Chapters are encouraged to conduct educational activities to attract and involve more members. By educating our members, they are able to make more informed decisions, be more financially secure and live our their values in a meaningful way.
Details about and links to tools about eligible chapter educational events are available on the Chapter Educational Activities – Overview page on CHIP.
If you want to find out more about these workshops or the opportunity for your chapter to support an FR-led workshop, contact a member of your regional Lutheran Engagement Team who can connect you with a Thrivent Financial representative who would like to partner with you to offer one of these values-based educational workshops to chapter members.
- Charitable Giving: How to Make a Difference by Giving Back
This workshop is for people who want to learn how being a steward of their time, talents and treasures can provide a powerful gift to their congregation or other charitable organizations they care about.
Participants will learn about:
- Charitable giving financial tools that may reduce their taxes and supplement their retirement income.
- Ways they can leave a charitable legacy as well as opportunities to give back in other ways.
Audience: Pre-retired and retired are primary, but is appropriate for all ages.
Length: 50 minutes
- College Matters: Ways to avoid costly mistakes and discover funding sources
Do you have high school kids who are thinking about college? How can you help provide for their education without sacrificing your own retirement savings or risk overburdening your students with debt? This workshop is designed to help parents of high school students:
- Avoid costly mistakes when selecting a college.
- Help save money by using admission and academic strategies.
- Discover college funding sources.
Audience: Parents of high school students.
Length: 90 minutes
- Economy and Investment Outlook Update®1
This update reviews key factors impacting the economy and financial markets to provide a better understanding to help participants make more informed decisions.
It must be presented by Thrivent Financial corporate office personnel and/or a senior financial consultant/financial consultant from the field. Contact your manager of Lutheran engagement for more information.
Audience: Adults knowledgeable in stock and bond markets.
Length: 60 minutes
- From Me to We
This workshop for engaged and newly married couples will help them get their marriage off to a strong financial start.
The workshop helps participants:
- Identify how their values and attitudes affect money decisions.
- Set goals individually and as a couple.
- Commit to achieving goals by balancing spending, protecting their family and saving for the future.
Audience: Newly engaged, married couples
Length: 90 minutes with optional, fast-paced game and 60 minutes without the game
- From We to Three
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Are you a new or soon-to-be parent? This workshop will help you:
- Learn how to make ends meet now that you are a family of three.
- Understand the importance of protecting your family for the future.
- Learn how to get your child started on the right foot financially.
Audience: New or soon-to-be first time parents.
Length: 90 minutes
- Getting More from Social Security
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Social Security: will it or won't it be around when you retire? Opinions vary on that question, but most would agree it's a program they want to understand. Attend this workshop to:
- Learn the basics of Social Security.
- Determine the best way to optimize the benefits.
- See how potential Social Security benefits fit in your overall retirement income picture.
Audience: Adults 35 – 65
Length: 50 minutes
- Heart-to-Heart: As Your Parents Age
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As your parents age, are you ready to help them? Learn how during this interactive, educational workshop where participants will gain:
- An understanding of their parents' vision for the future.
- Information to make decisions on their parents' behalf.
- Tips for starting heart-to-heart conversations.
Audience: Adult children with aging parents.
Length: 60 – 70 minutes
- Identity Theft: What You Need to Know
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Identity theft can happen to anyone, anywhere, at anytime. During this educational workshop, participants learn:
- How identity theft can occur.
- Tips to protect themselves.
- Steps to take if identity theft happens to them.
Audience: Adults age 18 and above
Length: 50 minutes
- Job Transition Strategies
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When it comes to a job transition, it's important to think beyond a resume and job search activities.
During this educational workshop, participants will receive information and tools to help them:
- Remain focused, productive and motivated.
- Make connections with peers.
- Experience a more positive job transition.
The first one is facilitator lead. In addition, there are eight web modules related to job transition that can be viewed anytime. These Online Educational Resources are designed to be done independently on Thrivent.com/jobchange. They cover topics from resume and cover letter writing to networking and interviewing plus much more.
Audience: Unemployed adults
Length: 90 minutes
- Keeping the Farm in the Family
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This workshop is for farming families who want to keep their business in the family. It helps them:
- Identify and overcome transition obstacles.
- Protect their assets today and in the future.
- Develop a plan to smoothly transition their farm and maintain family harmony.
Audience: Individuals and couples who own a family farm
Length: 50 minutes
- Making a Difference: Sharing your time, talents and treasures
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Looking for ways to make your giving more meaningful? This workshop will help you:
- Identify the values that are most important to you.
- Explore ways to share your resources to make a difference.
- Create a personal giving plan.
Audience: Adults ages 25 – 55. Also good for couples and families.
Length: 60 minutes
- My Legacy Matters: Living and Planning a Meaningful Legacy
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This workshop helps participants:
- Identify their values.
- Clarify their intentions.
- Create a legacy plan to share with loved ones.
Audience: All ages, pre-retired and retired
Length: 50 minutes
- My Life, My Plan: Creating a Life Plan Based on Your Values
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This workshop helps participants:
- Identify their values and how values drive behavior.
- Reflect on their life to help plan their future.
- Set goals and develop a values-based plan to achieve them.
Audience: Adults at any stage of life
Length: 50 minutes
- More Than Money Matters®
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This award-winning interactive workshop is for people who want to manage their money in a way that aligns with their values.
The following six sessions help participants embrace stewardship as the responsible management of resources God has entrusted to their care:
- Stewardship and Values
- Communicating about Money
- Setting Goals
- Credit and Debt
- Finding Money to Save
- Budget and Net Worth
Audience: Adults
Length: Six 90-minute sessions
- More Than Money Matters®: Stewardship & Values
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During this interactive educational workshop, participants will identify their values so they can make intentional choices about how to share, save and spend their money. This award-winning workshop will help them develop a solid foundation for money management.
Audience: Adults mid-20s and above
Length: 60 – 90 minutes
- More Than Money Matters®: Communicating About Money
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Money talks. Are you listening?
During this interactive workshop participants explore how their past experiences have affected their attitudes and feelings about money. Gain techniques for improving communication with family, financial professionals and others.
Audience: Adults mid-20s and above
Length: 60 – 90 minutes
- More Than Money Matters®: Setting Goals
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Got goals?
If you dare to have goals, you just might achieve them! Participants of this award-winning workshop will learn how their vision of the future can become clearer. Goals can help people manage their money and live their values. Attendees walk away with practical tools and an understanding of what to do next, including how to manage the pressure to spend.
Audience: Adults mid-20s and above
Length: 60 – 90 minutes
- More Than Money Matters®: Credit & Debt
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Being in debt can leave you preoccupied and anxious. And what does it all mean in the long run for your credit rating? At this award-winning workshop participants will gain peace of mind and a solid debt reduction plan tailored to their situation. Understand good debt and bad debt, and their potential impact on goals. Learn how their credit history can affect their financial future as well.
Audience: Adults mid-20s and above
Length: 60 to 90 minutes
- More Than Money Matters®: Finding Money to Save
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The secret to saving money? You've got to start.
This award-winning workshop will motivate participants to decrease spending and increase saving. They will develop a savings plan unique to their situation and uncover specific ways to spend less. Saving is about making choices not to spend today so you can take care of yourself and your family tomorrow.
Audience: Adults mid-20s and above
Length: 60 – 90 minutes
- More Than Money Matters®: Budget & Net Worth
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Budgets and net worth sound dull? Not when your money and your financial future are at stake.
This award-winning workshop will help participants build and manage a budget, plus track progress on their financial goals with a basic recordkeeping system that really works.
Audience: Adults mid-20s and above
Length: 60 – 90 minutes
- My Retirement Matters
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You can retire, but only you can make it happen. And it all starts with planning.
At this workshop, participants gain confidence and are able to clarify their vision for how they want their retirement to be. Review retirement trends and consider what income and expenses may be. Most important, they will identify action steps they can take now to make retirement happen.
Audience: People 5 to 15 years from retirement
Length: 60 – 75 minutes
- Parents, Kids and Money Matters®
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This interactive, values-based workshop takes a unique stewardship approach to talking to children about money management.
It consists of a parent workshop, led by a Thrivent Financial representative, with a simultaneous children’s lesson, led by a volunteer.
Parents receive a resource guide to help continue the conversation at home with their children. The kids receive a Money Smart pig.
Audience: Parents and children ages 6 – 10
Length: 50 minutes
- Parents, Teens and Money Matters®
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This interactive workshop is designed for young teens (ages 11 – 14) and their parents. It uses dialogue, activities and a game format to spark an open discussion about values, money, influences and choices.
Parents receive a resource guide to help continue the discussion of money and values with their teens. Teens receive the Cash Cache®, a personal finance planner.
Audience: Parents and their teen ages 11 – 14
Length: 50 minutes
- Real Money Talk for Women
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This workshop delivers financial education for women of all ages, which is more important than ever considering that women have a 90% chance of being solely responsible for their finances at some point in their lives (National Center for Women and Retirement Research).
The workshop helps participants:
- Minimize their money worries by understanding facts.
- Overcome obstacles that prevent them from managing their finances.
- Use five keys that help them reach financial goals
Audience: Women age 20 and older (single, married, divorced, widowed)
Length: 60 minutes
If your chapter is working with an FR to conduct a Thrivent Financial educational workshop:
If chapter operating funds are used, report the activity as a locally supported activity: