Daniel Meyers - Thrivent

Wishing you and your loved ones a safe and relaxing Labor Day.

Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about.

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Licensed and ready for more? Find your opportunity at Thrivent.​

Our financial advisors provide meaningful money guidance to clients. Plus, they enjoy lucrative income, advancement opportunities and industry-leading support.​

Put your credentials to work at a different kind of financial services company: thriventcareers.com/3uN8QJE

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.

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

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Trillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.

Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.

It can also help you:
• Align your assets with what matters most.
• Set clearer expectations for loved ones.
• Reduce uncertainty with intentional planning.

Discover how to help secure your legacy for your loved ones ⬇️

The great wealth transfer: What baby boomers need to know Use estate planning, trust strategies and tax‑smart moves to pass wealth with clarity and set future generations up for lasting security.

A Solo 401(k) offers flexibility, tax advantages and the opportunity to maximize your retirement savings as a self-employed professional. Learn more about how it works and how it compares to other retirement plans here: https://bit.ly/3SIE9RK

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.

This is how you’re set up to succeed as a Thrivent Virtual Financial Advisor:​

• Get stable income while you enjoy a flexible work arrangement.​
• Follow a structured development plan with intentional support.​
• Lay the foundation for your long-term success helping clients we bring to you.​

Discover a career where your success is our priority: thriventcareers.com/4oON00g

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