Retire With Prosperity

Join us for

Retire With Prosperity

for a happy, healthy, wealthy retirement

RSVP for Wine Tasting Tickets

Build a retirement you’ll love.

Join us at Retire With Prosperity, Wine Social event for clients and everyone in the community to create the retirement of your dreams with other like-minded individuals.

Rare Wines

Luxury Travel

Investment Education

RSVP for Wine Tasting Tickets.

the find danville outsidewine group

Event Information

Date

every Third SUNDAY

next MEETUP:

JANUARY 16, 2022

Time

1:00 PM – 3:00 Pm

Location

The FIND

312 Railroad ave.

Danville, CA

YOUR HOST

Elliot Kallen.

I’ve helped successful Tri Valley residents build, manage and preserve wealth since 1993.

Our firm serves successful executives, business owners, and entrepreneurs through holistic wealth management and 401(k) advisory services.

Please join me at Retire With Prosperity, where you’ll find invaluable retirement planning tips, make new friends, and have a great time.

Elliot KallenRegistered Principal, Prosperity Financial Group

Agenda

01.

Meet & Greet
  • Meet Elliot Kallen and the Prosperity team
  • Enjoy rare wines with the chance to win fun prizes
  • Meet new friends in pre-retirement or retirement

02.

Workshop
  • Understand the foundations of a comprehensive retirement plan
  • Learn how to plan for a comfortable retirement
  • Discover luxury travel trips and packages

03.

Wrap Up
  • Ask the Experts: Open Q&A session with our Fiduciary Financial Advisors
  • Enjoy refreshments and light bites at the end of each session
  • Book a complimentary follow-up appointment with Prosperity

Seats are limited. Reserve your spot now!

Register for Retire With Prosperity

Learn the foundations of a happy, healthy, and wealthy retirement. 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!

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DISCLOSURE: 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.