Prosperwell Financial

ProsperWine and Women
2024-11-21 15:00 - 16:30, 2025-01-21 15:00 - 16:30, 2025-02-18 15:00 - 16:30, 2025-03-13 15:00 - 16:30, 2025-04-09 15:00 - 16:30, 2025-05-20 15:00 - 16:30, 2025-06-17 15:00 - 16:30, 2025-07-17 15:00 - 16:30 (America/Chicago) and 6 more dates | Prosperwell Financial, 4300 Baker Rd, Minnetonka, MN, 55343, United States
Join us for ProsperWine and Women to connect with amazing businesswomen. If you are a working mom, a woman in business or a women business owner, you do not want to miss this networking happy hour! We will chat over a glass of wine on topics such as work/life balance, business growth, marketing, finances and so much more.

Women's Business Summit
2024-12-05 13:30 - 17:00 | Maslon LLP, 225 South 6th St. #2900, Minneapolis, MN, 55402, United States
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.
Reserve Your Spot

Presenters

Nicole Middendorf, CDFA
CEO, Prosperwell Financial Wealth Advisor
Nicole 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.

Susan Markey
Partner, Chair of Corporate & Securities Group
Susan 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.

Katie Monger
Partner, Copeland Buhl
Katie 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.

Dyanne Ross-Hanson
President, Exit Planning Strategies, LLC
Dyanne 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.

Panel

Melanie Porter – Fractional CFO of MP Financial Solutions

Mary Nutting – Founder of Strategic Talent Partners

Hillary Spreizer – CEO of Latitude Group

Lori Bauer – Founder of Climate Makers

Moderator

Julie Keyes – Owner and Founder of KeyeStrategies

Who should attend

Women business owners looking to drive the valuation of their company and increase attractiveness from buyers
Business owners looking to sell all or part of their company with in the next few years
Business owners considering a material capital raise to make acquisitions and grow
Women business owners that want to network with other women
Women that want to grow their business

Guests Will

Network with business owners
Learn marketing ideas to grow your business
Learn how to make better decisions as a business owner
Calculate “The Number” you would need to net from a sale in order to maintain or achieve their desired lifestyle
Learn how to estimate the value of your business and how to help maximize valuations
Develop an actionable exit plan and professional M&A team to support a successful exit
Hear from a panel of women business owners who are growing their businesses or successfully exited and learn mistakes to avoid
Learn how to prepare for year-end planning

Raymond James is not affiliated with Susan Markey, Katie Monger, or Dyanne Ross-Hanson. Raymond James does not provide tax or legal services.

Vision Board Making!
2025-01-17 11:00 - 12:00
Join us to kick off the year with having a vision!
Come make your own vision board!
Friday, January 17, 2025 from 11am–Noon
4300 Baker Road, Minnetonka, MN 55343
Register at hello@nicolemiddendorf.com or use the form below.

Prosperwell Financial Market Update Webinar
2025-04-17 11:30 - 12:30, 2025-11-13 11:30 - 12:30, 2026-02-05 11:30 - 12:30
Concerned about the stock market?
Want an economic update?
Join us Quarterly for the Prosperwell Financial Market Update Webinar
Get your questions answered via Zoom!
All you need to do is…

Submit your questions now to info@prosperwell.com
RSVP below
Join us via Zoom

Social Security Seminar
2025-04-24 16:00 - 17:00 | Prosperwell Financial, 4300 Baker Rd, Minnetonka, MN, 55343, United States
Thank you to everyone who registered — our Social Security Seminar is now full!
If you missed out, don’t worry — you can still join us for our Social Security Webinar on May 15th, 2025. It’s a great opportunity to get the same helpful information from wherever you are in the world.

This event is great for individuals retired or preparing for retirement. You will learn about retirement benefits and income, social security, and get any other questions answered!

Guests will:

Learn about retirement benefits
Learn about retirement income
Get questions answered about social security
Learn about how earnings may affect social security
Learn more about the financial planning process and how Prosperwell can help

Who should attend?

Individuals retired or moving toward retirement
Individuals looking to learn more about social security and the financial planning process

Women's Business Summit
2025-05-15 13:30 - 17:00 | Copeland Buhl, 3033 Campus Dr Suite E590, Plymouth, 55441, United States
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.
Reserve Your Spot

Presenters

Nicole Middendorf, CDFA
CEO, Prosperwell Financial Wealth Advisor
Nicole 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.

Susan Markey
Partner, Chair of Corporate & Securities Group
Susan 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.

Katie Monger
Partner, Copeland Buhl
Katie 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.

Dyanne Ross-Hanson
President, Exit Planning Strategies, LLC
Dyanne 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.

Thursday, May 15, 2025 from 1:30-5:00 pm

Copeland Buhl
3033 Campus Dr Suite E590
Plymouth, MN 55441

Who Should Attend

Women business owners looking to drive the valuation of their company and help increase attractiveness from buyers
Business owners looking to sell all or part of their company with in the next few years
Business owners considering a material capital raise to make acquisitions and grow
Women business owners that want to network with other women
Women that want to grow their business

Guests Will

Network with business owners
Learn marketing ideas to grow your business
Learn how to make better decisions as a business owner
Calculate “The Number” you would need to net from a sale in order to maintain or achieve their desired lifestyle
Learn how to estimate the value of your business and how to help maximize valuations
Develop an actionable exit plan and professional M&A team to support a successful exit
Hear from a panel of women business owners who are growing their businesses or successfully exited and learn mistakes to avoid

Social Security Webinar
2025-05-15 16:00 - 17:00, 2025-06-26 16:00 - 17:00, 2025-08-27 16:00 - 17:00, 2025-10-07 16:00 - 17:00
Join us for a virtual Social Security Webinar!
Webinar will be held via Zoom. Click here to register.

Guests will:

Learn about retirement benefits
Learn about retirement income
Get questions answered about social security
Learn about how earnings may affect social security
Learn more about the financial planning process and how Prosperwell can help

Who should attend?

Individuals retired or moving toward retirement
Individuals looking to learn more about social security and the financial planning process

Quarterly Market Update Webinar
2025-08-07 11:30 - 12:30

Golf Tournament
2025-08-18 10:00
Monday, August 18, 2025
10:00am Registration
11:00am Lunch
Noon Shotgun
The Wilds Golf Club
3151 Wilds Ridge,
Prior Lake,MN 55372
Individual Golfer: Early Bird Price $150 after July 1 price is $200
Includes Lunch, Networking, Cart & Practice Balls, $10 Merchant Credit
VIP Individual Golfer: Early Bird Price $300 after July 1 price is $350
Includes Lunch, Networking, VIP Reception, Swag Bag, Cart & Practice Balls, $10 Merchant Credit
Prizes!

Best Dressed
Longest Drive
Closest to the Pin
Lowest Score

SPONSORED

*Raymond James is not affiliated with the Nicole Middendorf Foundation.
Learn More & Register

Women's Empowerment Retreat
2025-10-09 08:00 - 17:00
Join us for our annual charity event to raise money and change lives.

Thursday, October 9, 2025
8:00am – 5:00pm
The Lafayette Club
2800 Northview Road
Minnetonka Beach, MN 55361
General Admission

$69 – Early Bird ( Register before August 1st )
$99

VIP Tickets – ( Only 50 Tickets Available )
Includes VIP Reception, Swag Bag, Meet and Greet with Speakers

$199

Sponsorship Packages Available!

Sponsored By

*Raymond James is not affiliated with Nicole Middendorf Foundations.
Learn More & Register

Business Owner Strategy Summit
2026-01-08 11:00 - 13:30
Who Should Attend

- Business owners looking to drive the valuation of their company and help increase attractiveness from buyers

- Business owners looking to sell all or part of their company with in the next few years

- Business owners considering a material capital raise to make acquisitions and grow

- Business owners that want to network with other business owners

- Business owners that want to grow their business

Guests Will

- Network with business owners

- Learn marketing ideas to grow your business

- Learn how to make better decisions as a business owner

- Calculate "The Number" you would need to net from a sale in order to maintain or achieve their desired lifestyle

- Learn how to estimate the value of your business and how to help maximize valuations

- Develop an actionable exit plan and professional M&A team to support a successful exit

- Hear from a panel of business owners who are growing their businesses or successfully exited and learn mistakes to avoid

Social Security Seminar
2026-01-29 16:00 - 17:00 | Prosperwell Financial, 4300 Baker Rd, Minnetonka, MN, 55343, United States
Join us for our Social Security Seminar!
Seminar will be held at Prosperwell Financial, 4300 Baker Road, Minnetonka, MN 55343. Click here to register.

Guests will:

Learn about retirement benefits
Learn about retirement income
Get questions answered about social security
Learn about how earnings may affect social security
Learn more about the financial planning process and how Prosperwell can help

Who should attend?

Individuals retired or moving toward retirement
Individuals looking to learn more about social security and the financial planning process
