Beth Oestreich - Thrivent

How do you plan on making your retirement last?

See thrivent.com/social for important disclosures.

At Thrivent, we’re passionate about giving back and invite you to join us this summer. If you’re interested in impacting your community with one of your Thrivent Action Teams, consider one of the listed ideas. Together we can live generously!❤️
Use the promo code SOS2024 when you apply and receive a surprise and delight as a thank you!
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For additional disclosure, see thrivent.com/social

Explore the possibilities with our team.
https://bit.ly/3Xnjq6p

For disclosure information, see thrivent.com/social
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
As long as the insurance remains in force. Future insurability exists when a GPO or GIO rider is purchased at issue as a juvenile, subject to coverage limitations. Riders are optional and available for an additional cost.

Your personalized path to achieving financial clarity.
➡️https://bit.ly/3VkCOyh

For disclosure information, see thrivent.com/social
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

The premiums you pay secure you a monthly benefit amount for a set term or until you can return to work. If you’re ever unable to work due to an illness or injury, disability income insurance can:

🔸Replace income.
🔸Help you retain your savings.
🔸Help you pay expenses.

For additional disclosure, see thrivent.com/social
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Keep in mind that these services can be provided on their own or together for a more
holistic strategy.
📱(715) 544-1122

For more information visit Thrivent.com/social.

Learn about your options!
https://bit.ly/3X7Dolv

For disclosure information, see thrivent.com/social
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.

To achieve financial clarity, it’s important to first understand the basics around budgeting, spending, saving and investing. Learn strategies to save and maximize your resources while efficiently working toward your goals.
📲(715) 544-1122

For disclosure information, see thrivent.com/social

According to Thrivent’s Retirement Readiness survey, 20% of the retired survey respondents noted they are concerned that they underestimated the money needed for basic living expenses. Another 15% wished they had dreamed bigger while planning for retirement. Start preparing, today.

For more information visit Thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

We can help set you up on a confident path to the future.
📲(715) 544-1122

For more information visit Thrivent.com/social.

Search for using filters like award type, school type, field of study and more!
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Words can't describe the amount of respect and gratitude we have to those who have sacrificed so much for our freedoms. Thank you❤️💙

Are you on track for retirement?
https://bit.ly/3KfOTzI

For disclosure information, see thrivent.com/social
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Voyage Financial Advisors, an established financial services practice for Thrivent in Wausau, WI is looking for a full-time Office Professional. We’re hiring motivated people to grow with us. If you have a heart for service and a passion for helping others, we’d like to connect with you.

Position summary:
This role is critical to our client experience and requires a friendly demeanor, strong attention to detail, excellent listening, verbal, and written communication skills. The Office Professional supports the daily operations of the practice including, but not limited to answering the phones, meeting/greeting clients, utilizing Thrivent computer systems and programs in support of client relations, and other administrative tasks as assigned.

Job Description
Primary responsibilities:
• Ensure client expectations are documented correctly and follow-ups are assigned.
• Assist with scheduling client meetings.
• Greet clients.
• Prepare files and folders for client meetings.
• Monitor and answer office phones and assist with client questions.
• Work closely with Director of Operations to ensure exceptional client service.
• Assist with creating work processes and procedures.
• Provide written customer communication and assist with retention.
• Assist management and clients by handling various office/admin tasks.
• Provide creative ideas for client appreciation events.
• Uphold the mission and vision of the company in all interactions.
• Help create and mold efficient processes.
• Responsible for keeping the waiting area, kitchenette and conference room clean, tidy and presentable.
• Completes other miscellaneous tasks as assigned.

Secondary responsibilities:
• Organize client data within our systems
▪️ Enter notes into Salesforce appropriately.
▪️ Create Salesforce tasks for follow up.
• Assist in monitoring and tracking sales submitted to the corporate office for all Financial Advisors within the practice.
• Prepare client applications and service paperwork.

📧Email your resume to [email protected].

For disclosure information, see thrivent.com/social
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, s*x, gender identity, s*xual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

Our team features innovative, knowledgeable and compassionate professionals with a shared vision to help our clients achieve their most important financial goals and dreams.
https://bit.ly/3QTfWEr

For disclosure information, see thrivent.com/social
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Your asset allocation is one of the most important choices you'll make as an investor.
Together, let's review it often.
📱(715) 544-1122

For more information visit Thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

If you have questions or want to learn more about how to confidently plan for your financial future, contact us, today!
https://bit.ly/3QLO59n

For disclosure information, see thrivent.com/social
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

Retirement planning isn't an exact science. But together, we can prepare a strategy.
📱(715) 544-1122

For more information visit Thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Voyage Financial Advisors, an established financial services practice for Thrivent in Eau Claire, WI is looking for a full-time Office Professional. We’re hiring motivated people to grow with us. If you have a heart for service and a passion for helping others, we’d like to connect with you.

Position summary:
This role is critical to our client experience and requires a friendly demeanor, strong attention to detail, excellent listening, verbal, and written communication skills. The Office Professional supports the daily operations of the practice including, but not limited to answering the phones, meeting/greeting clients, utilizing Thrivent computer systems and programs in support of client relations, and other administrative tasks as assigned.

Job Description
Primary responsibilities:
• Ensure client expectations are documented correctly and follow-ups are assigned.
• Assist with scheduling client meetings.
• Greet clients.
• Prepare files and folders for client meetings.
• Monitor and answer office phones and assist with client questions.
• Work closely with Director of Operations to ensure exceptional client service.
• Assist with creating work processes and procedures.
• Provide written customer communication and assist with retention.
• Assist management and clients by handling various office/admin tasks.
• Provide creative ideas for client appreciation events.
• Uphold the mission and vision of the company in all interactions.
• Help create and mold efficient processes.
• Responsible for keeping the waiting area, kitchenette and conference room clean, tidy and presentable.
• Completes other miscellaneous tasks as assigned.

Secondary responsibilities:
• Organize client data within our systems
▪️ Enter notes into Salesforce appropriately.
▪️ Create Salesforce tasks for follow up.
• Assist in monitoring and tracking sales submitted to the corporate office for all Financial Advisors within the practice.
• Prepare client applications and service paperwork.

📧Email your resume to [email protected].

For disclosure information, see thrivent.com/social
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, s*x, gender identity, s*xual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

We help you preserve and conserve your estate during and after your life.
📲(715) 544-1122
For disclosure information, see thrivent.com/social

Understanding the five phases of an individual retirement account (IRA)—and other tax-deferred accounts—can help you anticipate potential tax consequences and help bring your retirement dreams to life.

For disclosure information, see thrivent.com/social
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Preparing for retirement involves more than growing your savings. How you choose to spend your savings can also affect the amount of money you have available. The taxes you pay on tax-deferred accounts, such as an individual retirement account (IRA), may change over time. Contact us to learn more on how the current—and future—tax environment may impact your retirement income.

For disclosure information, see thrivent.com/social
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Explore the possibilities with our team.
📲(715) 544-1122

For disclosure information, see thrivent.com/social
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.

Business Owners:
If you're concerned about lowering your taxable income this year, consider the following possibilities:

Deduct the business expenses associated with your motor vehicle, using either the standard mileage allowance or your actual business-related vehicle expenses to calculate your deduction
Buy supplies for your business late this year that you would normally order early next year
Purchase depreciable business equipment, furnishings, and vehicles this year
Deduct the appropriate portion of business meals and travel expenses
Write off any bad business debts

For additional disclosure, see thrivent.com/social
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

You can put off taking distributions until you really need the income. Or, you can leave the entire balance to your beneficiary without ever taking a single distribution.
📲(715) 544-1122

For disclosure information, see thrivent.com/social
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

To be eligible for these qualifying distributions, you must meet a five-year holding period requirement. In addition, one of the following must apply:

You have reached age 59½ by the time of the withdrawal
The withdrawal is made because of disability
The withdrawal is made to pay first-time home-buyer expenses ($10,000 lifetime limit)
The withdrawal is made by your beneficiary or estate after your death
📲(715) 544-1122

For disclosure information, see thrivent.com/social
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

💡Need a fresh perspective on your investments? We're here to provide you with innovative ideas to progress your strategy.
(715) 544-1122

For disclosure information, see thrivent.com/social
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

As a company that cares and as people who are emotionally and financially invested in this region, we get involved by supporting events, causes and groups that enrich the lives of everyone who lives here.
📱(715) 544-1122
For disclosure information, see thrivent.com/social

Create a strategic plan to protect your business, ensure a seamless and equitable transition, and establish a lasting legacy through your estate.
📱(715) 544-1122
For disclosure information, see thrivent.com/social

Together, we'll review and measure the effectiveness of your existing financial .
📲(715) 544-1122
For disclosure information, see thrivent.com/social
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.