Thursday, February 15th, 2024

Women's wealth & well-Being

Educational Dinner Event

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Hours
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Our event is designed for those with $250,000 or more of investable assets, ensuring a perfect match for our investment strategies.

Seats are limited. Save your spot today!

About Event

Join us for a Valentine’s treat–an evening of connection and financial enlightenment for couples at the Crow Canyon Country Club. During this exclusive event, we’ll explore key topics like IRA strategies and the unique financial considerations of women, offering valuable insights for every couple’s financial health.

Make this Valentine’s Day about more than just romance; make it a milestone in your financial journey together.

Mark your calendars » 

711 Silver Lake Dr, Danville, CA 94526

Save Your Spot Today

Please RSVP for appetizers and refreshments

For the special woman in your life – a Valentine’s dinner that invests in both your financial futures.

This exclusive event is more than a celebration of love; it’s a pivotal step in your financial journey. Uncover the critical importance of avoiding IRA pitfalls and learn how informed decisions can profoundly impact your future. Our expert advisors will guide you through strategies to grow and safeguard your wealth, offering personalized insights tailored to your unique financial situation.

Event Schedule

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

5:30

Arrive

Check-in, get seated.

5:45

Introductions

Meet your host of the evening Elliot Kallen of Prosperity Financial Group.

6:00

Women's Wealth & Well-Being

A presentation by Jana Cole of BlackRock Investments.

6:30

Dinner

Enjoy a dinner provided by Bay Club Crow Canyon.

7:00

Avoiding IRA Mistakes

A presentation by Adam DeMatteo of Prudential Financial.

7:30

End

Finish your evening, mixing and mingling, make sure to introduce yourself to our team.

Critical IRA Strategies

Uncover common IRA mistakes and learn how to avoid them, ensuring a secure and prosperous retirement for both of you.

Women's Wealth Wisdom

Explore the unique aspects of women’s financial needs and perspectives, and understand why this knowledge is vital for every couple’s financial health.

Empowering Financial Unity

Discover how aligning your financial goals can lead to stronger, more informed decisions, enhancing your collective financial well-being.

Meet Your Host

Elliot Kallen Signature 5

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

Register for Prosperity Power Hour

Enjoy food and beverages, meet other successful professionals, improve your referral base, and win fun door prizes!

Because of the intimate nature of this event, we’re taking a very limited number of attendees per event. These seats will go fast, so grab one while you can!

Bringing a +1? Please have your guest fill out this form.