Giving Back
March 22, 2017
                      







NOW ACCEPTING SCHOLARSHIP APPLICATIONS 
 
Scholarship applications submission is now open! This year, we will be giving out a $500 scholarship to both a student and teacher. Please click below to find instructions on how to apply. All applications must be received by March 31, 2017 at 5:00pm.



Student Division 
Open to high school juniors and seniors to be used for post-secondary education.

Teacher Division
Open to teachers of public, private or post-secondary establishments to be used for classroom expenses not covered by your budget. 
  
 
    
Financial Factors to Consider Before Having Kids 
There comes a time in many people's lives where you begin to wonder if you will have children. Regardless of your status - whether you are married or single - it can be a costly decision if you chose to have children. According to a study done by the U.S. Department of Agriculture, a middle-income family will spend on average $245,340 to raise one child from birth to age 18...


To read more, click  HERE 
Client Appreciation Event 

Join us for our Client Appreciation Event

Date: Saturday, April 29, 2017
Time: 3:00pm-6:00pm
Location: Schram Vineyards 8785 Airport Road Waconia, MN
 
You and a guest are invited to join us for a client appreciation event in the Barrel Room at Schram Vineyards. Spend the afternoon taking in the views of the vineyard, playing a round of bocce ball, tasting featured wines and enjoying craft beers. Prize drawings will be held at 4:00 and 5:00pm.
 
Registration is required as space is limited
Please RSVP to Katherine@prosperwell the following information:
 
  1. Names of people attending
  2. If each person will be participating in the wine tasting or beer flight (one per guest)
  3. If wine, we will be having 2 scheduled tastings at 3:30 and 4:30pm, which would you prefer?

Upcoming Workshops

There is no fee to attend any of our workshops however, reservations are required.  Call us at 763-231-9510, email Katherine@prosperwell.com, or visit www.prosperwell.com to RSVP. All workshops are located at Prosperwell Financial unless otherwise noted.

RoadMap to Retirement 
Commonly made IRA planning mistakes could be putting your retirement plans in jeopardy. Join Soukkay Keomysy as he discusses the 12 common IRA planning mistakes and how to avoid them.

Thursday, April 20, 2017
6:00pm-7:30pm 

Money Matters of Divorce
If you are considering, in the middle of, or just finalizing your divorce, you do not want to miss this workshop. Find out the 4 things you need to know to financially survive a divorce.

Wednesday, May 24, 2017 
5:00pm-6:30pm

Kids and Money Workshop
Bring your kids or grandkids and join us! This workshop is designed for children aged 6-12 years old to get a hands-on approach to learn about money. Topics include needs vs. wants, when to start. allowance and more. Food will be provided.

Wednesday, June 14, 2017
5:00pm-6:30pm 
Thank you for viewing our newsletter. For more information on Prosperwell Financial, LLC, please visit our website. If you have any questions, we can be reached at 763-231-9510. Have a great day!
 
Prosperwell Financial, LLC 
15600 35th Ave N Suite 101
Plymouth, MN 55447
763-231-9510
 
Prosperwell Financial | (763) 231-9510 | katherine@prosperwell.com 
 15600 35th Ave North Suite 101 Plymouth, MN 55447
 
 

Nicole Middendorf, CDFA

Wealth Advisor and CEO

Email 

 

Christopher R. Sieg, AIF

Wealth Advisor 
Email 
Soukkay Keomysy 
Wealth Advisor and CCO  
Email 
 
 
 

Miranda Libra 

Executive Assistant 
  Email 
 
Katherine Bomstad Plotnik
Chief Marketing Officer 
Email 
Justin Gandrud
Relationship Manager





   
 
 Jessica Flygare 
Client Service Associate 
Email 




Ciera Lang 
Client Service Associate 
Email 


PLEASE NOTE: The information being provided is strictly as a courtesy.  When you link to any of the web sites provided here, we make no representation as to the completeness or accuracy provided at these web sites.  Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.  When you access one of these web sites you assume total responsibility and risk for your use of the web sites your are linking to.

The opinions expressed in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.  To determine which investments may be appropriate for you, consult your financial advisor prior to investing. 

 

Securities offered through LPL Financial.  Member FINRA/SIPC.