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
LEARN HOW TO PLAN FOR LONG TERM CARE
When planning for retirement, we often think about protecting our assets, taxes or inflations, but there’s an increasing need to consider the effect of long term care costs.
This can be expensive, and if you don’t have an adequate strategy to cover these costs, your assets could be rapidly depleted. Fewer than one-third of Americans age 50+ have begun saving for long-term care. Do you have a plan?
Wednesday, November 13, 2019, 11:30am or 5:30pm
LOCATION: Double Tree by Hilton
150 S Nicolet Rd, Appleton, WI
A light lunch/dinner will be provided.
HOSTED by Jeff D. Garrett
Senior Financial Consultant
Prospera Investment Services
PRESENTED by Neil Dunham, CMFC
Regional Vice President
Global Atlantic Financial Group
Please, RSVP no later than Friday, November 8 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: