Resources for you
LIFEstageTM Personal Guidance by Prospera Credit Union
LIFEstageTM Personal Guidance for every stage of your financial life.
Prospera - On Your Own
Starting on Your Own is an exciting time! Let Prospera Credit Union help get you off on the right foot financially.
LIFEstageTM Starting On Your Own
Meet Kate! Prospera Credit Union helped her become financially ready to start on her own.
Prospera - Parenting with Teens
Parenting with Teenagers is a challenging and rewarding time. Let Prospera Credit Union help you prepare for dueling financial futures.
Parenting with Teenagers
Meet Jan and Kate! Learn how to help your teen become a financially responsible young adult.
Prospera Credit Union - The Story of Jan & Kate
Meet Jan and Kate! Both are at different stages financially. Watch how Prospera LIFEstageTM helped them!
Budgeting Help: Budgeting 101
Prospera’s Director of Marketing walks through the budgeting process and a budgeting worksheet.
LIFEstageTM Personal Guidance by Prospera Credit Union
Prospera created LIFEstageTM Personal Guidance to help individuals and families manages their finances through all stages of life.
College Budgeting Worksheet
A modified version of our general budgeting worksheet specifically catered to college students.
Prospera Credit Union Scholarship Application
Prospera is giving away two $500 scholarships.
Money Smart Week Scholarship Application
In support of Wisconsin’s Money Smart Week, the Money Smart Week Fox Cities Committee and its partner organizations are sponsoring the Money Smart Scholarship Contest. Graduating high school seniors are encouraged to answer this year’s Money Smart Question (see below) with an essay of 500-750 words. Three finalists will be selected and one student will be named this year’s Money Smart Scholarship winner and receive a $1,000 scholarship. Two runner-ups will each receive a $500 scholarship.
Do you know how much you’re spending each month? Use this budgeting analysis to create a monthly budget.
Checklist - Starting on Your Own
This one-page PDF is to help those who are newly starting on their own.
Checklist - Singles
This one-page PDF is to help get singles on the right financial track.
Checklist - Couples
This one-page PDF is a simple checklist to get that financial conversation started between a couple.
Checklist - Parenting Young Children
This one page PDF is for parents with young children to get on the right financial track.
Checklist - Parenting with Teenagers
This one page PDF is for parents with teenagers to help plan for dueling financial futures.
Checklist - Empty Nesters
This one page PDF is for empty nesters.
Checklist - Retirees
This one-page PDF is a simple checklist for new (or almost) retirees to get their finances in order.
Checklist - Divorced
This one-page PDF is to help through the difficult journey of divorce.
Checklist Transitions - Widow/Widower
This one-page PDF is to help with the difficult financial transition of becoming a widow or widower.
Important Information for 2015
Annual meeting date and time
How to receive your tax refund electronically
New wire fees effective March 1, 2015
How to deal with changes in pension benefits
Jeff Garrett, a senior financial consultant with Prospera Credit Union, Appleton, discusses how to deal with changes in pension benefits.
Take steps to prepare for home-buying process
Sheila Schinke, CEO of Prospera Credit Union, discusses steps to take to prepare your finances for the home buying process.
Financial Advice for New Graduates
Sheila Schinke, CEO of Prospera Credit Union, gives financial tips and advice to new graduates.
Getting your teen on the right financial path
Sheila Schinke, CEO of Prospera Credit Union, discusses how to get your teen on the right financial path.
Become an attractive buyer
Bob Dorn, a mortgage loan officer at Prospera Credit Union in Appleton, discusses how you can become an attractive buyer.
Community Coloring Contest Benefiting Sexual Assault Crisis Center
SUPPORT SEXUAL ASSAULT CRISIS CENTER
Help support Shonna Prickette, Prospera Director of Internal Operations, as she dances in Shall We Dance 2017 benefiting Sexual Assault Crisis Center – Fox Cities, Inc.
Starting August 1, 2017, $5 will buy you an entry into a Community Coloring Contest to Benefit The Center. All ages are welcome to participate. Entries can be purchased at any Prospera Credit Union location or Pinot’s Palette Appleton.
What: Community Coloring Contest benefiting the Sexual Assault Crisis Center. Only 1,000 entries available! $5 per entry. One winning entry chosen per age group; winners receive $100 each! One $500 prize awarded to one of the five age group winners! $500 prize will be chosen via Facebook votes.
Who: Open to the community! There will be five age groups and a $100 winner chosen from each! 0-5; 6-9; 10-13; 14-17; 18+
When: August 1, 2017 – August 31, 2017 at 5:00 p.m. CST.
Click here for complete details and rules.
“I went to the student loan seminar and I would HIGHLY recommend it for our families. I had originally thought it was going to be a sales pitch for a loan through Prospera and it was anything BUT that. As a mom of a freshman, I think it was even good to attend now rather than waiting until my kids are upperclassmen. It makes you want to start saving as soon as possible instead of having to take out loans later on. They really help you understand the loan process and how it works.”
– High School Guidance Assistant