763.231.9510

Menu

Events See past events photo

Road Map to Retirement – February 12, 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, February 12, 2015 6:00pm-7:30pm

Where

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

Women, Money and Happiness – February 18, 2015

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

When

Wednesday February 18, 2015 5:00pm-6:30pm

Where

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

Re-Engineering Retirement – February 19, 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, February 19, 2015 6:00pm-7:30pm

Where

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

Divorce Workshop – March 5, 2015

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

When

Thursday, March 5, 2015 5:15pm-6:45pm

Where

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

Face Your Financial Fear – March 19, 2015

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

When

Thursday, March 19, 2015 11:30am-1:00pm

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 2014 Prosperwell Financial. All Rights Reserved.