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Investment Seminarshands on learning

Register online below and attend an upcoming investment seminar.

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Choose a session and reserve your spot.

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.

Register Today

Gain practical knowledge from experienced financial consultants. Transform your financial outlook.

Free Investment Seminar Registration

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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:

NOT INSURED BY NCUA or ANY OTHER GOVERNMENT AGENCY
NOT CREDIT UNION GUARANTEED
NOT CREDIT UNION DEPOSITS or OBLIGATIONS
MAY LOSE VALUE