Wine & learn

BUILD YOUR PORTFOLIO WITH PRECISION

01.

Silva Corey web e1576541807852
Corey Silva

Associate Managing Director, MFS Investments

Presenting The Changing Rules with Asset Allocation and Your Portfolio Design

02.

Elliot Kallen, Founder of Prosperity Financial Group, Financial Advisor, Wealth Advisor, Financial Planner, Wealth Planner
Elliot Kallen

Registered Principal, Prosperity Financial Group

Presenting Tactical Retirement Planning Techniques & Reaching Your Retirement Goals

03.

Wente Vineyards Livermore wedding events golf wine tasting
Wine Pouring

by Wente vineyards

Blending traditional and innovative winemaking practices, Wente draws from their estate vineyards in the Livermore Valley and Arroyo Seco, Monterey appellations to create an outstanding portfolio of fine wines.

MFS Investments logo
Prosperity Financial Group - Financial Services Firm, Personal Wealth Advisors

About Wine & Learn


Enjoy an interactive discussion around the post-pandemic investment landscape — while tasting four award-winning wines from Wente Vineyards based in Livermore, CA!



This event will be a casual gathering hosted at Crow Canyon Country Club, one of the “Best Venues of the Bay” by SF Gate.



All guests are welcome. Seats are limited - RSVP today!
Event Details

DATE & TIME

TBD

Postponed due to COVID concerns

LOCATION

Crow Canyon Country Club

711 Silver Lake Dr.

Danville, CA 94526

Agenda

10:00 - 10:15am — Enjoy our brunch buffet, featuring seasonal favorites like savory quiche, summer fruit salad, freshly baked pastries, and more.


10:15 - 10:45am — The Changing Rules with Asset Allocation and Your Portfolio Design - presented by Corey Silva


10:45 - 11:15am — Tactical Retirement Planning Techniques and Reaching Your Retirement Goals - presented by Elliot Kallen


11:15 - 12:00pm — Wine pouring by Wente Vineyards

Corey Silva MFS Investments
Meet the Speaker

Corey Silva

Associate Managing Director, MFS Investments

MFS Investment Management is an active, global asset manager with a uniquely collaborative approach to build better insights for clients. Its investment approach has three core elements – integrated research, global collaboration, and active risk management. Through the combined application of these three principles, the firm works to deliver sustainable investment solutions for the individual and institutional investors it serves.

Meet the Speaker

Elliot Kallen

Registered Principal, Prosperity Financial Group

Elliot H. Kallen brings over 25 years of entrepreneurial business ownership experience to Prosperity’s financial planning and advising practice.

As an Independent Financial Advisor and the founder of Registered Investment Advisory firm Prosperity Financial Group, Inc., he holds Series 7-, 24-, 63-, 65- and 66-licensed to offer securities. Since 1993, Elliot has been licensed to offer insurance and annuities underwritten by a wide variety of the nation’s insurers.

Elliot’s practice focuses on entrepreneurs, business owners, retirees, and Millennials. He advises on retirement and estate planning, employee benefit planning, insurance and risk management and investment planning programs.

Elliot Kallen, Fiduciary Financial Advisor in San Francisco Bay Area

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