Values Based Budgeting

A solid budget can be key to a successful financial future. So can communicating your values. Join us for this workshop where you will learn how to develop a budget, manage your money as you work toward your goals and get advice on discussing your plans with others.

Instructors

Tracy Berglund

As a Thrivent Financial representative, I’m called to help my clients combine their values and finances in ways that help enable them to reach their goals. Through a full range of products and services— which may include insurance, annuities and investments— I can help you create a financial program designed exclusively for you, whether you want to strengthen your financial position, save for a specific need, like retirement or education, develop tax-advantaged strategies or share your time, talents and treasures.


Terri Ferrise

Terri Ferrise is a financial professional with Thrivent Financial and has worked in the financial services industry for more than 20 years. She has a passion in being a trusted advisor working with families, women and small business owners, educating and helping them with where ever they are at in their money journey to be wise with their money, so they can live generously.

Terri’s experience within the industry prior to Thrivent Financial includes working in key roles for a fast-growing investment bank in Minneapolis, technology company and consulting organization. She has presented at industry trade shows across the United States and has served on numerous boards and councils within the community and nationally including the Women’s Leadership Council of United Way.

Terri received her bachelor’s degree in marketing and business administration from Concordia University, and a master’s degree in Business Administration from the University of St. Thomas.

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  Terri Ferrise , Tracy Berglund


Stillwater Area High School : PAC - G113 (Health)
Monday, Nov 4
6:00 - 7:30 PM

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$ 20.00
per person