Prosperwell Financial

ProsperWine and Women - Virtual Happy Hour
2021-03-18 16:00 - 17:00 (America/Chicago)
Join us to connect with other business women across the country. Women are great at sharing ideas and building relationships so join us to help grow your own business and/or career.
If you are a working mom, a woman in business or a women business owner, grab a glass of wine and join us for this LIVE virtual networking session to meet other amazing women! We will chat about work/life balance, sales, business growth, marketing, networking, finances, operations, technology, self-care and so much more! You will leave this session with some great new connections to help you advance to the next level.

Couples and Money Webinar
2021-02-18 17:00 - 18:00
Are you and your partner on the same page when it comes to money? Join us for this interactive workshop designed for you and your significant other as we dive into the difference in money personalities, teach you how to start the conversation as well as leave you with action steps to start implementing today.

ProsperWine and Women
2021-01-14 16:00 - 17:00, 2020-10-22 16:00 - 17:00, 2020-09-17 16:00 - 17:00
Social distancing is hard, especially when our business thrives on networking and meeting others. Grab a glass of wine and join us for this LIVE virtual networking session to meet other amazing women! Registration is required.

Estate Planning Workshop - Virtual
2020-12-10 12:00 - 13:00
Join us for this virtual estate planning workshop where Matthew M. Jensen, Estate Planning Attorney, will outline and discuss 10 common estate planning misconceptions, and how these misconceptions can impact you personally.
*Raymond James is not affiliated with Matthew M. Jensen

Divorce Workshop - Virtual
2020-11-18 12:00 - 13:00, 2020-08-26 12:00 - 13:00
Are you considering divorce, or in the midst of a divorce? As you contemplate your next steps and possibly plan your next chapter, it is important to have the tools needed to evaluate the impact divorce can have on your personal and financial life.
This workshop will be run by Wealth Advisor, Nicole N. Middendorf, CDFA and Attorney, Samantha J. Graf and will touch on the legal, emotional and financial aspects of divorce. We will cover topics including how to gather and organize the financial documents you will need in the divorce process, retirement division and planning, how to plan for your newly single financial life, and estate planning both during the divorce process and afterwards. We will also share some common mistakes to try to avoid.

*Raymond James is not affiliated with Samantha J. Graf

Social Security Webinar
2020-10-09 12:00 - 13:00
When it comes to Social Security benefits, things can get confusing. Join us for this webinar hosted by Waldean Wall of Allianz as he discusses the seven keys to enhancing your benefits. He will discuss benefit basics, income benefits, when to start benefits, working in retirement, tax implications, spousal and survive benefits and Medicare basics.
*Raymond James is not affiliated with Waldean Wall

Women's Virtual Happy Hour
2020-08-20 16:00 - 17:00

Wine, Women and Wealth - Virtual Happy Hour
2020-07-23 16:00 - 17:00
