Chapters can consider supporting eligible seminars and workshops —led by Thrivent Financial representatives or other trained facilitators —that educate participants about financial topics in the context of their values. For chapter leadership boards, supporting a seminar provides an opportunity to appeal to a different group of members than those who volunteer. It’s also another way a chapter can have a presence in congregations and meet the needs of members in a way that directly connects with Thrivent Financial’s area of expertise.

Eligible seminars and workshops   |   Chapter participation

Qualified presenters   |   How to report  

If you want to find out more about these workshops or the opportunity for your chapter to support an FR-led seminar/workshop, contact your regional Manager of Lutheran Community Services (MLCS) or a member of the LCS Team. Your MLCS or LCSS can connect you with a Thrivent Financial representative who would like to partner with you to offer one of these values-based educational seminars/workshops to chapter members.

Eligible seminars and workshops

• More Than Money Matters^SM
• How to Thrive in Retirement^SM
• Who is Thrivent Financial for Lutherans?
• My Legacy Matters:  Living and Planning a Meaningful Legacy
• From Me to We:  Working Together to Create Your Financial Future
• Intermission:  Embracing Life Transitions and Planning for the Future
• My Life, My Plan:  Creating a Life Plan Based on Your Values
• Charitable Giving:  How to Make a Difference by Giving Back
• Parents, Kids and Money Matters®
• Parents, Teens and Money Matters®

Chapter participation
With the approval and desire of the chapter leadership board:

• Chapter operating funds can be used to support educational seminars/workshops, such as paying for refreshments, meal, pens/pencils, workbooks, invitations, etc. (Note: While chapters may pay for workbooks, the Thrivent Financial representative needs to order them.)
• Chapter newsletters and chapter Web sites can be used to announce an educational seminar/workshop.
• Chapter operating funds can be used for the promotion of the seminars/workshops (e.g., bulletin inserts, mailings, posters, temple talks).
• Chapter members can volunteer at seminars/workshops (e.g., help with pre-registration of attendees, help with the pre-seminar follow-up phone calls to attendees to encourage attendance, etc.).
• More than one chapter and/or more than one congregation can cohost a seminar/workshop.

Qualified presenters
Presenters of materials bearing the Thrivent Financial brand should be viewed as representatives of our organization. For this reason, presenters must be an employee or a registered representative of Thrivent Financial for Lutherans. Presenters cannot be volunteers such as chapter leaders or congregational coordinators.

Currently, the How to Thrive in Retirement seminar requires special training and certification. Presenters for this seminar must meet the special qualifications outlined for use.

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How to report an educational seminar/workshop
Report the activity as a locally supported activity:

1. From the Chapter Leadership Administration page, select Report Locally Supported Activity Results (e.g., Join Hands Day, meetings, elections, hands-on service and fund-raising activities, etc.)
2. Click on GO
3. Select the Administrative/Educational category from the drop down box
4. Click on Continue 
5. Select Local Education from the drop down box
6. Click on Continue

For complete details about appropriate uses of and reporting chapter operating funds, see the Planning and Appropriate Uses and Reporting operating funds expenses pages in the Operating Funds section of CHIP.

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