Heart of the Valley Group Bay Area
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General Information
Locality: San Jose, California
Phone: +1 408-217-2934
Address: 6203 San Ignacio Ave Suite 110 95119 San Jose, CA, US
Website: connect.thrivent.com/thomas-bruckner
Likes: 113
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Join us for 5 Keys to Retiring Fearlessly, a free virtual workshop hosted by Ken Truyman on 11/18 at 4:00 pm. Learn insights that can help you achieve your retirement goals. Please RSVP here: https://connect.thrivent.com/heart-of-the-valley-g/events/ No products will be sold.
Join us tonight at 5:00 pm for our Economic Update and get Thrivent’s perspective on the economy and how it could affect your financial strategy. Please RSVP here: https://connect.thrivent.com/heart-of-the-valley-g/events/ No products will be sold.
There's still space available at our free November 5th Economic Update workshop. Join us and get Thrivent’s perspective on the economy and how it could affect your financial strategy. Please RSVP here: https://connect.thrivent.com/heart-of-the-valley-g/events/ No products will be sold.
Feel like you're hitting some financial speed bumps lately? Let's talk through what may be slowing you down. Together, we'll create a strategy to help keep you moving forward toward your goals.
Please join us in celebrating four fall birthdays! Lisa (9/20), Gayle (10/11), Troy (10/28 - today), and Rebekah (11/03). We are so grateful to have each one of you on our team. Don't forget to share your well wishes if you catch any of them on the phone!
Your investments should match your life plan. From flexibility to risk tolerance, let’s find the right strategy for you. Connect with us here: https://connect.thrivent.com/heart-of-the-valley-group/
October is Pregnancy and Infant Loss Awareness Month. Clients with membership, if you or someone you know has experienced a miscarriage, stillbirth or loss of a newborn, a complimentary care package for grieving parents was created just for you. Keep it for yourself or share it with a friend to help them with healing. Learn more. https://www.thrivent.com//member-benefits-and-programs.htm
Join us on November 5th for our free Economic Update workshop. Find out how you can use the latest economic and market data to make prudent money decisions. RSVP here: https://connect.thrivent.com/heart-of-the-valley-g/events/ No products will be sold.
In a stock market rally that has defied expectations, what can we expect in the coming months as the country and economy recover from the impact of the COVID-19 pandemic?
The stock market continued on an upward trend even as the recession and the COVID-19 pandemic lingered on. What sectors have been leading the market?
Make sure your investments are working hard for your goals. We can give you the guidance that gets you where you want to go. Let’s connect: https://connect.thrivent.com/heart-of-the-valley-group/
With the economic effects of COVID-19 still lingering, stocks are surprisingly on the rise. Thrivent Mutual Funds explains how in the September market update.
When it comes to your long-term money goals, your home can be a useful tool. When you have equity in your home, you can leverage it to meet different financial milestones throughout your life. Learn more about home equity loans from our friends at Thrivent Credit Union. https://bit.ly/3iinGM3
With the U.S. Presidential election fast approaching, market investors are beginning to look at how politics may affect the economy, capital markets and prospective investment returns.
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