your charitable decisions today can have an impact well into the future. Discover how being a steward of your time, talents and treasures can provide a powerful gift to your congregation and other charitable organizations. Learn about financial tools that may decrease your taxes and/or supplement retirement income.
Contact: Chad Reisner, chad.reisner@thrivent.com Register online - Details
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Presented by: Kristin Lammi, Financial Associate Time: 11:30 a.m. – 1:00 p.m. Location: Peace in Christ Lutheran Church
5007 Maple Grove RoadDescription: This values-based, money management workshop consists of a simultaneous parent session and lesson for kids ages 6-10. Parents gain a better understanding of how to reflect on the values they want their kids to learn and practical tools to make teaching about money fun. Kids discover three basic money choices: share, save and spend and begin to understand that money can be used to help others.
Contact: Kristin Lammi, kristin.lammi@thrivent.com Register online - Details
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Presented by: Tony Mason, Financial Associate Time: 1:00 – 2:00 p.m. Location: First Lutheran Church of Crystal
7708 62nd Ave N.Description: This workshop has the basics that everyone should know: stocks, bonds, mutual funds, annuities. Understanding these basic concepts will help you ask questions so that you can be more confident in investment decisions.
Contact: Lauren Steinbeck, lauren.steinbeck@thrivent.com Register online - Details
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Presented by: Tony Mason, Financial Associate Time: 6:30 – 7:30 p.m. Location: First Lutheran Church of Crystal
7708 62nd Ave N.Description: This workshop has the basics that everyone should know: stocks, bonds, mutual funds, annuities. Understanding these basic concepts will help you ask questions so that you can be more confident in investment decisions.
Contact: Lauren Steinbeck, lauren.steinbeck@thrivent.com Register online - Details
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Presented by: Kevin Schwartz, Financial Associate Time: 12:00 – 1:30 p.m. Location: Fridley Community Center, Room 109
6075 7th St.NEDescription: Are you engaged or recently married and seeking common ground with your partner on money management? Better understand how values and attitudes affect the money decisions you make. You can learn to manage your money together by setting goals and using a budget to reach them.
Please attend as a couple.
Contact: Kevin Schwartz, kevin.schwartz@thrivent.com Register online - Details
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Presented by: Catherine Byers Breet, Recruiting Veteran Time: 10:00 a.m.– 12:00 p.m. Location: Mount Calvary Lutheran Church
301 County Road 19Description: If you have experienced job loss, or know someone who has, this workshop will help. A professional job coach will inspire and empower you to differentiate yourself in a tight job market, network for success and interview to win. And, Thrivent Financial representatives will address the underlying question, "How do I manage my expenses to survive this difficult financial time?"
Beverages will be provided. Catherine Byers Breet is not affiliated with or endorsed by Thrivent Financial for Lutherans. The views expressed in this presentation by Catherine Byers Breet are her own and not necessarily those of Thrivent Financial or its affiliates. Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with an attorney or tax advisor for specific advice.
Contact: Brittney Watts, brittney.watts@thrivent.com Register online - Details
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Presented by: Roger Grumdahl, Financial Associate Time: 1:00 a.m.– 2:00 p.m. Location: Faith Lilac Way Lutheran Church
5530 42nd Ave. NDescription: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Contact: Lauren Steinbeck, lauren.steinbeck@thrivent.com Register online - Details
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Presented by: Roger Grumdahl, Financial Associate Time: 6:30 – 7:30 p.m. Location: Faith Lilac Way Lutheran Church
5530 42nd Ave. NDescription: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Contact: Lauren Steinbeck, lauren.steinbeck@thrivent.com Register online - Details
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Presented by: Amy Lindgren Time: 9:30 a.m. – 11:30 a.m. Location: Eagan Community Center, South Oaks Room
1501 Central ParkwayDescription: Amy Lindgren, an expert job strategist for 25 years and a nationally-syndicated employment columnist (Sundays in the St. Paul Pioneer Press) will lead these fast-paced, interactive sessions. All who attend will receive a Pocket Job Series book written by Amy Lindgren.
Continental breakfast will be provided. Amy Lindgren is not affiliated with or endorsed by Thrivent Financial for Lutherans. The views expressed in this presentation by Amy Lindgren are her own and not necessarily those of Thrivent Financial or its affiliates. Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with an attorney or tax advisor for specific advice.
Contact: Teresa Liesenfeld, teresa.liesenfeld@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
Mississippi
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
Missouri
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Presented by: John Martin, Financial Associate Time: 10–11:15 a.m. Location: Lee's Summit Office Suites, 2nd Floor Conference Room
200 NE Missouri Rd.Description: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
Located on the 2nd floor of the Lee's Summit Office Suites behind the Hampton Inn at the Douglas St. exit of I-470.
Contact: Lisa Martin, lisa.martin@thrivent.com Register online - Details
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Presented by: John Martin, Financial Associate Time: 1–2:15 p.m. Location: Lee's Summit Office Suites, 2nd Floor Conference Room
200 NE Missouri Rd.Description: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
Located on the 2nd floor of the Lee's Summit Office Suites behind the Hampton Inn at the Douglas St. exit of I-470.
Contact: Lisa Martin, lisa.martin@thrivent.com Register online - Details
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Presented by: John Martin, Financial Associate Time: 3–4:15 p.m. Location: Lee's Summit Office Suites, 2nd Floor Conference Room
200 NE Missouri Rd.Description: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
Located on the 2nd floor of the Lee's Summit Office Suites behind the Hampton Inn at the Douglas St. exit of I-470.
Contact: Lisa Martin, lisa.martin@thrivent.com Register online - Details
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Presented by: John Martin, Financial Associate Time: 7–8:15 p.m. Location: Lee's Summit Office Suites, 2nd Floor Conference Room
200 NE Missouri Rd.Description: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
Located on the 2nd floor of the Lee's Summit Office Suites behind the Hampton Inn at the Douglas St. exit of I-470.
Contact: Lisa Martin, lisa.martin@thrivent.com Register online - Details
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Presented by: David Wegenke, Partner Time: 7–8:00 p.m. Location: Fellowship Hall
9153 East Milton AvenueDescription: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
This event will be catered.
Contact: Chris Biesterfeld, chris.biesterfeld@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
Montana
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
Nebraska
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
Nevada
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Presented by: Gary Heckmann, Financial Consultant Time: 10:30 – 11:30 a.m. Location: Redeemer Lutheran Church
1900 N Pecos RdDescription: Your charitable decisions today can have an impact well into the future. Discover how being a steward of your time, talents and treasures can provide a powerful gift to your congregation and other charitable organizations. Learn about financial tools that may decrease your taxes and/or supplement retirement income.
Coffee and snacks will be provided. Pastor Rod McPherson is not affiliated with or endorsed by Thrivent Financial for Lutherans. The views expressed in this presentation by Pastor Rod McPherson are his own and not necessarily those of Thrivent Financial or its affiliates. Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with an attorney or tax advisor for specific advice.
Contact: Pastor Rod McPherson, redeemer_lcms@redeemerlasvegas.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
New Hampshire
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
New Jersey
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Presented by: Charles Etzweiler, MBA, Director of Wholesaling Time: 1:00 – 2:00 p.m. Location: Trinity Lutheran Church
131 Mountain WayDescription: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Coffee and snack will be provided.
Contact: Bruce Kleindienst, bruce.kleindienst@thrivent.com Register online - Details
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Presented by: Charles Etzweiler, MBA, Director of Wholesaling Time: 7:00 – 8:00 p.m. Location: Hillside Lutheran Church
113 S. Hillside Ave.Description: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Contact: Bruce Kleindienst, bruce.kleindienst@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
New Mexico
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
New York
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Presented by: Joseph Mynio, MBA, Financial Associate Time: 7:00 p.m. – 8:00 p.m. Location: Pinnacle Lutheran Church
250 Pinnacle RoadDescription: If you were one of the 9.9 million Americans victimized by identity theft in 2008, you understand the need for this educational workshop (Javelin Identity Fraud Survey, 2009). During this educational workshop, participants learn how identity theft can occur, tips to protect themselves and steps to take if this growing crime happens to them.
Use 14623 zip code if using mapping software.
Contact: Georgette Peterson, georgette.peterson@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
North Carolina
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
North Dakota
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Presented by: Don Mahlen, FIC, CFP, Financial Associate Time: 1:30 – 3:00 p.m. Location: Lakota Community Center
404 Hwy 2 WestDescription: Learn about the steps you can take to keep your business in the family. Gain a basic understanding of how to protect your assets today and in the future, identify and overcome transition obstacles, and develop a plan for a smooth business transition that maintains family harmony.
Coffee and snack will be provided.
Contact: Dean Greuel, dean.greuel@thrivent.com Register online - Details
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Presented by: Don Mahlen, FIC, CFP, Financial Associate Time: 1:00 – 1:50 p.m. Location: Admin. Building at HRE
9230 County RD.1Description: Learn about the steps you can take to keep your business in the family. Gain a basic understanding of how to protect your assets today and in the future, identify and overcome transition obstacles, and develop a plan for a smooth business transition that maintains family harmony.
Coffee and snack will be provided. The class is at the Hankinson Renewable Energy Ethanol Plant in Hankinson ND.
Contact: Anthony Wahler, anthony.wahler@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
Ohio
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Presented by: Matt Buehrer, Financial Associate
Fran Stockert, Financial AssociateTime: 6:00 – 7:30 p.m. Location: The Reserve
475 Congress Park DriveDescription: If you were one of the 9.9 million Americans victimized by identity theft in 2008, you understand the need for this educational workshop (Javelin Identity Fraud Survey, 2009). During this educational workshop, participants learn how identity theft can occur, tips to protect themselves and steps to take if this growing crime happens to them.
Dinner will be provided. The Reserve is located on the corner of Paragon and Congress Park across from the Washington Tower Post Office.
Contact: Fran Stockert, fran.stockert@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
Oklahoma
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Presented by: Daryl Osmus, Financial Associate
Scott Schaefer, Financial AssociateTime: 10:45 – 11:45 a.m. Location: Our Savior Lutheran Church
6501 Northwest 23rd StreetDescription: This values-based workshop is designed for parents and their young teens ages 11-14. During the workshop, parents and teens will learn how to make intentional choices about sharing, saving and spending money and talk about money and values in their family. A game format sparks discussion about money influences and choices.
Coffee and snack will be provided.
Contact: Daryl Osmus, daryl.osmus@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
Oregon
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Presented by: Ronald D Mohr, ChFC, FIC and Jason Drews, FIC, Financial Consultants Time: 10:00 – 11:30 a.m. Location: Roth's Hospitality Center
1130 Wallace Rd NWDescription: If you are nearing retirement or already there, you need to make important decisions about how to receive distributions from your retirement accounts. Learn how to get the most out of your investments, including strategies to make your money to keep working in retirement and options for continued tax-deferral.
Coffee and snack will be provided. Directions:Wallace Rd NW, East on Glen Creek, parking and entrance behind the Roth's Market
Contact: Virginia Mohr, virginia.mohr@thrivent.com Register online - Details
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Presented by: Ronald D. Mohr, FIC, ChFC and Jason Drews, FIC, Financial Consultants Time: 9:30 – 11:00 a.m. Location: Roth's Hospitality Center
1130 Wallace Rd NWDescription: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Coffee and snack will be provided. Directions:Wallace Rd NW, East on Glen Creek, parking and entrance behind the Roth's Market
Contact: Virginia Mohr, virginia.mohr@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
Pennsylvania
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Presented by: Michael P. Gallagher, FIC, Financial Associate Time: 6:30 –8:30 p.m. Location: Faith Lutheran Church (Hametown)
Route 940Description: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
Refreshments will be provided.
Contact: Rhonda Carl, southcentralpagroup@thrivent.com Register online - Details
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Presented by: Torie Yoder, Financial Associate Time: 1:00 –2:00 p.m. Location: Immanuel Lutheran Church (Hametown)
238 Reese StreetDescription: Your charitable decisions today can have an impact well into the future. Discover how being a steward of your time, talents and treasures can provide a powerful gift to your congregation and other charitable organizations. Learn about financial tools that may decrease your taxes and/or supplement retirement income.
Lunch will be provided.
Contact: Torie Yoder, torie.yoder@thrivent.com Register online - Details
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Presented by: Michael P. Smith, Financial Associate Time: 4:00 – 7:00 p.m. Location: Big Spring United Lutheran Church, Fellowship Hall
101 Crossroad School Rd.Description: There are steps you can take to be financially prepared for retirement, whether you have years or decades to plan ahead. Learn about calculating the cost of retirement, how inflation affects spending power and some important investment strategies to protect your nest egg.
Spring Ahead Chapter Potluck
Contact: Rhonda Carl, southcentralpagroup@thrivent.com Register online - Details
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Presented by: Rusty Dicks,LUTCF, FIC, Financial Associate Time: 4:00 – 7:00 p.m. Location: Big Spring United Lutheran Church, Fellowship Hall
101 Crossroad School RdDescription: If your child may attend college someday, this workshop will help you understand current college education costs as a way to project future costs. Learn about the various funding options and their potential tax advantages. You will also discuss the pros and cons of alternative funding options, such as loans and financial aid.
Potluck Supper
Contact: South Central PA Group, southcentralpagroup@thrivent.com Register online - Details
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Presented by: Charlotte Gross, MBA, CFP, Financial Associate Time: 7:00 –8:30 p.m. Location: Starlite Diner
Routes 100 and I-78Description: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
Coffee and snack will be provided. Meeting will be held in rear private dining room.
Contact: Charlotte Gross, charlotte.gross@thrivent.com Register online - Details
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Presented by: Charlotte Gross, MBA, CFP, Financial Associate Time: 7:00 –8:30 p.m. Location: Starlite Diner
Routes 100 and I-78Description: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
Coffee and snack will be provided. Meeting will be held in left rear private dining room.
Contact: Charlotte Gross, charlotte.gross@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
Rhode Island
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
South Carolina
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
South Dakota
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
Tennessee
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Presented by: Jack Ficken, FICF, FIC, Financial Associate
Luke Ficken, Financial AssociateTime: 12:00 – 1:00 p.m. Location: Faith Lutheran-Temporarily located at Heritage Elementary
4801 Columbia PikeDescription: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
Lunch will be provided.
Contact: Junae Ficken, junae.ficken@thrivent.com Register online - Details
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Presented by: Jack Ficken, FICF, FIC, Financial Associate
Luke Ficken, Financial AssociateTime: Immediately following second services Location: St. John Lutheran Church
2300 Highway 96Description: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
Lunch will be provided.
Contact: Junae Ficken, junae.ficken@thrivent.com Register online - Details
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Presented by: Jack Ficken, FICF, FIC, Financial Associate
Luke Ficken, Financial AssociateTime: Immediately following second services Location: St. Andrew Lutheran Church
908 Murfreesboro RoadDescription: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
Lunch will be provided.
Contact: Junae Ficken, junae.ficken@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
Texas
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Presented by: Kurt Goedecke CLU, Chfc Time: 4:40 – 5:40 p.m. Location: Robinson-Westchase Neighborhood Library
3223 WilcrestDescription: If you are nearing retirement or already there, you need to make important decisions about how to receive distributions from your retirement accounts. Learn how to get the most out of your investments, including strategies to make your money to keep working in retirement and options for continued tax-deferral.
Contact: Kurt Goedecke, Kurt.Goedecke@Thrivent.com Register online - Details
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Presented by: Kurt Goedecke CLU, Chfc Time: 4:30 – 5:30 p.m. Location: Kendall Neighborhood Library
609 N. EldridgeDescription: If you are nearing retirement or already there, you need to make important decisions about how to receive distributions from your retirement accounts. Learn how to get the most out of your investments, including strategies to make your money to keep working in retirement and options for continued tax-deferral.
Contact: Kurt Goedecke, Kurt.Goedecke@Thrivent.com Register online - Details
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Presented by: Gerry Hughes, FIC, Senior Financial Consultant
Gordon Wagoner, FIC, Financial ConsultantTime: 7:00 – 8:30 p.m. Location: Faith Lutheran Church
1701 E. Park BoulevardDescription: This interactive workshop is for people who want to manage their money in a way that aligns with their values. Six 90-minute sessions include practical topics such as stewardship and values, communicating about money, finding money to save, and credit and debt. Identify what's most important in your life and make sharing, saving and spending decisions that correspond.
Wednesdays: 4-14-10 through 5-19-10
Contact: Gordon Wagner, gordon.wagner@thrivent.com Register online - Details
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Presented by: David Steubing, FIC
Kurt Rogerson, FICTime: 7:00 – 8:30 p.m. Location: Trinity Lutheran Church, Fellowship Hall
3536 YMCA DriveDescription: If your child may attend college someday, this workshop will help you understand current college education costs as a way to project future costs. Learn about the various funding options and their potential tax advantages. You will also discuss the pros and cons of alternative funding options, such as loans and financial aid.
Coffee and snack will be provided. Sponsored by the San Angelo Area Chapter, #30111
Contact: David Steubing, FIC, David.Steubing@Thrivent.com Register online - Details
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Presented by: Yvonne Dean, CFP(R),FIC, Partner Time: 12:00 – 1:30 p.m. Location: Sonoma Grill and Wine Bar
380 Parker SquareDescription: From budgeting and investment principles to family and retirement considerations, this workshop helps women better understand personal finances. It discusses the need to define dreams in order to make them achievable, ways to balance short- and long-term goals and processes for day-to-day money management. You can create your own financial independence, but it requires action!
Lunch will be provided.
Contact: Bob Pangrac, bob.pangrac@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
Utah
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
Vermont
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
Virginia
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Presented by: John W. Gerke, Chfc, CLU, CFP, FIC, Financial Associate Time: 7:00 – 8:00 p.m. Location: Emmanual Lutheran Church
23 Semple Farm RoadDescription: If you are facing life changes or transitions, take steps to create a plan for your life that incorporates your personal and financial values. Gain a better understanding of how your values drive behavior, and reflect on your life to help create your future based on goals you set.
Coffee and snack will be provided.
Contact: John W. Gerke, john.gerke@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
Washington
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Presented by: Michelle A. Clary, CFP,Financial Associate, CA Insurance ID 0E44140
David V. C. Pettey, FIC, Financial Associate, CA insurance ID 0G64569Time: 5:00 – 7:00 p.m. Location: Bethlehem Lutheran School
1409 S. GarfieldDescription: This values-based, money management workshop consists of a simultaneous parent session and lesson for kids ages 6-10. Parents gain a better understanding of how to reflect on the values they want their kids to learn and practical tools to make teaching about money fun. Kids discover three basic money choices: share, save and spend and begin to understand that money can be used to help others.
Space is limited to the first 30 adults and the first 25 kids. Children ages 3 - 15 are welcome to attend.
Contact: David Pettey, david.pettey@thrivent.com Register online - Details
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Presented by: Todd Swan, CFP, Financial Associate Time: 6:30 – 8:30 p.m. Location: Park Tower II-First Floor Conference Room
203 SE Park Plaza DriveDescription: This session will focus on some of the personal and financial issues that you or you and your spouse may face as you enter the retirement years, and to help prepare you for the unexpected. It will cover what long-term care is, the risk of needing long-term care, and the associated costs. Long-term care insurance is marketed through Thrivent Financial for Lutherans' wholly owned subsidiary insurance brokerage agency.
Coffee and snack will be provided.
Contact: Todd Swan, todd.swan@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
West Virginia
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
There are no workshops planned at this time.
Wisconsin
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Presented by: Allen Mazuk, FIC, Financial Associate Time: 2:00–3:30 p.m. Location: Hope Lutheran Church
2226 Eddy LaneDescription: When it comes to a job transition, it is important to think beyond resumes and interviews. During this workshop, participants will gain tools to help them experience a more positive job search while remaining focused, productive and motivated. Resources for navigating the transition financially, emotionally and spiritually are incorporated into the workshop.
Located on the corner of Eddy and Star, on the north side of Eau Claire. Church phone is 716-832-1414.
Contact: Allen Mazuk, allen.mazuk@thrivent.com Register online - Details
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Presented by: Bill Duesterbeck, Financial Associate Time: 3:00–4:30 p.m. Location: Lutherdale Bible Camp
N7891 US Hwy 12Description: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
Contact: Bill Duesterbeck, bill.duesterbeck@thrivent.com Register online - Details
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Presented by: Bill Duesterbeck, Financial Associate Time: 6:30–8:00 p.m. Location: Lutherdale Bible Camp
N7891 US Hwy 12Description: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
Contact: Bill Duesterbeck, bill.duesterbeck@thrivent.com Register online - Details
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Presented by: Thomas Bruckner, Managing Partner Time: 6:00–7:30 p.m. Location: St. John's Lutheran Church-Fellowship Hall
7877 North Port Washington Rd.Description: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
Hors d'oeuvres will be offered during the workshop.
Contact: Yvonne Holman, yvonne.holman@thrivent.com Register online - Details
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Presented by: Todd Gillingham, CFP, JD, CLU, ChFC, Financial Associate Time: 6:30–8:00 p.m. Location: Bethel Highlands-Children's Theater
504 Frontage Rd.Description: When it comes to a job transition, it is important to think beyond resumes and interviews. During this workshop, participants will gain tools to help them experience a more positive job search while remaining focused, productive and motivated. Resources for navigating the transition financially, emotionally and spiritually are incorporated into the workshop.
Bethel Highlands Church is located immediately north of Interstate 94, 1 mile east of the intersection of 94 and Carmichael.
Contact: Loretta Tobin, loretta.tobin@thrivent.com Register online - Details
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Presented by: Landon Wiese, FIC, Financial Associate Time: 6:30 – 7:30 p.m. Location: Christ the King
601 S. Washington RoadDescription: In life you may experience the unexpected: becoming sick or disabled, dying prematurely, or living too long, losing money in a bad investment. The Thrivent Financial Advisory Process can help you become better financially prepared to handle the harsh and unexpected realities of life; one of the prerequisites for financial success.
Coffee and snack will be provided.
Contact: Bob Bain, bob.bain@thrivent.com Register online - Details
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Presented by: Al Davies, FIC, Financial Associate Time: 9:15 a.m.– 10:15 a.m. Location: St. Paul Lutheran Church, Commons
200 N. CommercialDescription: This values-based, money management workshop consists of a simultaneous parent session and lesson for kids ages 6-10. Parents gain a better understanding of how to reflect on the values they want their kids to learn and practical tools to make teaching about money fun. Kids discover three basic money choices: share, save and spend and begin to understand that money can be used to help others.
Coffee and snack will be provided.
Contact: Bob Bain, bob.bain@thrivent.com Register online - Details
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Presented by: Ben Borchardt, FIC, Financial Associate Time: 9:15 a.m.– 10:15 a.m. Location: Zion Lutheran Church, Commons
8378 County Road WDescription: This values-based workshop is designed for parents and their young teens ages 11-14. During the workshop, parents and teens will learn how to make intentional choices about sharing, saving and spending money and talk about money and values in their family. A game format sparks discussion about money influences and choices.
Coffee and snack will be provided.
Contact: Bob Bain, bob.bain@thrivent.com Register online - Details
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Presented by: Matt Stamerjohn, Financial Associate Time: 8:30 – 9:30 a.m. Location: First Lutheran
310 E. Washington St.Description: This values-based, money management workshop consists of a simultaneous parent session and lesson for kids ages 6-10. Parents gain a better understanding of how to reflect on the values they want their kids to learn and practical tools to make teaching about money fun. Kids discover three basic money choices: share, save and spend and begin to understand that money can be used to help others.
Contact: Matt Stamerjohn, matt.stamerjohn@thrivent.com Register online - Details
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Presented by: Matt Stamerjohn, Financial Associate Time: 10:00 – 11:00 a.m. Location: First Lutheran
310 E. Washington St.Description: This values-based, money management workshop consists of a simultaneous parent session and lesson for kids ages 6-10. Parents gain a better understanding of how to reflect on the values they want their kids to learn and practical tools to make teaching about money fun. Kids discover three basic money choices: share, save and spend and begin to understand that money can be used to help others.
Contact: Matt Stamerjohn, matt.stamerjohn@thrivent.com Register online - Details
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Presented by: Kent Jensen, Financial Associate Time: 9:30 – 10:30 a.m. Location: St. Marcus
2215 N. Palmer St.Description: If you're facing life changes or transitions, take steps to create a plan for your life that incorporates your personal and financial values. Gain a better understanding of how your values drive behavior, and reflect on your life to help create your future based on goals you set.
Contact: Barbara Waala, barb.waala@thrivent.com Register online - Details
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Presented by: Jim Lonick, FIC, FC, Financial Associate Time: 5:45 – 6:45 p.m. Location: Beautiful Savior
2160 Packerland DriveDescription: This values-based workshop is designed for parents and their young teens ages 11-14. During the workshop, parents and teens will learn how to make intentional choices about sharing, saving and spending money and talk about money and values in their family. A game format sparks discussion about money influences and choices.
Coffee and snack will be provided.
Contact: Bob Bain, bob.bain@thrivent.com Register online - Details
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Presented by: The Gateway Associates Time: 10:00 – 11:00 a.m. Location: Holy Cross - The Trinity Center
W156N8131 Pilgrim RoadDescription: Understand that your legacy is much more than money-it's values, traditions and life lessons as well. You will take steps to identify your values, clarify your legacy intentions and create a plan to ensure your legacy is carried out.
Class will be held in the Trinity Center.
Contact: Brad Peterson, brad.peterson@thrivent.com Register online - Details
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Presented by: Kent Jensen, Production Manager, Thrivent Financial for Lutherans Time: 3:00 – 4:00 p.m. Location: 20700 Swenson Dr.
Lower Level Conference RoomDescription: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Light refreshments will be available.
Contact: Kent Jensen, kent.jensen@thrivent.com Register online - Details
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Presented by: Kent Jensen, Production Manager, Thrivent Financial for Lutherans Time: 6:30 – 7:30 p.m. Location: 20700 Swenson Dr.
Lower Level Conference RoomDescription: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Light refreshments will be available.
Contact: Kent Jensen, kent.jensen@thrivent.com Register online - Details
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Presented by: Kent Jensen, Production Manager, Thrivent Financial for Lutherans Time: 3:00 – 4:00 p.m. Location: 1227 Corporate Center Dr.
Lower Level Conference RoomDescription: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Light refreshments will be available.
Contact: Kent Jensen, kent.jensen@thrivent.com Register online - Details
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Presented by: Joey Falch, FIC, FC, Financial Associate
Gene Pagels, FIC, Financial AssociateTime: 5:30 – 6:30 p.m. Location: Grace Lutheran Church
10237 Greenwood LaneDescription: Gain peace of mind today by ensuring that your estate passes according to your wishes in years to come. There are steps you can take to manage your assets during your lifetime, transfer assets smoothly, avoid probate and reduce family stress.
Coffee and snack will be provided.
Contact: Joey Falch, joey.falch@thrivent.com Register online - Details
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Presented by: Kent Jensen, Production Manager, Thrivent Financial for Lutherans Time: 6:30 – 7:30 p.m. Location: 1227 Corporate Center Dr.
Lower Level Conference RoomDescription: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Light refreshments will be available.
Contact: Kent Jensen, kent.jensen@thrivent.com Register online - Details
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Presented by: Kent Jensen, Production Manager, Thrivent Financial for Lutherans Time: 3:00 – 4:00 p.m. Location: Weill Center Training Room
826 N. 8th St.Description: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Light refreshments will be available.
Contact: Kent Jensen, kent.jensen@thrivent.com Register online - Details
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Presented by: Max Sesing, Regional Support Associate Time: 6 – 7 p.m. Location: Faith Lutheran Church
120 Faith DriveDescription: This values-based workshop is designed for parents and their young teens ages 11-14. During the workshop, parents and teens will learn how to make intentional choices about sharing, saving and spending money and talk about money and values in their family. A game format sparks discussion about money influences and choices.
Contact: Matt Stamerjohn, matt.stamerjohn@thrivent.com Register online - Details
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Presented by: Kent Jensen, Production Manager, Thrivent Financial for Lutherans Time: 6:30 – 7:30 p.m. Location: Weill Center Training Room
826 N. 8th St.Description: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Light refreshments will be available.
Contact: Kent Jensen, kent.jensen@thrivent.com Register online - Details
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Presented by: Brian Dostalek, LUTCF, FIC, Financial Associate Time: 6:30 – 7:30 p.m. Location: Central Lutheran Church
100 W Rollin StreetDescription: Are you engaged or recently married and seeking common ground with your partner on money management? Better understand how values and attitudes affect the money decisions you make. You can learn to manage your money together by setting goals and using a budget to reach them.
Contact: Matt Stamerjohn, matt.stamerjohn@thrivent.com Register online - Details
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Presented by: Kent Jensen, Production Manager, Thrivent Financial for Lutherans Time: 3:00 – 4:00 p.m. Location: Radisson - Kenosha
11800 108th St.Description: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Light refreshments will be available.
Contact: Kent Jensen, kent.jensen@thrivent.com Register online - Details
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Presented by: Kent Jensen, Production Manager, Thrivent Financial for Lutherans Time: 6:30 – 7:30 p.m. Location: Radisson - Kenosha
11800 108th St.Description: This financial education event reviews factors that affect our current economy and financial markets. You will gain a better understanding of how emotions can influence decisions and when to seek professional financial guidance.
Light refreshments will be available.
Contact: Kent Jensen, kent.jensen@thrivent.com Register online - Details
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Presented by: Stan Grulke, Financial Associate Time: 6:30 – 7:30 p.m. Location: Dodge County Administration Building
127 East Oak StreetDescription: This values-based workshop is designed for parents and their young teens ages 11-14. During the workshop, parents and teens will learn how to make intentional choices about sharing, saving and spending money and talk about money and values in their family. A game format sparks discussion about money influences and choices.
Contact: Stan Grulke, stan.grulke@thrivent.com Register online - Details
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Presented by: Kent Jensen, Financial Associate Time: 9:30 – 10:30 a.m. Location: St. Marcus
2215 N. Palmer St.Description: Understand that your legacy is much more than money. It is values, traditions and life lessons as well. You will take steps to identify your values, clarify your legacy intentions and create a plan to ensure your legacy is carried out.
Contact: Barbara Waala, barb.waala@thrivent.com Register online - Details
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Presented by: Kent Jensen, Financial Associate Time: 12:00 – 1:00 p.m. Location: St. Marcus
2215 N. Palmer St.Description: Understand that your legacy is much more than money. It is values, traditions and life lessons as well. You will take steps to identify your values, clarify your legacy intentions and create a plan to ensure your legacy is carried out.
Contact: Barbara Waala, barb.waala@thrivent.com Register online - Details
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Presented by: Kent Jensen, Financial Associate Time: 5:15 – 6:15 p.m. Location: St. Marcus
2215 N. Palmer StreetDescription: Understand that your legacy is much more than money. It is values, traditions and life lessons as well. You will take steps to identify your values, clarify your legacy intentions and create a plan to ensure your legacy is carried out.
Contact: Barbara Waala, barb.waala@thrivent.com Register online - Details
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Presented by: Landon Wiese, FIC, Financial Associate Time: 6:30 – 7:30 p.m. Location: Christ the King Lutheran Church
601 S. Washington RoadDescription: Understand that your legacy is much more than money. It is values, traditions and life lessons as well. You will take steps to identify your values, clarify your legacy intentions and create a plan to ensure your legacy is carried out.
Coffee and snack will be provided.
Contact: Bob Bain, bob.bain@thrivent.com Register online - Details
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Presented by: Karen Hug, Partner Time: 11:30 a.m. – 1:00 p.m. Location: Wisconsin Lutheran College - Campus Center
8800 W. Bluemound RdDescription: From budgeting and investment principles to family and retirement considerations, this workshop helps women better understand personal finances. It discusses the need to define dreams in order to make them achievable, ways to balance short- and long-term goals and processes for day-to-day money management. You can create your own financial independence, but it requires action!
Lunch will be provided.
Contact: Barbara Waala, barb.waala@thrivent.com Register online - Details
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Presented by: Landon Wiese, FIC, Financial Associate Time: 6:30 – 7:30 p.m. Location: Christ the King Lutheran Church
601 S. Washington RoadDescription: Your charitable decisions today can have an impact well into the future. Discover how being a steward of your time, talents and treasures can provide a powerful gift to your congregation and other charitable organizations. Learn about financial tools that may decrease your taxes and/or supplement retirement income.
Coffee and snack will be provided.
Contact: Bob Bain, bob.bain@thrivent.com Register online - Details
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Presented by: Matt Stammerjohn, Lead Lutheran Engagement Specialist Time: 6:30 – 7:30 p.m. Location: St. John's Lutheran School Lunch Room
430 W. Emmett StDescription: Understand that your legacy is much more than money. It is values, traditions and life lessons as well. You will take steps to identify your values, clarify your legacy intentions and create a plan to ensure your legacy is carried out.
Contact: Matt Stamerjohn, matt.stamerjohn@thrivent.com Register online - Details
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Presented by: Landon Wiese, FIC, Financial Associate Time: 6:30 – 7:30 p.m. Location: Christ the King Lutheran Church
601 S. Washington RoadDescription: If your child may attend college someday, this workshop will help you understand current college education costs as a way to project future costs. Learn about the various funding options and their potential tax advantages. You will also discuss the pros and cons of alternative funding options, such as loans and financial aid.
Coffee and snack will be provided.
Contact: Bob Bain, bob.bain@thrivent.com Register online - Details
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Presented by: Matt Stammerjohn, Lead Lutheran Engagement Specialist Time: 6:30 – 7:30 p.m. Location: St. John's Lutheran School Lunch Room
430 W. Emmett StDescription: Your charitable decisions today can have an impact well into the future. Discover how being a steward of your time, talents and treasures can provide a powerful gift to your congregation and other charitable organizations. Learn about financial tools that may decrease your taxes and/or supplement retirement income.
Contact: Matt Stamerjohn, matt.stamerjohn@thrivent.com Register online - Details
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Presented by: Lynn Stuhr, Financial Associate Time: 6:00 – 7:00 p.m. Location: St. Marcus
2215 N. Palmer StreetDescription: Your charitable decisions today can have an impact well into the future. Discover how being a steward of your time, talents and treasures can provide a powerful gift to your congregation and other charitable organizations. Learn about financial tools that may decrease your taxes and/or supplement retirement income.
Contact: Barbara Waala, barb.waala@thrivent.com Register online - Details
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Presented by: Landon Wiese, FIC, Financial Associate Time: 6:30 – 7:30 p.m. Location: Christ the King Lutheran Church
601 S. Washington RoadDescription: This fun, interactive program can help you explore ways to enhance the richness of retirement and meet personal goals regarding your family and legacy. Facts and questions are designed to help you understand the longevity revolution, its opportunities and challenges. Prepare to be motivated to envision your retirement, set goals and achieve them.
Coffee and snack will be provided.
Contact: Bob Bain, bob.bain@thrivent.com Register online - Details
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Presented by: Lynn Stuhr, Financial Associate Time: 12:00 – 1:00 p.m. Location: St. Marcus
2215 N. Palmer StreetDescription: Your charitable decisions today can have an impact well into the future. Discover how being a steward of your time, talents and treasures can provide a powerful gift to your congregation and other charitable organizations. Learn about financial tools that may decrease your taxes and/or supplement retirement income.
Contact: Barbara Waala, barb.waala@thrivent.com Register online - Details
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Presented by: Lynn Stuhr, Financial Associate Time: 5:15 – 6:15 p.m. Location: St. Marcus
2215 N. Palmer StreetDescription: Your charitable decisions today can have an impact well into the future. Discover how being a steward of your time, talents and treasures can provide a powerful gift to your congregation and other charitable organizations. Learn about financial tools that may decrease your taxes and/or supplement retirement income.
Contact: Barbara Waala, barb.waala@thrivent.com Register online - Details
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Presented by: Matt Stammerjohn, Lead Lutheran Engagement Specialist Time: 7:00 – 8:00 p.m. Location: First Lutheran Church
310 E. Washington St.Description: This values-based workshop is designed for parents and their young teens ages 11-14. During the workshop, parents and teens will learn how to make intentional choices about sharing, saving and spending money and talk about money and values in their family. A game format sparks discussion about money influences and choices.
Contact: Matt Stamerjohn, matt.stamerjohn@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
Wyoming
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Presented by: Heath Frost, FIC, Financial Associate Time: 2:00 – 4:00 p.m. Location: Our Savior Lutheran Church
5101 Dell Range Blvd.Description: This workshop will explain the Roth IRA and how eligibility has expanded for conversions or qualified rollover contributions starting with the 2010 tax year. A Roth IRA conversion may be right for you. Should you take advantage of the federal tax-free growth and withdrawals for qualified distributions that Roth IRAs can offer? NOTE: Not all states have adopted the new conversion rules, so consult your tax advisor.
Coffee and snack will be provided.
Contact: Heath Frost, heath.frost@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.
TestState
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Presented by: Test Presenter Time: 1–3 p.m. Location: Test Venue
Test AddressDescription: Test Description
Contact: Tony Tassone, tony.tassone@thrivent.com Register online
Financial education workshops are intended only to educate you about financial decisions. They are broad in scope and do not consider your individual personal financial situation. Your personal financial situation is unique, and the information and advice may not be appropriate in all situations.
No products will be offered for sale at these educational events. Thrivent Financial for Lutherans and its respective associates and employees cannot provide legal, accounting or tax advice or services. Work with your Thrivent Financial representative in collaboration with your attorney and/or tax professional for complete details.


