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Tax Strategies Essentials

Adult / Professional & Life Skills -
Adult Summer 2024

My goal as a Thrivent financial professional is to help you achieve the financial clarity you need to focus on what matters to you. I will provide you with general information about the impact income taxes could have on your financial decisions. Using this information, we can identify potential ways to revise your strategy so that it’s structured to make the most of your tax situation.

Instructors

Sarah Coffey

Getting your finances in order isn’t always easy or clear. That’s why I’m here to provide the expertise and support you need. Whether you’re just starting out or preparing for a meaningful retirement, you deserve personalized financial guidance driven by what’s important to you. Together, we’ll assess your financial picture and explore how you can: 

• Protect your financial future. 

• Invest with purpose and manage your assets. 

• Explore more tax-efficient ways to manage your money. 

• Save and prepare for income in retirement. 

• Pay for college or education expenses. 

• Give to causes that matter to you. 

Professional Highlights 

• Member— Women in Insurance and Financial Services. 

• BFA™ (Behavioral Financial Advisor™), a designation granted by Kaplan Financial Education. 

Education and Experience 

• FINRA Series 7 General Securities Representative. 

• FINRA Series 66 Uniform Combined State Law. • Life & Health Insurance License in AZ, CA, FL, IA, MN, MO, TX, WI.

Ben Thompson

As a Financial Advisor, I understand getting your finances in order isn’t always easy or clear. That’s why I’m here to provide the expertise and support you need. Whether you’re just starting out or preparing for a meaningful retirement, you deserve personalized financial guidance driven by what’s important to you.

Together, we’ll assess your financial picture and explore how you can:

  • Help strengthen your financial position.
  • Protect your financial future.
  • Invest with purpose and manage your assets.
  • Explore more tax-efficient ways to manage your money.
  • Pay for college or education expenses.

    • Professional Highlights

  • BFA™ (Behavioral Financial Advisor™), a designation granted by Kaplan Financial Education.
  • FIC (Fraternal Insurance Counselor), a designation granted by the Fraternal Field Managers’ Association.

    • Education and Experience

  • FINRA Series 7 General Securities Representative.
  • FINRA Series 66 Uniform Combined State Law.
  • Life & Health Insurance License in MN, IA, NJ.
    •  July 2024 
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    Map/Locations
    Locations
    Eisenhower Community Center
    1001 Minnesota 7
    Hopkins, MN 55305
    AS24-8523

      Sarah Coffey , Ben Thompson

    Eisenhower - Eisenhower Community Center : 215 Conf.Rm CC
    Tuesday, Jul 16
    6:30 - 7:45 PM
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