Free Workshop Series


Workshop One: Retirement Income Strategies (PAST)

Workshop Two: Tax Reduction Strategies (SECOND SESSION ADDED!)

Workshop Three: Social Security Planning

Presented by:
Jeff D. Garrett, Senior Financial Consultant
Prospera Investment Services

RSVP no later than the Tuesday prior to your desired workshop date (see below for details) by filling out the below form or to Tiffany Person at 920-882-4783 or [email protected]

Light dinner provided – sandwiches, chips and beverages.




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Retirement Income Strategies

Retiring in the next five years? Your retirement could last 30 years or more! In this free one hour interactive seminar, you’ll learn four strategies for creating retirement income that lasts as long as you do.

Tuesday, October 10, 2017

6:00 pm at Boys & Girls Club – Menasha Community Room

600 Racine St., Menasha  (Park and enter on Sixth St.)

Tax Reduction Strategies

In this short, one hour workshop you’ll learn tax reduction strategies, how to protect your spouse, social security planning and how to calculate health costs in retirement.

Tuesday, November 14, 2017 (FULL)

Thursday, November 16, 2017 (NEW SESSION ADDED!)

6:00 pm at Prospera Credit Union

4830 N. Ballard Rd., Appleton (Park along Ballard Rd. and enter at Corporate Entrance)

Social Security Planning

In this one-hour workshop, come learn how Social Security works under the new rules and how the decision you make about when to start your benefit can have a tremendous impact on the total amount of benefits you and your spouse stand to receive over your lifetime.

Tuesday, December 12, 2017

6:00 pm at Prospera Credit Union

849 Warsaw St., Menasha (Park and enter at south end of building)