WhiteOak Financial Group - Thrivent

08/21/2026

We asked. You voted. We listened.

Chosen by our community and inspired by the spirit of living generously, this year's winning T-shirt design is officially here.

Thank you for every vote, comment and show of support.

08/19/2026

Planning for Special Needs Individuals and Their Families │ Tuesday, September 29, 5:30 – 7 p.m. CT │ Ushers Ferry Lodge, 5925 Seminole Valley Trail NE, Cedar Rapids, IA

Join us for a free workshop where Thrivent Financial Advisor Hannah Magrum will discuss the unique complexities that go into planning for special needs individuals and their families. Hannah holds the Chartered Special Needs Consultant®️ designation, is a parent to a child with special needs, and is an ambulatory wheelchair user herself.

Topics discussed will include:
• Resources: state, local and federal
• IEP vs. 504
• Special needs trusts
• Medicaid and Medicare
• ABLE accounts
• Support options
• Tax considerations
• How personal financial planning impacts special needs planning

Enjoy a complimentary meal while we watch Hannah's livestream presentation together. You will have an opportunity for Q&A after she speaks.

REGISTER
Sign up at https://bit.ly/3UnO004. You may also call our office at 319-366-2991 or email [email protected].

If able, please sign up by Wednesday, September 23. Walk-ins are also welcome.

This educational event is designed for all families who wish to learn more about special needs planning. We encourage you to invite anyone who may benefit from attending. Ushers Ferry Lodge is ADA-accessible.

No products will be sold. For additional disclosures, see Thrivent.com/social.

08/19/2026

Leaving a Thriving Legacy – Watch Party Lunches │ Wednesday, October 14

• 11:45 a.m. – 1:15 p.m. Central time │ The Hotel at Kirkwood Center, Meeting Room 124, 7725 Kirkwood Blvd. SW, Cedar Rapids, IA

• 11:45 a.m. – 1:15 p.m. Central time │ DeWitt Community Library, 917 5th Ave., DeWitt, IA

•12:45 p.m. – 2:15 p.m. Eastern time │ Amy Van Andel Library, Meeting Room 2, 7215 Headley St. SE, Ada, MI

Join us for a free educational event featuring guest speaker Eric W. Bilger, FIC, Financial Advisor at Thrivent.

We are dedicated to helping you make thoughtful plans for your future—and for the people you care about most. Join us as we discuss strategies to navigate life’s unexpected challenges with confidence as we address:

• Essential estate planning documents everyone should have
• The purpose and role of a will
• Estate taxes and annual gifting limits
• How the probate process works
• Advantages of naming beneficiaries on accounts
• The SECURE Act 2.0 and its impact on retirement accounts
• Long-term care planning: costs and options
• Charitable giving strategies and opportunities
• How qualified charitable distributions (QCDs) work
• Life insurance: Creating stability for every stage of life

Together, we’ll address common concerns about planning for aging parents and protecting family assets. We encourage you to invite your adult beneficiaries to attend this educational opportunity.

Enjoy lunch provided by our Thrivent Community while we watch Eric’s livestream presentation together. A brief discussion and an opportunity for Q&A with our advisors will follow.

To register, call our offices at 319-366-2991 (Cedar Rapids), 563-659-2991 (DeWitt), 616-805-7207 (Comstock Park, MI) or email [email protected]. Please sign up by October 8 if able, but walk-ins are welcome.

No products will be sold. For additional disclosures, see Thrivent.com/social.

08/17/2026

You’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.

Maximize your impact with a financial strategy that minimizes taxes.

07/13/2026

Tomorrow! Market & Economic Update watch party lunch │ Tuesday, July 14, from 11:15 to 12:45 p.m. │ The Hotel at Kirkwood Center, Meeting Room 124, 7725 Kirkwood Blvd. SW, Cedar Rapids

Markets are moving, economic signals are evolving, and you’re looking for perspective you can trust. Join us for Thrivent’s Market & Economic Update— a 60 minute live event featuring insights from Thrivent investment leaders to help you make informed decisions in today's market environment.

Enjoy lunch provided by our Thrivent Community as we watch Thrivent's livestream presentation together, followed by an opportunity for Q&A with our advisors.

To sign up, give us a call at 319-366-2991 or email [email protected]. Walk-ins are welcome!

Directions to Meeting Room 124:
The closest entry to Room 124 is parking in Kirkwood’s east lot (on the side next door to the Mercy Medical building) and coming in the doors next to the blue emergency phone pole. Room 124 is directly to the left when entering here.

No products will be sold. For additional disclosures, see thrivent.com/social.

07/07/2026

Market & Economic Update WATCH PARTY LUNCH │ Tuesday, July 14, 11:15 a.m. to 12:45 p.m. │ Cedar Rapids and DeWitt

Markets are moving, economic signals are evolving, and you’re looking for perspective you can trust. Join us for Thrivent’s Market & Economic Update— a 60 minute live virtual event featuring insights from Thrivent investment leaders who will share perspectives on current events, inflation, interest rates, and shifting market behaviors. You'll get practical guidance to help you feel more confident navigating today's markets.

You'll enjoy a complimentary lunch hosted by our Thrivent Community while we watch Thrivent's livestream together, followed by an opportunity for Q&A with our advisors. For lunch planning, please sign up by July 7th, but walk-ins are welcome.

CHOOSE THE LOCATION THAT WORKS BEST FOR YOU

• The Hotel at Kirkwood Center, 7725 Kirkwood Blvd. SW, Cedar Rapids.
Meeting Room 124
Register by calling 319-366-2991 or email [email protected].

•DeWitt Community Library, 917 5th Ave., DeWitt.
Register by calling 563-659-2991 or email [email protected].

No products will be sold. For additional disclosures, see Thrivent.com/social.

07/04/2026

Have a fun and memorable Fourth of July celebration!

07/01/2026

Whooo...wants to know?

MARKET & ECONOMIC UPDATE WATCH PARTY LUNCH │ Tuesday, July 14, 11:15 to 12:45 │ Cedar Rapids and DeWitt

Markets are moving, economic signals are evolving, and you’re looking for perspective you can trust. Join us for Thrivent’s Market & Economic Update— a 60 minute live virtual event featuring insights from Thrivent investment leaders who will share perspectives on current events, inflation, interest rates, and shifting market behaviors. You'll get practical guidance to help you feel more confident navigating today's markets.

You'll enjoy lunch hosted by our Thrivent Community while we watch Thrivent's livestream together, followed by an opportunity for Q&A with our advisors.

For lunch planning, please sign up by July 7th, but walk-ins are welcome.

CHOOSE THE LOCATION THAT WORKS BEST FOR YOU
• The Hotel at Kirkwood Center, 7725 Kirkwood Blvd. SW, Cedar Rapids
Register by calling 319-366-2991 or email [email protected].

•DeWitt Community Library, 917 5th Ave., DeWitt
Register by calling 563-659-2991 or email [email protected].

No products will be sold. For additional disclosures, see Thrivent.com/social.

06/21/2026

Sending love and gratitude to all the dads and father figures who made us who we are today. Happy Father’s Day!

06/17/2026

Thrivent is proud to be an official partner of the 2026 Special Olympics USA Games, happening June 20–26, 2026, in Minneapolis.

We're cheering big for all the incredible athletes heading to the ! 💙

Athletes: Your determination, heart, and resilience inspire communities nationwide.

Drop a 👏 in the comments to show your support!