On October 8th we hosted a webinar with Shane Thomas of Integrity Health Advisors. This webinar was designed to help you understand the many parts of Medicare, when (and how) to enroll, and what recent updates could mean for your choices going forward.
You may have seen recent headlines about the launch of the new 530A or “Trump Accounts,” a new type of investment account for children, available as of July 4, 2026. What Are Trump Accounts? A Trump Account is a new tax-advantaged investment account for children under age 18 who have a valid Social Security number. […]
Join us for a timely Prosperion EDU session on social security in 2026, presented by Prosperion Advisor Danny Kellogg. He will walk through the key rules, numbers, and planning considerations that may affect your benefits.
Join us for a practical and engaging Prosperion EDU session, “Money Lessons That Stick,” presented by Prosperion Advisor Pat Alfano.
Steve Booren, an independent LPL Financial advisor in Greenwood Village, CO, has been recognized by Barron’s as one of the 2026 Top 1,200 Financial Advisors in America. Booren, Founder and Owner of Prosperion Financial Advisors was recognized as the 10 advisor in Colorado.
Join us for a thoughtful and practical Prosperion EDU session, “From Overwhelmed to Organized: Downsizing Made Clear,” presented by Maegan Keller, owner of Shape Space. In this recorded webinar, you’ll gain clarity on how to begin, how to make decisions with confidence, and how to move forward without feeling stuck.
Today’s cybercriminals aren’t just after your email password, they’re going after life savings. And their methods are alarmingly effective.
Join us for an eye-opening Prosperion EDU session on Cyber Fraud Literacy, led by cybersecurity veteran Ed Bassett.
This webinar is designed to help you understand the many parts of Medicare. Whether you’re planning ahead, navigating a current transition, or simply want to understand your options better, this session is for you.
Join us for a practical and timely conversation with Scott Lumpkin, a veteran in planned giving and former university fundraiser with more than 20 years of experience helping donors give with purpose.
From fake phone calls and phishing emails to fraudulent websites and sketchy ads, online and telephone scams are getting more sophisticated and dangerous. That’s why we brought back one of our most popular speakers: Scott Henke of Onsite Consulting
Denver, Colo. — April 21, 2025 – Steve Booren, an independent LPL Financial advisor in Greenwood Village, CO, has been recognized by Barron’s as one of the 2025 Top 1,200 Financial Advisors in America. Booren, Founder and Owner of Prosperion Financial Advisors was recognized as the 12 advisor in Colorado. Barron’s annual list highlights outstanding […]
DENVER, Colo. — April 15, 2025 – Steve Booren, an independent LPL Financial advisor in Greenwood Village, CO, has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry. Booren, Owner and Founder of Prosperion Financial Advisors was recognized as the no. 17 […]
Join us for an insightful webinar with Dr. Mary E. McCall, an expert in values-based coaching, end-of-life planning, and personal growth. Through real-world experiences and thought-provoking discussions, she will guide us through the four essential elements of a fulfilling life—Living, Loving, Learning, and Letting Go.
Join us for an interesting and informative webinar covering many aspects of the college admissions process.
Navigating the complexities of Medicare is both a necessity and a burden. A variety of coverage options, pricing, and public/private coverage can leave people feeling uncertain and discouraged. With such an important choice, how can you be sure you’re choosing the right coverage?
Most people assume the IRS measures a dollar of income as simply a dollar of income. That’s true for many income sources. Interest from a savings account, CD or bond is taxed as ordinary income, at the same federal rates as wages. But qualified dividends receive different federal treatment.
