Client Events

What's New?

Each year, Prosperity Financial Group hosts a number of educational and client appreciation, as well as participates in a handful of charity events. We would love for you to join us at one or more of these events, and we encourage you to bring a friend or two!

Fireside Chat

Just because we offer financial planning services, doesn’t mean it always has to be in a formal setting. We do our best to host a handful of educational meetings each year in an intimate setting. We provide market updates, presentations on relative topics by financial professionals from well known financial institutions, an open floor for questions, and great food and wine! It’s a great way to spend a weeknight. Check this page for updates as to when we’ll host our next Fireside Chat!

Golf Tournaments

If you are a golfer, let us know! We are always looking for people who enjoy spending a day on the golf course. We often sponsor a golf tournament or we hold small get-togethers on the course with lunch and sometimes a little bit of education.

Wine Tasting

Elliot Kallen, President of Prosperity Financial Group, is a wine enthusiast. We enjoy taking clients out for small wine tasting and educational events during the year. These are great opportunities to learn a little bit about wine and a lot about the current market.

Charity Sponsorships

Prosperity is big on giving back to the community. On top of our annual Holiday Charity drives, we often join forces with our favorite charity for a golf tournament or gala. Charities we support annually are: The Boys and Girls Club of Diablo Valley, Junior Diabetes Research Foundation (JDRF), Friends of Camp Concord, The John Susko Memorial Golf Foundation, Richmond/Ermet AIDS Foundation (REAF), One Warm Coat, The Food Bank of Contra Costa & Toys for Tots.

Annual Holiday Party

Our favorite time of the year when all of our clients, friends, family, vendors and staff don’t have to think too much about financial planning services; instead, we come together to celebrate the holidays! This event becomes more and more popular with each passing year as our business grows! We enjoy the opportunity our Annual Holiday Party gives us to get to know our clients and their families on a personal level. It’s our biggest event of the year!

Event Suggestions

We do our best to make our events as fun and educational as possible, but it can be hard to cater to everybody! If you have an idea for an event or have a topic you would like to learn about and think others would too, we welcome your suggestions! Contact us today!

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Market Data

Market DataBank: 4Q 2019

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