CloseAdvanced Estate Planning
An advanced estate plan can help ensure not only that your family's future financial needs will be taken care of, but also that your wealth will be passed on in the most tax-efficient manner possible. It's also an opportunity to create a legacy for grandchildren and to make charitable gifts in a way that best suits your financial situation.
CloseAn Introduction to Annuities
With each year, more baby boomers turn age 65 and face a retirement that may last 30 years or longer. But many of these new retirees will have to provide their own retirement income as fewer retirees have a traditional pension plan they can depend on as a source of income.
CloseCollege Planning (Forefield)
There's no denying the benefits of a college education the ability to compete in today's competitive job market, increased earning power, and expanded horizons. But every year, college costs continue to increase, often at twice the rate of general inflation. That's why it's so important to start saving now.
Get important updates about changes in the economy and markets, and what they mean to your financial strategy.
CloseEmployer Sponsored Retirement Saving
Is your retirement plan working for you? Try to picture yourself on the first day of your retirement. There’s no alarm clock to jolt you out of bed. You wake up on your own and have the rest of your life ahead of you. Are you happy about your prospects? Relaxed? Energized? Excited?
During this event, you’ll learn; how to calculate how much you will need for retirement, to think of Social Security as a safety net, about the benefits of participating in your company’s retirement savings plan, and important strategies, like how to choose investments for your retirement savings.
CloseEstate Planning Basics
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.
CloseFinal Expenses: Legacy Preparation
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.
CloseFinancial Planning Basics
Everyone can benefit from a financial plan that is tailored to individual needs and circumstances. A financial roadmap can motivate you to save money, help you meet your financial goals, and improve your overall financial security now and in the future.
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.
The best investing strategy is a carefully planned and prepared approach to managing and accumulating money. A well-planned strategy can help you meet your short-term, mid-term, and long-term financial goals. Investment planning requires discipline and patience. But it doesn't have to be difficult.
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.
CloseLegacy: 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.
CloseRetire WiselyWill I have enough to retire? Will my retirement income last? Are my assets protected?
Manage six key risks all retirees face: Outliving their income, inflation, unpredictable events, market volatility, income taxes and rising healthcare costs. Turn retirement concerns into confidence. Get positive, professional guidance from a faith-based organization that has been helping our member-owners be wise with money and live generously for more than 100 years.
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.
CloseRetirement Income Planning
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.
CloseRetirement Savings Challenges 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.
CloseRoth IRA Conversion
Roth IRAs have become popular retirement savings vehicles because if certain conditions are satisfied, distributions from Roth IRAs are completely free from federal income taxes. Is a Roth conversion right for you? The answer is a complicated one, and depends on your particular situation, including whether you believe you'll be in a higher tax bracket in the future.
When Should You Begin Receiving Your Social Security Retirement Benefits? As you near retirement, one of the biggest financial decisions you'll need to make is when to begin receiving your Social Security retirement benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans, so it's important to take the time to explore your options and make an informed, well-reasoned decision.
As you near retirement, one of the biggest financial decisions you'll need to make is when to begin receiving your Social Security retirement benefits. With pensions disappearing, Social Security remains the major source of guaranteed lifetime retirement income for most Americans, so it's important to take the time to explore your options and make an informed, well-reasoned decision.
CloseSocial Security: Strategize to MaximizeWhen 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.
CloseSpecial Needs Planning
Planning for the personal needs and financial security of a loved one who is disabled or has special needs may seem overwhelming, but by proceeding in an organized fashion, you can provide for the security and well-being of a loved one.
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.
With each year, more baby boomers turn age 65 and face a retirement that may last 30 years or longer. But many of these new retirees will have to provide their own retirement income as fewer retirees have a traditional.
CloseWomen and Money
Today, more women than ever are responsible for their financial well-being, and the well-being of their families. But women often face unique financial challenges. That's why it's so important that no matter what life stage they're in, women know how to save, invest, and plan for their future.
In this seminar on Women and Money, you'll learn:
- Reasons why women's economic clout is growing.
- The unique financial challenges women face, such as longer life expectancies and more career breaks for caregiving, and how they impact long-term financial security.
- Six steps women can take to help them achieve financial security, including taking control of their money, becoming more knowledgeable investors, advocating for themselves in the workplace, planning for retirement, protecting their income and assets, and creating an estate plan.
You will also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.
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 Differently
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.