Improve your financial literacy: register for a free financial workshop
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.
All seminars are held at 6 pm at 849 Warsaw St., Menasha, WI.
Upcoming Seminars
- Social Security - September 14, 2022
- Five factors to consider when deciding when to apply benefits
- How to coordinate benefits with your spouse
- How to minimize taxes on Social Security Benefits
- How to coordinate Social Security with your other sources of retirement income
- Retirement Income Planning - October 19, 2022
- Review the main factors you need to consider as you plan for retirement
- Discover four strategies for drawing retirement income from your assets
- Identify the strategy best able to help you pursue your retirement income needs
- Learn the hallmarks of a "best-case strategist"
Free Investment Seminar Registration
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: