Get important updates about changes in the economy and markets, and what they mean to your financial strategy.
CloseEstate Strategy Essentials
An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan.
CloseGive Now, Give Later, Give & Receive
This event covers the basics of legacy preparation. During the presentation you will receive a complimentary Legacy Planning Guide which will assist you in preparing for your funeral and other final expenses. You will learn about other complimentary tools offered by Legacy Safeguard that can assist your family when you pass away. You will also discover how Thrivent and Legacy Safeguard can assist you and your family during your time of need.
CloseFrom Me to We
Are you engaged or recently married and seeking common ground with your partner on money management? This workshop is for you. It will help you better understand how values and attitudes affect the money decisions you make. You can learn to manage your money together and set goals for protecting your family and saving for the future.
CloseHeart-to-Heart: As Your Parents Age
When it's time to have "the talk" with your parents, will you be prepared? As our parents age, there are conversations that aren't easy to start, but they need to happen nevertheless. Attend this interactive workshop and you'll 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.
CloseDon't Worry, Retire Happy
In retirement, every day can be like Saturday. That's a lot of time to fill and it's important to have a plan. Learn from financial expert Tom Hegna's book, Don't Worry, Retire Happy: 7 Steps to a Secure Retirement.
CloseKeeping the Farm in the Family
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.
CloseYour Legacy: Family, Church and Charity
Unleash your generosity! Want to help sustain your church's foundation? Or your alma mater's endowment fund? And leave an inheritance? It doesn't matter if you're a Midwestern farmer, Pacific coast fisherman or a Southern belle. If there are people or causes you care about, we can help you uncover ways to enrich their futures. Join us for a presentation on estate and giving strategies and we'll discuss how to ensure your legacy lives on.
CloseParents, Kids and Money Matters®
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.
CloseParents, Teens and Money Matters®
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.
ClosePreparing for Long-Term Care
In an instant, an accident or diagnosis can change your life ... and your family members' lives. This workshop addresses long-term care and how your family can prepare for the unexpected.
CloseFive Keys to Retiring Fearlessly
After working hard each week to get to TGIF, retirement may be in sight. Discover five keys to unlocking a retirement that's free from worry, where you can have full confidence in your ability to achieve your goals.
CloseRetirement Strategies Accumulation
Most of us imagine retirement as a happy time, a reward for a lifetime of hard work, full of possibility and potential. We have good reason to see retirement in a positive light. Americans are living longer, healthier lives than ever before. In fact, for some of us, retirement will make up a full third of our lives. Of course, this means that our retirement assets will have to do more for us over a longer period of time. This makes planning for our retirement essential.
CloseIncome Taxes and Retirement
The decisions you make as you prepare for retirement can affect your income taxes. Learn more about the financial impact and how to make decisions that are right for you.
CloseSecuring & Preserving Your Retirement Strategy
Retirement income planning is the process of understanding how much income you will need during your retirement years to support the retirement lifestyle you want, and positioning your assets to provide that income. While there is no such thing as a 'one size fits all' plan there are steps you can take to maximize the possibility of a financially secure retirement.
CloseFinancial Strategies for Women
Are you set for retirement? When it comes to saving for retirement, women face unique challenges. They may have interrupted their careers to care for children and aging parents. As a result, they may spend less time in the workforce, potentially leading to fewer savings and a lower Social Security benefit.
During this event, you’ll learn; how to determine amounts needed for retirement and the impact of inflation, taxes and health care costs on it, sources of your retirement income, and about personal savings and how saving a little now could amount to a lot in retirement.
CloseSocial Security: Timing is EverythingWhen should I apply for Social Security?, How can I maximize my benefits?, How will this affect my spouse?
You have a lot of questions to answer.
Mistakes involving Social Security can be costly, but we can provide the guidance you need. This workshop will help you sort through your questions and help ensure the choices you make are tailored to your needs.
ClosePrepare Wisely: End of Life Strategies
Having a strategy in place can make things easier for your family after you're gone. Learn what documents you need so your final wishes are known.
CloseuPLAN College Planning Strategies
Whether you're a parent or guardian footing the bill, or a college-bound student unsure of your major, planning the financial and career aspects of going to college can be scary and overwhelming. From parents' fears of dwindling retirement funds to students' concerns of where to apply we're here to help. The uPLAN College Planning Strategies program helps students, families, schools and organizations navigate all aspects of preparing for college.
CloseMore Than Money Matters®
Values based workshop series (4) can help you develop skills to take charge of your daily finances and reach goals. Topics range from setting goals, debt and credit to saving and balanced spending.
CloseIdentity Theft: What you need to know
Be proactive in protecting your identity. Get tips and tools to help you avoid identity theft or deal with the consequence if you should become a victim.
CloseDo One Thing Different
Discover one thing you can do differently to improve your financial life. Informal discussion format helps you uncover new ideas and ways to do things.