Jill Fischer - Thrivent

09/02/2026

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.

08/31/2026

Legacy planning doesn't have to be stressful. With the right tools and timely strategies, you can stay true to your vision and help your loved ones feel prepared.

Here are a few key things to keep in mind:
• The amount you can pass on without federal estate or gift tax is $15 million per person—or $30 million for married couples in 2026. These higher limits give families more flexibility and room to plan for the future.
• Preparing your wealth transfer priorities today can make a meaningful difference. Name beneficiaries, establish a will and consider trusts.
• Gifting can also play a role. Many people give annually to take advantage of the gift tax exclusion—up to $19,000 per person in 2026 without triggering gift tax.

A thoughtful approach can help more of what you’ve built reach the people and causes you care about. ➡️ https://bit.ly/4hpRIzN

08/29/2026

A SEP IRA can be an attractive retirement plan option, especially if your business has few or no employees. With limited administrative burden, tax advantages and flexibility, it could be the right fit for your personal and business' financial goals. Learn more here: https://bit.ly/4vddl9V

Let's chat about all the retirement plan options available to you and find the one that best meets your needs.

08/27/2026

A thoughtful succession plan can strengthen your business, support your team and prepare you for what's next. Discover the basics of succession planning here: https://bit.ly/44rq2mF

Let’s start building a succession strategy that fits your vision.

08/26/2026

Please join us Thursday Sept. 10, 2026 at Lakeview By Sue Barn, 15559 Southeast County Road 2576, Appleton City, MO, for an evening with great food, refreshments, entertainment, and celebrate your impact in the community over the last year.

Enjoy live music from Thrivent's Fred Hunt, while also supporting efforts that make a positive impact in our community.

We'll kick off the evening at 6:30 p.m. with drinks and dinner. Live music will begin at 7:30 p.m.

For more information and to please RSVP by August 31 to reserve your place. https://bit.ly/3U6BsKn?r=qr

See thrivent.com/social for disclosures. No products will be sold.

08/25/2026

A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.

Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.

For additional interest rates and other important information: https://bit.ly/4fIaSQk

See thrivent.com/social for important disclosures.

08/24/2026

An annuity can guarantee income in retirement. In an uncertain world, annuities offer predictable retirement income and can help ensure you don’t outlive your savings. They also offer tax advantages and are customizable to your unique financial situation. Learn some of the basics about annuities here: https://bit.ly/4goM2pe
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Let’s discuss how an annuity can fit into your retirement income strategy.

08/21/2026

Please join us Thursday Sept. 10, 2026 at Lakeview By Sue Barn, 15559 Southeast County Road 2576, Appleton City, MO, for an evening with great food, refreshments, entertainment, and celebrate your impact in the community over the last year.

Enjoy live music from Thrivent's Fred Hunt, while also supporting efforts that make a positive impact in our community.

We'll kick off the evening at 6:30 p.m. with drinks and dinner. Live music will begin at 7:30 p.m.

For more information and to please RSVP by August 28 to reserve your place. https://bit.ly/3U6BsKn?r=qr

See thrivent.com/social for disclosures. No products will be sold.

08/21/2026

No financial plan is truly complete without an extended care strategy—and here’s why.

Medicare and Medicaid offer only limited long-term care coverage, often leaving significant gaps. Out-of-pocket costs can quickly erode your savings and place added stress on you and your loved ones. That’s why extended care planning typically combines several sources, such as:

✅ Insurance
✅ Government programs
✅ Self-funding

The earlier you plan, the more flexibility and options you’ll have. Let’s connect to create a strategy that fits seamlessly into your overall financial plan.

See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.