crow canyon country club
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THURS, APRIL 20, 2023
TRANSFERRING WEALTH TO THE NEXT GENERATION DINNER EVENT
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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
- THURS, APRIL 20, 2023
- 5:30 PM to 7:30 PM
- Crow Canyon Country Club
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