Retire with Confidence

Retire with Confidence

Lowering Investment Risk for a Smooth Ride

Join us for an exclusive dinner event where leading financial experts come together to unfold strategies that guard your golden years against market volatility, inflation, unexpected economic shifts, and longevity risk. This special gathering is your first step towards ensuring a stable and successful retirement.

Join us at Bay Club Crow Canyon, Danville, for our special event. Set in their elegant dining space, this gathering promises insightful discussions and networking opportunities in a sophisticated atmosphere. 

Insights We'll Explore

Discover how to adjust and optimize your investment portfolio to not just survive but thrive amidst market volatility. Learn the art of balancing risk and reward to maintain financial stability in uncertain times.

Explore advanced, yet practical strategies to generate steady income in retirement while minimizing exposure to risk. Gain insights into how smart asset allocation and income-generating investments can secure your financial future.

Understand the importance of economic trends and forecasts in your retirement planning. See how economic insights can guide your investment decisions, helping you to future-proof your financial wellbeing.

A Retirement to Look Forward To

End the evening with newfound insights and the comfort of having taken a significant step towards securing your successful retirement. Join us on May 16th at Bay Club Crow Canyon, and transform your approach to retirement planning. Reserve your seat today.

*Our event is designed for those with $250,000 or more of investable assets, ensuring a perfect match for our investment strategies.*

Save Your Spot Today

Please RSVP and feel free to bring a guest!

Speaker

Elliot Kallen

CEO | Prosperity Financial Group

Brian T. Carlson

CFP®️, CIMA®️ | Jackson National Life

Andrew Agosta

CFP® | Senior Vice President | First Trust Advisors

5:30 pm

Arrive, Check-in, Find Your Seat

5:45 pm - 6:00 pm

Introductions

Meet Your Host, Elliot Kallen of Prosperity Financial Group.

Elliot Kallen
6:00 pm - 6:30 pm

Economic Outlook Overview

1st Presentation by Andrew Agosta

Andrew Agosta
6:30 pm - 7:00 pm

Dinner is Served

Provided by Bay Club Crow Canyon.

7:00 pm - 7:30 pm

2nd Presentation

by Brian T. Carlson and Closing Thoughts by Elliot Kallen

Elliot Kallen
Brian T. Carlson
7:30 pm

Opportunity to Ask Questions

Meet the Team, and Book Consultations

  • Time : 5:30 pm - 7:30 pm (America/Los_Angeles)
  • Reg. Deadline : 04/15/2024 12:00 pm
  • Venue : Bay Club Crow Canyon

Venue Info

711 Silver Lake Dr, Danville, CA 94526

Register for Prosperity Power Hour

Enjoy food and beverages, meet other successful professionals, improve your referral base, and win fun door prizes!

Because of the intimate nature of this event, we’re taking a very limited number of attendees per event. These seats will go fast, so grab one while you can!

Bringing a +1? Please have your guest fill out this form.