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A qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift.A QCD ...
10/16/2026

A qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift.

A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs.

Find out more. ⬇️

Qualified charitable distributions (QCDs) allow people 70½ or older to donate required minimum distributions (RMDs) from an individual retirement account (IRA) and gain potential tax benefits.

Including a donation in your will or estate plan can help you make a lasting difference for the causes you care about. F...
10/15/2026

Including a donation in your will or estate plan can help you make a lasting difference for the causes you care about. From designating a nonprofit as a beneficiary to making a bequest or establishing a trust, there are a variety of flexible ways to give—and potential tax benefits too.

Explore your options for donating through your will. ⬇️

Offering donations to charities and organizations is one of the best ways to live your values and transform the lives of future generations. By donating to charity in your will, you can continue helping the causes you care about most and leave a lasting legacy.

Do you know the five phases of your retirement? There are many options if your goal is to grow, spend and give more of y...
10/15/2026

Do you know the five phases of your retirement? There are many options if your goal is to grow, spend and give more of your wealth.
Join us to learn more at our workshop, the Five Phases of an IRA!

đź“… Wednesday, November 4

⏰ 6:00pm

⛳ Bogey Hills Country Club in St. Charles, MO.

🍽️ Dinner will be served.

Limited space available for this free event.
Sign up today: bit.ly/5phases-stcharles

No products will be sold. 27764-13M N1-24

If giving is important to you, consider a strategy that maximizes your charitable impact.
10/15/2026

If giving is important to you, consider a strategy that maximizes your charitable impact.

Learn how to make the most of your charitable donations with strategies that align your giving goals with financial planning while maximizing tax benefits.

Being able to support the causes you care about can be one of the most meaningful parts of your financial journey. A don...
10/14/2026

Being able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further.

A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give.

Explore whether a DAF is right for you. ⬇️

Learn how donor-advised funds work, the potential tax benefits, and how DAFs can help you support the causes you care about with charitable giving.

Relationships are at the heart of every successful financial practice.If you're someone who enjoys making connections, g...
10/14/2026

Relationships are at the heart of every successful financial practice.

If you're someone who enjoys making connections, growing your network and helping others reach their goals, those strengths could help you build a meaningful practice of your own.

Explore financial advisor opportunities at Thrivent: thriventcareers.com/4dtC5o8

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies a...
10/13/2026

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Looking to make a meaningful impact with your charitable giving while maximizing tax benefits? This guide explores different charitable giving strategies and how they can help you support the causes you care about in a tax-efficient way.

Higher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and...
10/13/2026

Higher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️

Resilient growth, higher rates, energy-driven inflation and the AI investment boom are shaping the market outlook.

If you’re age 55 or older, you may be able to access your 401(k) early. Reach out to learn more about the rule of 55 and...
10/12/2026

If you’re age 55 or older, you may be able to access your 401(k) early. Reach out to learn more about the rule of 55 and how it may impact your retirement planning.

See thrivent.com/social for important disclosures.

You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ htt...
10/10/2026

You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/4g9R3l2

Address

6698 Keaton Corporate Parkway, Suite 103
O'Fallon, MO

Opening Hours

9am - 12pm

Telephone

+16365424040

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