Susan Lovejoy - Thrivent Financial

09/03/2026

Legacy Living: Conversations Worth Having Now
We all have plenty of time left…until we don’t.
Whether it’s months, years, or decades from now, life can change in an instant — for you, a loved one, or a client. And we all want to avoid a frustrating end-of-life scavenger hunt.

Closure Mapping helps bring peace of mind — and powerful outcomes.
Use our bite-sized approach to create your own unique “Closure Map” to ensure your plans and wishes are honored. This interactive guide walks you through 40 steps — some tactical, some nostalgic, all customizable to your unique situation.

There are three options to attend this webinar:

Sept. 29 at 12:30 am or 7:30pm ET

Sept. 30 at 9:30pm ET



Register: tinyurl.com/5xf5wacp


No products will be sold. Speakers are not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.

08/27/2026

Many people approaching retirement feel unprepared or unsure whether their investments are positioned appropriately for this stage of life.

➡️ Before refining your strategy, it helps to revisit three core factors: your goals, your time horizon and your risk tolerance. Together, they can reveal whether your current allocation still supports what you need in the years ahead.

If you’re wondering whether you’re on track, let’s talk. We can review your investing strategy together and build a financial plan that supports you now—and throughout retirement.

See thrivent.com/social for important disclosures.

08/04/2026

Feeling behind on retirement savings? You’re not alone.

No matter your age, there are steps you can take—and every step forward counts.

Not sure where to start? Let’s talk. Together, we can create a personalized strategy to help you work toward your retirement goals.

See thrivent.com/social for important disclosures.

07/29/2026

Investing for retirement can feel overwhelming. No matter where you are on your journey, the key is to be consistent and stick with it. A strong retirement investment strategy includes:​

✔️ Portfolio diversification​
✔️ Understanding your risk tolerance and adjusting over time​
✔️ Investing in tax-advantaged accounts like IRAs and 401(k)s​

Learn more about investing for retirement. ⬇️

Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax-advantaged accounts.

07/21/2026

The right financial product is the one that aligns with where you’re at in life. An annuity can provide stable, predictable income. Resonate with where you’re at and what your needs are? Let’s talk about how an annuity can fit into your overall financial plan.

Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures.

07/15/2026

Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities:

👉 You don’t pay taxes on your earnings until you withdraw your money, which helps your money accumulate even faster.
👉 It could supplement other sources of guaranteed income, like Social Security or a pension
👉 It could provide a stable and predictable income source to cover your essential expenses in retirement.

To learn more about fixed annuities: https://bit.ly/4kBW6tN

07/09/2026

Annuities may help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4jpD7Ss

07/04/2026

Have a fun and memorable Fourth of July celebration!

06/30/2026

Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.​

Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.

You can claim your Social Security retirement benefits as early as age 62. If you have limited retirement savings or more immediate income needs, delaying benefits can feel like a missed opportunity, especially if you're in good health or have other resources available. Here's why it may pay to…

06/25/2026

Scammers have evolved their tactics, and their schemes have become more convincing and a lot harder to recognize. That’s why awareness matters.

Protect yourself by staying up to date on the latest scams: https://bit.ly/492hx4g