Plan today for a healthier, more secure tomorrow.

RSVP: Dinner, Champagne Toast, Health & Wealth Presentation, Behavioral Finance Presentation

Date

WED, FEB 1, 2023

TIME

5:30 PM to 7:30 PM

Crow Canyon Country Club

711 Silver Lake Dr, Danville, CA 94526

RSVP: Dinner, Champagne Toast, Health & Wealth Presentation, Behavioral Finance Presentation

Brought to you by:
Prosperity Financial Group Header 2 Logo
Auburn Lounge Danville CA

SPECIAL PRESENTATION

The Ultimate Wellness Prescription for Health & Wealth

Dr. Bill Lloyd

Health Director – Transamerica

Protecting Yourself from Yourself

 

Shane Kennedy

RVP – Columbia Threadneedle Investments

1.) Learn about the link between physical and financial health.

Dr. Bill Lloyd from Transamerica will provide expert insight from both the finance and medical field. His presentation builds on lessons that emerged from the pandemic and will introduce smart strategies individuals can implement that will elevate their family’s financial and physical well-being.

2.) Discover how behavioral finance affects your actions.

Behavioral finance strikes at the root of whether investors reach their investment goals. Shane Kennedy will give a presentation on protecting yourself from yourself, and how your behavior can affect your returns. The potential for a changing market landscape looms — this a timely and must-have discussion.

3.) Set your plan in motion with a Prosperity Financial Advisor.

Are you prepared for your financial future? Lifelong habits and attitudes toward money, our physical health, and our way of life often influence spending and investing decisions. We’ll get you started with an investment plan that takes every unique, aspect of your life into consideration.

Enjoy Fine Dining On Us

Enjoy a fine dining dinner and champagne toast provided by the beautiful Crow Canyon Country Club.

Learn From Investment Experts

Discover the connection between your mind, body, and investment accounts while learning how to properly react to sudden market changes. Access interactive tools and resources to help you more effectively navigate the road to a more financially secure future.

Amplify Your Financial Plan

Include new strategies for financial health in your portfolio, protect the livelihood of yourself and your investment accounts, and see your behavioral finance knowledge in action.

Meet Your Host
Elliot Kallen Signature

Financial Planner, Wealth Advisor, Registered Principal

Since 1993, Prosperity Financial Group has helped successful business owners, entrepreneurs, and executives build, manage, and protect wealth through wealth management and 401(k) advisory services.

Seats are limited. Save your spot today!

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