Palm Beach Associates- Thrivent Financial

12/16/2025

2025 PBA Conference

09/26/2025

09/16/2025

Joanna Circle : Pillows for the soaring eagle tribe. We are proud of our thrivent members and the impact they are making.

09/05/2025

Ready to take the first step toward a career as a financial advisor? Learn more by visiting: https://connect.thrivent.com/palm-beach-associates

07/19/2025

https://us06web.zoom.us/webinar/register/WN_fP9m09TASfqcizO7K_uwqw

Join us for a webinar offering valuable insights into current market & economic trends. Key topics include: 1. Inflation & long‑term price pressures 2. Market volatility 3. Geopolitical tensions & trade uncertainty 4. High equity valuations & concentration risk 5. Policy & regulatory uncertainty I...

02/26/2025

https://us02web.zoom.us/webinar/register/4417358557989/WN_dYE_P06QTcqrzz9_m3u47A #/registration

This webinar is designed for anyone who will be retiring soon, has recently retired, or is well into their retirement. Special Guest Speaker - Financial Consultant - Eric W. Bilger, FIC No Products will be sold. Thrivent and its financial professionals do not provide legal, accounting or tax advice....

02/25/2025

https://thrivent.zoom.us/webinar/register/8817313430441/WN_rPETTpGZRu2XbhsDTdmoMg #/registration

Climbing a mountain takes different skills than getting back down. It’s the same with retirement. After decades of saving, you may realize that you need a solid strategy to make your money last through the years ahead. Join us for “What’s Your Retirement Style”, an exclusive conversation wit...

02/24/2025

We are excited to welcome Carlos Perez to Palm Beach Associates as our new Marketing Specialist. Carlos will be responsible for managing all media-related and online marketing efforts, such as creating digital content, implementing marketing campaigns, and analyzing digital trends. He will also contribute to enhancing our online presence, driving engagement with clients, and ensuring that all marketing strategies align with the firm's goals.

02/09/2025