Leaving a meaningful legacy isn’t something that happens naturally – you have to plan for it.

RSVP – Dinner, Champagne Toast, Stock Market Update & Charitable Giving Presentations.

Enjoy Fine Dining On Us

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

Learn From Experts

Rise above the financial noise by discovering new investment opportunities and learning how to deal with market changes. 

Amplify Your Giving Plan

Learn the best ways to leave a meaningful legacy to your favorite charities, all while creating guaranteed income for life.

Date

WED, NOV 16, 2022

TIME

5:30 PM to 7:30 PM

Crow Canyon Country Club

711 Silver Lake Dr. Danville, CA 94526

RSVP – Dinner & Refreshments provided.

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

SPECIAL PRESENTATION

Investing Through The 2022 Noise

A Stock Market Update by
Sharika Cabrera, PM – JP Morgan 

Creative Charitable Giving Strategies

Brian Carlson, RVP
Jackson National Life Distributors LLC.

Leaving a Charitable Legacy is a unique opportunity to learn how to bring your wealth plan to the next level. Along with charitable giving strategies and investment tips, you can achieve the meaningful impact you envision. Taking advantage of tax benefits and guaranteed income along the way are just a couple of the many perks.

Like many people, you may have the desire to use your money in a way that can make a difference in the world. In other words, you simply want to do more with your wealth. Where do you start? 

The first step: Up your investment strategy. 

Guest speakers from J.P. Morgan will provide top-notch industry insight into how they present economic forecasts, react to market changes, and discover new investment opportunities. 

The second step: Integrate giving into your wealth plan. 

A sophisticated financial plan balances the interests of yourself, your family, and the causes you care about most. Through strategies like charitable giving, charitable annuities and impact investing, you can provide for loved ones while building a lasting legacy. 

The third step: Set your plan in motion with a Prosperity Financial Advisor.

What does “legacy” mean to you? We’ll revamp your financial plan to include the charities you want to help and the financial tools you need to get there. Let’s get the giving ball rolling. 

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 holistic wealth management and 401(k) advisory services.

Seats are limited. Save your spot today!

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Register For This Event

RSVP today for our Leaving a Charitable Legacy dinner event! We will have experts from J.P. Morgan and Jackson National Life giving their insights into investment opportunities, economic forecasts, and how to leave a meaningful legacy to one of your favorite charities.

Meet The Expert
with Elliot Kallen

Get to know your host. Listen to Elliot interview industry experts about the industries they revolutionize.

Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

PROSPERITY PERSPECTIVES

Market updates, retirement planning tips, and investing insights 

once per month straight to your inbox! 

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