Five Keys to Retiring Fearlessly

Discover five key strategies that can help you build a more confident retirement. This educational workshop explores ways to create reliable income, manage market volatility, help ensure your savings last throughout retirement, gain greater control over taxes, and prepare for unexpected life events. Whether you're approaching retirement or already retired, you'll learn practical concepts designed to help you make informed financial decisions and better align your resources with your retirement goals.

Sophi Heim

Thrivent

I grew up in southeastern Minnesota and am proud to serve individuals and families throughout the Albert Lea and Rochester areas as a Financial Advisor with Thrivent. I'm passionate about helping people make confident financial decisions through retirement planning, investment strategies, and protection planning.

I believe financial planning should be approachable, easy to understand, and centered around what matters most to each person. My goal is to simplify complex financial topics and provide practical guidance that helps people feel confident about their future.

Outside of work, you'll often find me spending time with my family on our farm outside of St. Charles, hanging out with my nephews, traveling, tackling home improvement projects, or finding any excuse to be outdoors. I look forward to sharing insights and strategies that can help you take the next step toward your financial goals.

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BSFN30
Starts Tue, Aug 18th 2026 6:00 - 7:00 PM
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Brookside Education Center
Price: $10.00 - per person
Instructors:
  • Sophi Heim
DateTimeLocation
Tue, Aug 18th 2026 6:00 - 7:00 PM Brookside Education Center
Map / Location
Location map for Brookside Education Center