Financial Education Workshop Materials

Because More than Money Matters

Our workshops provide basic money management information and tools to help you achieve your goals. They are offered on a wide range of topics and include worksheets and exercises you can use on your own to make positive steps with your personal finances. If you are interested in additional workshops, please contact your Thrivent Financial representative.

Find a complete list of workshops descriptions or find a free workshop in your community.

More than Money Matters®

A basic money management course with practical tools to help you achieve a future that reflects your values, goals and commitment to stewardship. View resources below for budgeting, reducing debt, saving and more.

Parents, Teens and Money Matters®

A conversation and guide with your teen about stewardship, money and values. You can keep the open discussion going after the workshop with the resources below.

Parents, Kids and Money Matters®

An introduction to teaching your child to share, save, and spend in a fun and easy to understand format. You will find the tools below from the workbook accessible on this site.

My Retirement Matters™

An empowering workshop that will motivate you to take the next step in planning for the retirement you envision. View workshop resources below.

Identity Theft: What You Need to Know

This workshop offers tips and tools for preventing identity theft and coping with it if you become one of the millions of Americans who are victimized each year. View workshop resources below.

Heart to Heart: As Your Parents Age

At this workshop to gain tips for having healthy conversations with your parents about their vision for the future. Become prepared to face potential challenges, all while keeping your parents' best interests in mind. View workshop resources below.

Introduction to Investment Strategy

This workshop will help you become more knowledgeable about basic investment concepts, which can increase your confidence in making investment decisions. View workshop resources below.

Understanding Your Credit

This workshop helps you understand your credit report and what activities can positively, or negatively, affect your credit score. View workshop resources below.

Values Workshops

Values Workshops are informational workshops to help people set, plan for and achieve their goals through self-discovery exercises and discussion. Participants articulate their values, hopes and aspirations as a first step in making them a reality. If you are interested in additional workshops, please contact your Thrivent Financial representative.

My Legacy Matters: Living and Planning a Meaningful Legacy

This workshop helps participants identify their values, to clarify their intentions and to create a legacy plan to share with loved ones. View workshop resources below.

From Me to We

This workshop for engaged and newly married couples will help them get their marriage off to a strong financial start. Participants identify how their attitudes affect money decisions and commit to achieving goals by balancing spending and saving for the future. View workshop resources below.

More Than Money Matters®

• Your stewardship statement (PDF,24K)
• Your values statement (PDF, 32K)
• Your goals statement (PDF, 19K)
• Your sharing tracker (PDF, 19K)
• Your debt reduction tracker (PDF, 22K)
• Your savings tracker (PDF, 22K)
• Your budget (PDF, 32K)
• Your net worth (PDF, 22K)

Parents, Teens and Money Matters®

Parent Guide:

• Identifying your values exercise, pg. 9 – 11 (PDF, 60K)
• Setting Goals, pg. 14 – 15 (PDF, 49K)
• Making Intentional Choices, pg. 17 (PDF, 48K)
• Sharing, pg. 18 – 19 (PDF, 113K)
• Save, pg. 20 – 21 (PDF, 57K)
• Spend, pg. 23 – 24 (PDF, 69K)

Cash Cache:

• My Stewardship Guideline, pg. 37 (PDF, 29K)
• Sharing, pg. 39 – 40 (PDF, 39K)
• Saving, pg. 41 – 42 (PDF, 38K)
• Spending, pg. 45 – 46 (PDF, 113K)
• Investing, pg. 43 – 44 (PDF, 38K)
• My Money Diary, pg. 47 (PDF, 38K)

Parents, Kids and Money Matters®

• Share, pg. 19 (PDF, 113K)
• Save, pg. 21 (PDF, 112K)
• Spend, pg. 23 (PDF, 114K)
• Secrets of the Blue Pig article (PDF, 359K)

>My Retirement Matters™

• Retirement Matters Summary, pg. 31 (PDF, 451K)
• Life Expectancy Worksheet, pp. 10 – 11 (Fillable PDF, 451K)
• Risk Tolerance Quiz, pp. 35 – 38 (PDF, 173K)

Heart to Heart: As Your Parents Age

• Important Document Checklist (PDF, 475K)

Identity Theft

• Fraud and ID Theft Resolution Checklist, pg. 13 (PDF, 121K)

Introduction to Investment Strategy

• Bringing It Together, pg. 17 (PDF, 536K)

Understanding Your Credit

• What Affects Your Score? (PDF, 604K)

My Legacy Matters

• Planning your legacy, pg. 13 (PDF, 56K)

From Me to We

• Balanced Spending fillable form (PDF, 622K)
• Balanced Spending printable form (PDF, 133K)

If you are interested in additional workshops, please contact your Thrivent Financial representative.

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