Wine & Learn

BUILD YOUR PORTFOLIO WITH PRECISION

01.

Silva Corey web e1576541807852
Corey Silva

Associate Managing Director

MFS Investments

Presenting

Smart Asset Allocation and Portfolio Design

An investor's guide to decoding the market

02.

Michelle OHaren
Michelle O'Haren

Retirement Strategies Group Consultant

Pacific Life

Presenting

Health Care Costs In Retirement

Don't let surprise medical bills drain your retirement!

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
Pacific Life Logo

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

SATURDAY, OCTOBER 9TH

10am to 12pm

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 — Smart Asset Allocation and Portfolio Design - presented by Corey Silva


10:45 - 11:15am — Planning for Health Care Costs in Retirement - presented by Michelle O'Haren


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

Michelle O'Haren, JD, LLM, CPA, CFP®, ChFC®

Retirement Strategies Group Consultant, Pacific Life

Michelle is a Senior Retirement Strategies Group Consultant with more than 25 years of industry experience in the areas of financial planning and wealth management. She began her career in the tax department of KPMG before running financial-planning groups for two major insurance companies. She also has had advanced planning and education roles with a broker/dealer firm and financial services firm.

Michelle OHaren

Save your spot

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You missed out!

RSVP today!

Questions? Get in touch today!

  • 2333 San Ramon Valley Blvd., Suite 200, San Ramon, CA
  • elliot@prosperityfg.com
  • (925) 314-8500



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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