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Nicole Middendorf
CEO of Prosperwell Financial, Wealth Advisor & Author
Nicole Middendorf is a money maven, a knowledge junkie, and a born coach. She is an entrepreneur who has run her own wealth management firm since 2003. Middendorf is the author of five books, and the mother of two phenomenal children. She is also a world traveler, a philanthropist, and an accomplished public speaker.
As a Wealth Advisor and Certified Divorce Financial Analyst at Prosperwell Financial, her main focus is to help people create wealth from the inside out. She is able to accomplish this through one-on-one client meetings, writing books, presenting at conferences, and appearing on TV, radio, and other media. Middendorf strives to educate her clients, and her driving mission is to help individuals successfully manage their wealth and cultivate the confidence to control their financial happiness.
As an author, Middendorf shares financial advice and real-life perspective on saving, planning, and investing with audiences across the country. Her primary goal is to make complicated subjects easy to understand, and she works hard to empower her readers to make crucial, positive changes in their own lives. Middendorf’s books have received local and national press coverage, and she has become known for her thoughtful concise quotes, relaxed on-air presence, and articulate delivery during both radio and television interviews.
The world needs more people—especially women—to be financially savvy and wholly independent. Through Middendorf’s writing and work, she wants to be the one who supports them on all levels.
Videos
Speech Topics
LIVE LIFE TO THE FULLEST
Living your life to the fullest with happiness seems obvious however this presentation will help you focus and determine what truly makes you happy and how you can start your very own Live It List™.
- Goal Setting
- What makes you happy
- What does success mean to you
WOMEN AND MONEY
Women balance a lot to keep the plates spinning in real time, but planning for the future is equally as important. This fun and empowering workshop will help busy women understand the foundational aspects of Retirement Planning, Estate Planning, Insurance, Asset Allocation, College Education Planning and the difference with men and women and how they view and manage money.
- Investment basics
- Importance of insurance and estate and retirement planning
- Know your money fundamentals
INVESTING 101
This is great for those just starting out or for those in need of a refresher. The first step in investing is to secure a strong financial foundation and to build on that foundation.
- Types of investments
- Credit, retirement and asset allocation
- How to choose an advisor
THE TRANSITION INTO RETIREMENT
Are you ready to retire? The question is actually more complicated than it first appears, because it demands consideration on two levels. First, there is the emotional component. Second, there is the financial component.
- How much annual retirement income will you need?
- The “Three-Legged Stool”
- Investment and Healthcare considerations
KIDS AND CASH
Join us to learn why it is so important to teach kids about money, how you can teach them, as well as tips on allowance, college savings, goal setting and action items.
- Allowances
- College Saving
- Your role as a parent (or grandparent)
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