Join us for


Retire With Prosperity


for a happy, healthy, wealthy retirement


Build a retirement you'll love.


Join us at Retire With Prosperity, our educational Open House event for clients and everyone in the community!


Our Fiduciary Advisors will cover different topics each month, including tips on:

  • ENSURING you DON’T outlive your retirement income.
  • NAVIGATING recent changes in legislation that could potentially affect your nest egg.
  • REDUCING exposure to factors like taxes on your income streams.
  • OPTIMIZING your Social Security and Medicare strategy.
  • ACCOUNTING for long-term health care costs.
  • GIFTING strategically to future generations and to your favorite causes.
  • And much, much more.

Please invite any guests that may benefit from a retirement planning conversation with our Fiduciary Advisors.

At Prosperity Financial Group, we offer unbiased, independent financial, tax and retirement planning advice. We regularly conducts workshops and events providing strategies on how to optimize Social Security retirement benefits. Our comprehensive approach integrates investment planning, income and estate tax reduction strategies, insurance and estate planning.

Event Information

Date

every Third Tuesday


next workshop:

DECEMBER 21, 2021



Time

session 1

10:00 AM - 11:30 am


SESSION 2
6:00 PM - 7:30pm


Location

Center Plaza

CONFERENCE ROOM (FLOOR 1)


2333 San Ramon Valley Blvd 

San Ramon, CA 94583


Elliot Kallen Prosperity Financial Group Wealth Advisor

About 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 Kallen
Registered Principal, Prosperity Financial Group

Agenda

01.

Meet & Greet
  • Meet Elliot Kallen and the Prosperity team
  • Enjoy icebreakers 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
  • Uncover hidden blind spots in your retirement plan

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!

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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!

Questions? We're happy to help.



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.



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