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.
Protecting Assets from Nursing Home Costs:
Wednesday, April 5, 2020 at 6 pm
849 Warsaw St., Menasha, WI
Social Security Seminar:
Wednesday, April 22, 2020 at 6 pm and Wednesday, October 21, 2020 at 6 pm
849 Warsaw St., Menasha, WI
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 Seminars
Medicare Seminar
Wednesday, March 4, 2020, at 6:00 pm
Medicare is a government health insurance program available to everyone at age 65. Learn when to enroll, what it costs, how Medicare compares to employer group plans, and what changes can be expected in the future. Health insurance is a big part of retirement. It’s important to maintain good health and save money, so begin planning early to avoid any surprises.
LOCATION: 849 Warsaw St., Menasha, WI
HOSTED by Prosperity Partners
PRESENTED by John Ulness
Ulness Health Insurance and Wellness
Long Term Care Seminar
Wednesday, March 18, 2020, at 5:30 pm
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.
HOSTED by Prosperity Partners
PRESENTED by Neil Dunham, CMFC
Regional Vice President
Global Atlantic Finacial Group
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: