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Road Map to Retirement – August 7, 2014

Commonly made IRA planning mistakes could be putting your retirement plans in jeopardy. In this FREE workshop, learn 12 common IRA planning mistakes to avoid.


Thurday, August 7, 2014 6:00pm-7:30pm


Prosperwell Financial 15600 35th Ave N Suite 101 Plymouth, MN 55447
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Women, Money and Happiness – August 19, 2014

A fun and empowering workshop on investing for women.  Topics include retirement planning, estate planning, college planning, insurance, asset allocation, the difference between men, women and money and MUCH MORE!


Tuesday, August 19, 2014 5:00pm-6:30pm


Prosperwell Financial 15600 35th Ave N Suite 101 Plymouth, MN 55447
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“The Power of Networking” – Women’s Networking Luncheon

Join us for the Women’s Networking Luncheon of the year! Find out how to make sure you are getting the most out of your memberships and attendance. Our panel of networking experts will give you tips on how to take full advantage of each networking event you attend.

Teresa Thomas – Director of Women in Networking,
Marnie Ochs-Raleigh – President of NAWBO,
Alyssa Granlund – Director of eWomenNetwork,
Janel Anderson – President of We-MN,
Shannon Johnson – Founder of Twin Cities Metro Woman Directory/Encourage Her Network

11:00am-11:30am – Registration and Networking,
11:30am-1:00pm – Lunch and Panel,
1:00pm-1:30pm – Open Networking,

$50 per person – Early Registration ends August 8, 2014,
$60 per person – If registered after August 8, 2014. Ticket sales end September 3, 2014 at noon.
$50 Goodie Bag  inserts – Due August 22, 2014

Valet service included in registration fee

If you are interested in having a promotional item included in the goodie bags the cost is $50.00 and all items must be received at the Prosperwell Financial office by August 25, 2014.


Friday, September 5, 2014 11:00am-1:30pm


Radisson Blu 2100 Killebrew Drive Bloomington, MN 55425
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The Women's Choice Award(c) by WomenCertified Inc. is the premier recognition award for advisors who provide quality service to their female clients. The Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history. Financial advisors may have paid a basic program fee to cover the cost of comprehensive review and client survey.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial Registered Representative associated with this website may only discuss and/or transact securities business with residents of the following states: Arizona (AZ), California (CA), District of Columbia (DC), Florida (FL), Georgia (GA), Iowa (IA), Indiana (IN), Idaho (ID), Illinois (IL), Kansas (KS), Kentucky (KY), Louisianna (LA), Michigan (MI), Minnesota (MN), Missouri (MO), North Carolina(NC), Nebraska (NE), New Jersey (NJ), New Mexico (NM), Nevada (NV), New York (NY), Ohio (OH), Oklahoma (OK), Pennsylvania (PA), South Carolina (SC),Texas (TX), Virginia (VA), Washington (WA), Wisconsin (WI), Wyoming (WY).

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