Wine & learn
BUILD YOUR PORTFOLIO WITH PRECISION
Associate Managing Director, MFS Investments
Presenting The Changing Rules with Asset Allocation and Your Portfolio Design
Registered Principal, Prosperity Financial Group
Presenting Tactical Retirement Planning Techniques & Reaching Your Retirement Goals
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!
DATE & TIME
Postponed due to COVID concerns
Crow Canyon Country Club
711 Silver Lake Dr.
Danville, CA 94526
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
Meet the Speaker
Meet the Speaker
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.
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