763.231.9510

Menu

Events See past events photo

Road Map to Retirement – August 13, 2015

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.

When

Thurday, August 13, 2015 6:00pm-7:30pm

Where

Prosperwell Financial 15600 35th Ave N Suite 101 Plymouth, MN 55447
Attend this event

Re-Engineering Retirement – August 20, 2015

Through this workshop you can become educated on some of the complex issues related to retirement including the three types of retirement income needs, seven sources of retirement income and give options that connect resources to retirement needs.

When

Thursday, August 20, 2015 6:00pm-7:30pm

Where

Prosperwell Financial 15600 35th Ave N Suite 101 Plymouth, MN 55447
Attend this event

Face Your Financial Fear – September 22, 2015

Join us to help alleviate anxiety and learn solid steps for pursuing your long-term financial goals.

When

Tuesday, September 22, 2015 11:30am-1:00pm

Where

Prosperwell Financial 15600 35th Ave N Suite 101 Plymouth, MN 55447
Attend this event

Women’s Networking Luncheon

Join us for the women’s networking luncheon of the year! Learn from a panel of influential women on how to Break the Glass Ceiling and thrive in your profession. Also be sure to pick up a copy of Amazon’s Best Seller “Breaking the Glass Ceiling – Influential Women in Business” featuring Nicole Middendorf.

Panelists:
Roshini Rajkumar – Radio Host
Jill Lloyd – Owner, Lloyd Security
Tammy Mencel – Publisher, Minneapolis/ St Paul Business Journal
Angie Bastian – Owner, Angie’s Kettle Korn/Boomchicapop

11:00am-11:30am – Registration and Networking
11:30am-1:00pm – Lunch and Panel
1:00pm – 2:00pm – Open Networking/Book Signing

When

Friday, September 25, 2015 11:00am-2:00pm

Where

The Depot - Renaissance Hotel Minneapolis 225 3rd Ave S Minneapolis, MN 55401
Attend this event

Roundtable on Divorce – September 29, 2015

Join Tara Holthus, CDFA and Kathryn Murphy, Family Law Attorney to learn the financial and legal aspects of divorce

When

Tuesday, September 29, 2015 5:15pm-6:45pm

Where

Prosperwell Financial 15600 35th Ave N Suite 101 Plymouth, MN 55447
Attend this event

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).

© Copyright 2015 Prosperwell Financial. All Rights Reserved.