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X-WR-CALDESC:Events for Prosperwell Financial
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DTSTART;TZID=America/Chicago:20250515T133000
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CREATED:20250124T170056Z
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SUMMARY:Women's Business Summit
DESCRIPTION:Don’t Miss It! Join us for an afternoon of learning\, discussion\, and networking with women business owners who are growing their businesses or successfully exited.\n Reserve Your Spot \n\nPresenters\n\n\n\nNicole Middendorf\, CDFA\nCEO\, Prosperwell Financial Wealth Advisor \nNicole shares financial advice and a real-life perspective on saving\, planning\, and investing with audiences across the country. Her primary goal is to take complicated subjects and make them easy to understand. She works hard to empower her audience to make crucial and positive changes in their own lives. Nicole’s books have received local and national press coverage\, where she has become known for her thoughtful concise quotes\, relaxed on-air presence\, and articulate delivery. \n\n\n\n\n\nSusan Markey\nPartner\, Chair of Corporate & Securities Group \nSusan represents clients in general corporate\, taxation\, and nonprofit matters. She draws from a diverse background in government\, accounting\, and law to serve as a holistic business advisor\, and strongly believes that tax and corporate advice should be both easy to understand and practical.Her goal is to move businesses forward and give owners the assurance that their investment of hard work\, time\, and financial resources can be obtained. In addition to her corporate work\, Susan is passionate about assisting nonprofit organizations that serve the community. \n\n\n\n\n\nKatie Monger\nPartner\, Copeland Buhl \nKatie Monger is a Partner at Copeland Buhl and is a Certified Public Accountant with degrees from Missouri State University (MA) and Dordt University (BA). Katie primarily serves businesses in the construction\, real estate\, and professional services industries and their owners. She especially enjoys working with closely-held and family-owned businesses. In addition to business tax work\, Katie has a strong aptitude for accounting\, advising\, and strategic planning. She takes a common sense\, practical approach to helping businesses reach their potential and enjoys collaborating with other advisors to achieve the best possible outcomes for her clients. \n\n\n\n\n\nDyanne Ross-Hanson\nPresident\, Exit Planning Strategies\, LLC \nDyanne is President/CEO of Exit Planning Strategies\, LLC\, a firm dedicated to offering business owners (industry generic) objective\, fee based\, financial consulting in the development of intentional ownership transition plans. She directs an inter-disciplinary process for owners and their Advisory Team to explore planning options\, map realistic exit strategies and develop anAction Checklist to accomplish the owner’s objectives. Her work is outcome agnostic and owner centric. \n\n\n\nThursday\, May 15\, 2025 from 1:30-5:00 pm\n\nCopeland Buhl \n3033 Campus Dr Suite E590\nPlymouth\, MN 55441 \n\n\n\n\nWho Should Attend\n\nWomen business owners looking to drive the valuation of their company and help increase attractiveness from buyers\nBusiness owners looking to sell all or part of their company with in the next few years\nBusiness owners considering a material capital raise to make acquisitions and grow\nWomen business owners that want to network with other women\nWomen that want to grow their business\n\n\n\nGuests Will\n\nNetwork with business owners\nLearn marketing ideas to grow your business\nLearn how to make better decisions as a business owner\nCalculate “The Number” you would need to net from a sale in order to maintain or achieve their desired lifestyle\nLearn how to estimate the value of your business and how to help maximize valuations\nDevelop an actionable exit plan and professional M&A team to support a successful exit\nHear from a panel of women business owners who are growing their businesses or successfully exited and learn mistakes to avoid
URL:https://prosperwell.com/event/womens-business-summit-2025/
LOCATION:Copeland Buhl\, 3033 Campus Dr Suite E590\, Plymouth\, 55441\, United States
CATEGORIES:Local Events,Prosperwell Events
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ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com
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DTSTART;TZID=America/Chicago:20250515T160000
DTEND;TZID=America/Chicago:20250515T170000
DTSTAMP:20260415T224912
CREATED:20250326T130426Z
LAST-MODIFIED:20250327T193246Z
UID:10000406-1747324800-1747328400@prosperwell.com
SUMMARY:Social Security Webinar
DESCRIPTION:Join us for a virtual Social Security Webinar!\nWebinar will be held via Zoom. Click here to register. \n\n\nGuests will:\n\nLearn about retirement benefits\nLearn about retirement income\nGet questions answered about social security\nLearn about how earnings may affect social security\nLearn more about the financial planning process and how Prosperwell can help\n\n\n\nWho should attend?\n\nIndividuals retired or moving toward retirement\nIndividuals looking to learn more about social security and the financial planning process
URL:https://prosperwell.com/event/social-security-webinar-2025-05-15/
LOCATION:MN
CATEGORIES:Prosperwell Events
ATTACH;FMTTYPE=image/jpeg:https://prosperwell.com/wp-content/uploads/2025/02/social-security-benefits-application.jpg
ORGANIZER;CN="Prosperwell Financial":MAILTO:events@prosperwell.com
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