Join us for
Retire With Prosperity
for a happy, healthy, wealthy retirement
Build a retirement you'll love.
Retire With Prosperity is designed to help you successfully plan for the biggest investment of your life.
Our Fiduciary Advisors will cover crucial retirement planning topics:
- 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.
every Third Tuesday
August 17, 2021
CONFERENCE ROOM, FLOOR 1
2333 San Ramon Valley Blvd
San Ramon, CA 94583
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.
Registered Principal, Prosperity Financial Group
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