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.
Taxes and Retirement Seminar:
Wednesday, May 20, 2020 at 6 pm Wednesday, November 18, 2020 at 6 pm
849 Warsaw St., Menasha, WI
Retirement Income Planning Seminar:
Wednesday, September 16, 2020 at 6 pm
849 Warsaw St., Menasha, WI
Upcoming Virtual Seminars
Protecting Assets From Nursing Home Costs
Wednesday, April 15, 2020, at 6:00 pm
We will discuss:
- Will or Trust
- Health Care POA
- Financial POA
- Living Will
- Medicare
- And more
HOSTED by Prosperity Partners
PRESENTED by Patrick Furman
Epiphany Law
Savvy Social Security Planning
Wednesday, April 22, 2020, at 6:00 pm
This informative seminar covers the basics of Social Security and reveals essential strategies for maximizing your benefits.
At this free educational seminar, you’ll learn:
- 5 factors to consider when deciding when to apply for benefits
- How to coordinate benefits with your spouse
- How to manage taxes on Social Security benefits
- How to coordinate Social Security with your other sources of retirement income
HOSTED by Prosperity Partners
PRESENTED by Jeff D. Garrett,
Vice President of Investment Services,
Prosperity Partners
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: