The Art of Transferring Wealth to the Next Generation - Prosperity Financial Group

THURS, APRIL 20, 2023

TRANSFERRING WEALTH TO THE NEXT GENERATION DINNER EVENT

Days

Hours

Minutes

Seconds

crow canyon country club

Seats are limited. Save your spot today!

About Event

Join us for an exclusive dinner event at the Crow Canyon Country Club where we will explore the key elements of successful wealth transfer to the next generation.

Mark your calendars

711 Silver Lake Dr, Danville, CA 94526

RSVP – Dinner & Refreshments provided.

Learn the Art of Transferring Wealth to The Next Generation

At this seminar, you will gain valuable insights into why family wealth transfers can fail, how to avoid common mistakes, and how to communicate openly between family members to ensure a smooth and successful transfer of wealth. But, it’s not just about the money. You will learn how to create a legacy that reflects your values and aspirations for future generations.

Event Schedule

Learn more about the detailed schedule & activities of our event.

5:30

Arrive

Meet & Mingle

5:45

Dinner Served

Dinner provided by Crow Canyon County Club

6:00

Introduction: Market Update

with Elliot Kallen

6:30

Improving Your 2023 Outcome

Steve Wilson – VP, Pacific Life Insurance

7:00

The Art of Transferring Wealth

Doug Orton – VP, MFS Investments

Meet and
mingle

Enjoy an exclusive dinner event provided by Crow Canyon Country Club

Market update

Gain market insights to help you achieve a better outcome in 2023.

Wealth transfer

Learn the art of transferring your wealth to your next generation of loved ones.

Meet Your Host

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

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