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Introducing Merritt Jezwinski, Financial Associate at ThriventMerritt Jezwinski is dedicated to helping individuals, families, and businesses make the most of their financial resources. As a Financial Associate with Thrivent, she works closely with her clients to create tax-efficient strategies that align with their goals, specializing in tax efficiency, retirement planning, and supporting military servicemembers. Merritt’s mission is to ensure her clients achieve financial clarity while preparing for the future.
Thrivent, a Fortune 400 company, stands apart by offering a holistic approach to financial services, with five pillars: insurance, investments, financial planning, banking, and generosity. What makes Thrivent unique is the flexibility it gives clients to choose how they want to work with us.
Before joining Thrivent, Merritt served as a Human Resources Specialist (42A) and a Civil Affairs Specialist (38B) in the US Army Reserves, experiences that honed her leadership and client-focused skills. A graduate of UW-Madison, Merritt discovered her passion for financial guidance during her studies and has since devoted her career to helping others achieve their financial goals.
Outside of work, Merritt enjoys spending time with family and friends, staying active at the gym, and exploring new recipes in her favorite cookbooks.
In our upcoming workshop, we’ll focus on how finances can differ for women and provide key steps to ensure your financial plan is on the right track. Don’t miss this opportunity to gain insights and take control of your financial future!
Registration includes lunch and this incredible speaker!
If you'd like to join us, please register at: https://www.pwcwi.org/content.aspx?page_id=4002&club_id=377932&item_id=2380789
We look forward to seeing you there!
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Event Venue & Nearby Stays
Best Western PREMIER Waterfront Hotel & Convention Center, 17 N Main St, Oshkosh, WI 54901-4810, United States,Oshkosh, Wisconsin
Tickets
