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.
Medicare Seminar:
Wednesday, March 4, 2020 at 6 pm
849 Warsaw St., Menasha, WI
Long Term Care (LTC) Seminar:
March 2020
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
Retirement Income Planning Seminar
What you'll learn:
- Review the main factors you need to consider as you plan for retirement
- Discover 4 strategies for drawing retirement income from your assets
- Identify a suitable strategy to help you pursue your retirement income needs
- Learn the hallmarks of a “best-case strategist”
Wednesday, February 19, 2020
LOCATION: 849 Warsaw St., Menasha, WI
HOSTED by Jeff D. Garrett
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: