Faith-based Financial Literacy

October 3, 2011Suzanne Olson

2

Thrivent Financial for Lutherans

• Not-for-profit Financial Services Organization (Fortune 500)

• Member-owned Fraternal Benefit Society

– Congregations

– Institutions

– Communities

• Based in Minneapolis, MN and Appleton, WI

• Field representatives nationwide

3

Financial Education Workshops

• Faith and Values emphasis

• Stewardship approach promotes concepts of Share, Save and Spend

• More than two dozen workshops:

– Life Events

– Basic Money Management

– Advanced Money Management

– Giving Back

– Kids/Teens & Money

4

Where do workshops take place?

• 3 out of 4 workshops take place in congregations

• 60,000 participants per year• Adult education / youth enrichment• Other locations: restaurants, community

centers, field offices

5

Online Financial Education

• Reaching Wider Audience– Thrivent.com/findaworkshop– Thrivent.com/jobchange– Monthly tips via E-newsletter– Thrivent.com/onething

• Daily Money Savvy Tips by Age Bracket• Calculator to Tally Savings• Fun Quiz to Gauge Progress