Join us at

Biloba Brewing Company 
2970 N Brookfield Rd, Brookfield, WI 53045

About your presenters

Katie’s career has been steered by a commitment to connecting people with tools to help them live their best lives. For 20 years, she worked as a therapist and non-profit leader, focusing on helping people access programs to improve their wellbeing. Katie joined Thrivent to continue her work in helping people create a better future for themselves, their families, and their communities.

Katie Cavanaugh
Financial Advisor

Scott Herrmann
ChFC®, FIC, CKA®

Getting a holistic picture of your finances and identifying your next steps isn’t always easy or clear. That’s why I’m here to provide the expertise and support you need. As a financial professional licensed to offer advisory services, I can take a comprehensive look at your financial landscape and craft a plan to help ensure you’re well positioned to reach your goals.

Join us at

New Berlin Ale House
16000 W Cleveland Ave, New Berlin, WI 53151

About your presenters

Katie’s career has been steered by a commitment to connecting people with tools to help them live their best lives. For 20 years, she worked as a therapist and non-profit leader, focusing on helping people access programs to improve their wellbeing. Katie joined Thrivent to continue her work in helping people create a better future for themselves, their families, and their communities.

Katie Cavanaugh
Financial Advisor

Mark Haglin
ChFC®, CLU®, FIC

Mark followed in his father’s footsteps into a career with Thrivent almost 30 years ago.  With great early success as an advisor, Mark moved into successive leadership roles with Thrivent - leading, teaching and training financial advisors across the country.  Mark is back in his home state running his own financial planning practice. Mark worked toward and received several premier professional designations including Chartered Financial Consultant ChFC® and Chartered Life Underwriter CLU®. He maintains his commitment to continuous learning in order to best serve his clients.

Join us at

Oconomowoc Community Center
220 W. Wisconsin Avenue, Oconomowoc, WI 53066

Join us at

Brookfield Conference Center
325 S Moorland Rd, Brookfield, WI 53005

Join us at

Delafield Brewhaus
3832 Hillside Dr, Delafield, WI 53018

Join us at

The Ingleside Hotel
2810 Golf Rd, Pewaukee, WI 53072

Join us at

Rivermoor Golf Club and Restaurant
30802 Waterford Drive Waterford, WI 53185

Kristen LaFranzo
Financial Advisor, BFA™

Be confident throughout your financial journey! Where are you at today, and where do you want to be tomorrow? We can work together to develop your financial strategy that reflects your goals and values. Let's find the path to move you forward, while protecting you from taking steps back. Everyone deserves financial clarity, and I’m here to help you find it.

I'll draw upon my expertise to: create a customized financial plan, unique to YOU, provide investment strategies to help build for your future and retirement, help you make informed investment decisions, protect what's important to you, retire with confidence and create a multigenerational wealth plan.

I look forward to learning about your goals and walking alongside you on your path toward financial clarity.

About your presenters

Katie Cavanaugh
Financial Advisor

Katie’s career has been steered by a commitment to connecting people with tools to help them live their best lives. For 20 years, she worked as a therapist and non-profit leader, focusing on helping people access programs to improve their wellbeing. Katie joined Thrivent to continue her work in helping people create a better future for themselves, their families, and their communities.

Timothy Kiesling
CLU, ChFC, CASL, RICP, WMCP

Tim comes to Thrivent following a career as a nationally recognized speaker and consultant on retirement income strategies.
 
Tim has spoken at numerous industry events, provided content for several podcasts, and served as an Adjunct Instructor at The American College.

Tim began his financial services career more than 30 years ago as a Financial Advisor before moving to the Home Office of a Fortune 500 insurance company, where his strategies played a key role in more than doubling the company’s annuity sales. Tim later formed his own company working with financial advisors and their clients across the country.
 
Tim is married to his high school sweetheart, Jen, and they have three children, Brianna, Karina, and Connor. He enjoys spending time with his family and participating in their school, church, and athletic activities.

Join us at

Cotton Exchange - Plantation Room
345 Hickory Hollow Road, Waterford, WI 53185

Maximize your social security income

Bonus: we will provide a complimentary meal as our 'thank you' for joining us!

If I file and continue to work, how will my benefits be affected?

When should I file for Social Security benefits?

Will I pay taxes on my Social Security benefits?

Thrivent invites you to this special event in your area: Savvy Social Security. Don't miss out on potential opportunities to maximize your social security income.

Join us as we cover these common questions:

About Thrivent

We’re more than a financial services organization—we’re your partners in navigating life’s financial challenges with care and focus on what matters most to you. 

Our unique combination of financial services and generosity programs helps clients make an impact on the people, causes and communities they love.

No products will be sold.

"World’s Most Ethical Companies" and "Ethisphere" names and marks are registered trademarks of Ethisphere LLC. For details, visit http://worldsmostethicalcompanies.com.
* Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
**As of Dec. 31, 2024.

©2026 Thrivent. All rights reserved.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. Thrivent.com/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Corporate Center

Operations Center

Phone

600 Portland Avenue S., Suite 100 Minneapolis, MN 
55415-4402 USA

4321 N. Ballard Rd. 
Appleton, WI
54919-0001 USA

800-847-4836

Check the background of our professionals on FINRA's BrokerCheck.

27764-1 OML R2-26

Join us at

Hotel Retlaw
Lake and Terrace Room
One N Main St, Fond du Lac, WI 54935

We’re here to answer your questions

Get the financial guidance you're looking for by attending this event.

Bonus: appetizers will be served as our 'thank you' for joining us.

If I file and continue to work, how will my benefits be affected?

When should I file for Social Security benefits?

Will I pay taxes on my Social Security benefits?

Thrivent invites you to this special event in your area: Savvy Social Security. Don't miss out on potential opportunities to maximize your social security income.

Join us as we cover these common questions:

About your presenter

Scott Herrmann, ChFC®, FIC, CKA® 
Wealth Advisor

Scott founded Shoreline Group and his office is located in Burlington. He specializes in estate strategies, retirement income planning, solutions for businesses, education funding strategies, life insurance and investments.

Outside the office, Scott enjoys home improvement projects, spending time with friends and family, serving on his church’s technology team and cheering for the Bears. Above all, he enjoys being with his wife, four adult children and seven grandchildren. He also loves helping others and looks for opportunities to give back often in the community.

About your host

Jonathan D Leonard, FIC
Financial Associate

I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool, one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.

I am proud to give back to the Waupun community as President of REACH, helping bring poverty awareness and relief to the community. I earned my Bachelor of Science in Business, Management, Marketing and Related Support Services from the University of Wisconsin - Green Bay.