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 will have a virtual and in-person option with the exception of the Women and Wealth Seminar, this will be an online-only seminar.
Social Security Seminar
- Presenter: Jeff D. Garrett, Prospera Credit Union
- IN-PERSON Session: Wednesday, October 21 at 6:00 pm
- VIRTUAL Session: Thursday, October 22 at 6:00 pm
- Where: 849 Warsaw St., Menasha
What You'll Learn:
- 5 factors to consider when deciding when to apply for benefits
- How to coordinate benefits with you spouse
- How to minimize taxes on Social Security benefits
- How to coordinate Social Security with your other sources of retirement income
Taxes and Retirement Seminar
- Presenter: Jeff D. Garrett, Prospera Credit Union
- IN-PERSON Session: Wednesday, November 18 at 6:00 pm
- VIRTUAL Session: Thursday, November 19 at 6:00 pm
- Where: 849 Warsaw St., Menasha
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: