Savvy social security planning seminar hosted by Prosperity Partners located at Prospera Credit Union

Published Tuesday, April 5, 2022

Prospera Credit Union is offering a seminar to cover the basics of Social Security and tips on how to maximize benefits on Wednesday, April 20, 2022 at 849 Warsaw St., Menasha at 6 p.m. (map). The seminar will include an individually boxed meal.

This seminar will cover:

  • The five factors to consider when deciding when to apply for benefits
  • How to coordinate benefits with a spouse
  • How to manage taxes on Social Security benefits
  • How to coordinate Social Security with other sources of retirement income.

This information is applicable to those who want to learn the intricacies of Social Security to help plan for the future.

The workshop is free and open to the public, however, registration is required. To RSVP, email prosperity.partners@myprospera.com or call 920-882-4783. You can also register online at myprospera.com/investments/seminar-registration.

Prospera has more than 20,000 members and offers personal financial guidance to its members through all life stages to help connect the dots on their financial journey. Prospera focuses on holistic financial health and strives to teach members how to focus on what's important to them now, anticipate what's coming soon and plan what's down the road for a healthy financial future. For more information about Prospera Credit Union, visit www.myprospera.com

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About Prospera Credit Union

Prospera Credit Union offers personal financial guidance based on members’ individual life stages to those living or working in Wisconsin’s Outagamie, Winnebago, Brown, Calumet, Waupaca, Manitowoc and Waushara counties; Employees of RR Donnelly, and all its solely owned subsidiary companies; Printpack Acquisitions, Inc., a Wisconsin-based company; teachers, administration and students of Fox Valley Technical College and University of Wisconsin Fox Valley; University of Wisconsin Oshkosh (UWO) university staff, academic staff, faculty, any employee of the organization currently holding the food service contract for UWO, and any officially recognized Association of UWO; UWO students currently enrolled, previously enrolled, alumni, and/or completed any classes at UWO. Prospera Credit Union is headquartered in Appleton, Wisconsin and was founded in 1934. For more information about Prospera Credit Union, visit www.myprospera.com.

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