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Prosperity Financial Group Explains the Importance of Intergenerational Wealth Transfer

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Elliot Kallen, President of Prosperity Financial Group, empowers clients to make smart financial decisions as they approach retirement. Having spent decades helping people create and monitor their investments to achieve their retirement goals, Kallen says his goal is to provide people with peace of mind knowing the fruits of their labor are preserved. 

The 2006 Ronald Reagan Gold Medal Award winner will host an event called “The Art Of Transferring Wealth To The Next Generation” in Danville, California this month, calling on industry experts to explain how family wealth transfers can fail and how to avoid common mistakes. The event will touch on how to communicate openly between family members to ensure a smooth and successful transfer of wealth. Kallen will also share valuable information on creating a legacy that mirrors participants’ values and aspirations for future generations.

Read More at Globe Newswire

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As your Fiduciary Registered Investment Advisory firm, we’re bound by law to put your interests above our own. We’re committed to maximizing your wealth within the constraints of your values and your life goals.

Our team of qualified and experienced experts is dedicated to building a positive, long-term relationship with you.

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