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
Author: Kelly Larson
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…
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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.
Katherine and Tara
“Go Whale Watching”
Ben Londy
.width_960.Team_Member1.width_960_ben_londy { margin-right: -19px !important; } Ben comes to Prosperwell with 25+ years of experience in accounting, finance and operations. He has worked for a Fortune 50 company for 9 years in their Retail Finance Group and has worked for start-ups, turn-arounds and has been a business owner. He attended the University of Minnesota – Twin Cities and received a degree in Accounting. Ben has significant experience in accounting systems, planning and analysis, budgets, operations and process improvement. He is…
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Live It List™
Many of you have probably heard our term “Live It List.” The “Live It List” is one that we came up with to replace the common term “Bucket List.” Everyone knows what a bucket list is, however we wanted to come up with a name that didn’t have such a negative connotation behind it. Instead of a list of things you want to accomplish in your life before you die, the Live It List is a list of things you…
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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. Panelists: 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…
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Re-Engineering Retirement – June 26, 2014
Through this workshop, you canbecome educated about some of the complex issues related to retirement including the three types of retirement income needs, secen sources of retirement income and five options that connect resources to retirement needs.
RoadMap to Retirement – June 12, 2014
Join Soukkay Keomysy for this FREE workshop to learn 12 common IRA planning mistakes to avoid. Topics include beneficiary designation, spousal inheritance options, IRA, Roth IRAs and RMD issues
Divorce Workshop – June 3, 2014
Learn the financial, legal and emotional aspects of divorce. With guest presenters Kathryn Murphy, Family Law Attorney and Maren Beckman, Life Transitions Coach.