EP93: How To Future-Proof Your Wealth - Elliot Kallen
Get ready to dive into the exciting landscape of wealth management and retirement planning with our special guest, Elliot Kallen. If you've been puzzling over what to do with your hard-earned wealth, this is your chance to gain some clarity. Tune in and buckle up!
- A brief rundown of the 3 pillars of wealth
- Game-changing tips for balancing life and career
- How wealth management firms and experts assist you
- The right way to look at financial products and wealth management
- First step in planning and managing your wealth
Resources/Links Mentioned In This Episode
About Elliot Kallen
Elliot Kallen, a seasoned leader with extensive entrepreneurial experience, heads a respected Financial Planning and advising practice. With a history of forming international organizations and prior CEO roles, he founded Prosperity Financial Group, Inc. Elliot is a sought-after keynote speaker, covering motivation, leadership, charity work, and finance.
Holder of dual BA degrees in Accounting and Economics from Rutgers University, Elliot actively serves on Boards and organizations. He is dedication to philanthropy shines through his multi-million fundraising efforts. Elliot leads as President of A Brighter Day Charity, a 501c(3) born from the loss of his son, Jake, in 2015. This charity unites resources for stress, depression, and teen suicide prevention, significantly benefiting families and teenagers.
Connect with Elliot
- Website: Prosperity Financial Group
- Email: elliot@prosperityfinancialgroup.com
- Phone Number: (510) 206-1103
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Sponsors
Bangerter Financial Services, Inc
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Sponsor Disclosure:
Securities offered through Concorde Investment Services, LLC, member FINRA/SIPC. Bangerter Financial is independent of Concorde. This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Investments in real estate may be speculative, illiquid, and carry a high degree of risk – including the potential loss of the entire investment. Please consult the appropriate professional regarding your individual circumstance.
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