Free Financial Workshops
Prospera’s investment seminars are hosted by our own Prosperity Partners and feature free hands-on training from our experienced financial consultant who cares about people and cares about your prosperity.
Upcoming Seminars
ESTATE PLANNING
A good estate plan can minimize taxes and provide peace of mind. Join us for a one-hour seminar on Estate Planning.
What you'll learn:
- Difference between wills, living wills, and living trusts
- How a health care POA compares to a double POA
- The details of what is included in an estate plan
- Strategies to determine which estate planning tools are best for you
Wednesday, December 11, 2019, 6:00 pm
LOCATION: Boys and Girls Club
600 Racine St., Menasha
HOSTED by Jeff D. Garrett
VP of Investment Services
Prosperity Partners
PRESENTED by Reg P. Wydeven,
Attorney
McCarty Law, LLp
Please, RSVP no later than Monday, December 9 using the form below.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
Insurance products are offered through LPL or its licensed affiliates. Prospera Credit Union and Prosperity Partners are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Prosperity Partners, and may also be employees of Prospera Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Prospera Credit Union or Prosperity Partners .
Securities and insurance offered through LPL or its affiliates are: