Wealth e-Thoughts, KWP’s e-Newsletter

Vol II No XII  4/11/17

Healthy Wealthy & Wise

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Eating more nutritious foods that lead to a healthier life is a common goal for many families. But the question is… how? How do we turn that goal into action and start taking the necessary steps to eat better? What we all need to do is learn about our nutritional needs and make healthy changes to eat better. On April 25th, Susan Filice from PY Kitchen will be presenting at KWP’s Staying Younger Longer event and she will focus on Healthy Eating: a Guide to Living Longer and Stronger. Join us for some healthy eating guidelines, recipes, an array of olive oil tasting, experts, exhibitors and more!

We willl see you on April 25th at the event!

Best Regards,

Paul King, CFP®
Registered Principal
LPL Financial


In This Issue of Wealth e-Thoughts

  • Introducing Flor Parisi
  • Women’s Golf Clinic
  • Staying Younger Longer 4/25
  • Your Trusted Contacts 
  • Take a Hike
  • Mastering Ethical Leadership
  • Save the Date

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New Client Services Associate: Flor ParisiRight Image

As Client Services Associate with King Wealth Planning, Flor assists our clients by fulfilling requests for account services such as:

• income withdrawls
• investment deposits
• beneficiary or account titling changes

Flor has extensive experience in financial client services; she has over 20 years with Wayne Williams at WA Insurance Services and she also has been an Operations Officer at Liberty Bank in Boulder Creek. Flor immigrated to the United States in 1976 from the Philippines. Flor lives in Scotts Valley with her husband, Leonard.

Love your family. Spend time and be kind to one another. Leave no room for regrets. Tomorrow is not promised and today is short.

We are delighted to have Flor onboard and know you will feel the same when you meet her.  If you find yourself in the neighborhood, stop by and welcome Flor to the KWP family!

To contact Flor, call the office (408.879.0789) or send her an email: flor@kingwealth.com.


KWP Listens

We read our surveys!  We had a number of responses from clients for a beginner’s golf clinic for women, and so, we are offering our first on May 9th, 2017 from 1-3pm, at Boulder Ridge Golf Club. If you are a client or a strategic partner and would like to join us, please email shannon@kingwealth.com or call 408.879.0789 to reserve your space. Guests are welcome with a reservation.

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Staying Younger LongerKWP SYL newspaper ad 2017 2

We want all of our clients to stay healthy, wealthy and wise. That’s why we designed Staying Younger Longer, which is a forum where local experts come together to share healthy lifestyle practices with the community.  This year we are hosting:

PY Kitchen
Aligned Fitness
Emotional Awareness Institute
Touch to Heal Spa

Our experts will wow your taste buds and relax your senses with everything from healthy eats to healing massage. The Emotional Awareness Institute will be presenting their Life Stories program which connects generations through story telling and Lisa Decker from Aligned Fitness will discuss how your posture can effect your health & longevity. You don’t want to miss this event! Call or email to reserve your space today. Guests are welcome with a reservation.

What do YOU do to stay healthy, wealthy and wise?

We want to know what our clients are doing to stay healthy, wealthy and wise!  Do you dance, garden, golf, run, walk, bike, hike? What keeps you at your best? Sharing ideas is a great way to learn and connect. It’s healthy! We want to hear from YOU!

And what types of experts would you like to see at our Fall Aging with Dignity program?

We want to come along side you and help you meet your financial and healthy life goals!

Speakers and exhibitors are not affiliated with LPL  Tracking # 1-586726

KWP Takes a Hike

Join KWP on hikes through two of the bay area’s scenic trails: Quicksilver Park (San Jose) 4/30 and Nisene Marks (Aptos) 6/4. If you are interested in joining us, please call or shoot us an email and we will send you the details. Take a hike with KWP!


Mastering Ethical Leadership

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Some of you know that Shannon Corpuz, KWP’s Managing Director, started her Master’s program in Ethical Leadership last January. She just finished the program in March and we couldn’t be more proud! Through the MA program, she developed and honed her skills in collaboration, conflict resolution, ethical decision-making, and inspiring diverse teams towards common goals. As a graduate of this program, Shannon has gained the knowledge and skills to lead more effectively and courageously influence any organization in making ethical decisions that have a positive impact.

Congratulations on the accomplishment Shannon!

 


Save the Date!Right Image

Fourth of July Fun
Tuesday 7/4/17 6:00-10:00pm
Join KWP for an explosive evening at Boulder Ridge! Enjoy hot dogs and hamburgers and trek on down to the 17th hole for an amazing view of 4th of July fireworks over Lake Almaden (and all over San Jose). Bring a jacket and a blanket, food and drinks available on the course during the fireworks. Bring the whole family for some unforgettable fun! Cut-off for reservations is 6/17/17. Register

Half-Time 2017
Tuesday 7/25/17  5:00-7:00pm
A market update for clients and their guests. Join the KWP team for hors d’oeuvres in the courtyard at the Toll House and listen to Paul discuss how market events through the first part of 2017 could impact the remainder of the year. 

Aging with Dignity
Thursday, 10/26/17  2:00-4:00pm
A unique forum of local experts coming together to answer your questions, this event is designed to help our clients, friends and our community address the issue of aging and offer solutions and resources. 

Summit Club Holiday Event
Saturday 11/18/17 3:00-6:00pm
A lovely afternoon of great food, company and conversation to recognize KWP’s top clients.

KWPs Holiday Open House
Thursday 12/7/17 2:00-4:00pm
Kick-off the Holidays with the KWP team – food and fun for our clients and their guests!

For more information on these events and registration, contact:
shannon@kingwealth.com 408 879 0789.


Thank YoStaff TG photo 2 2016u for Reading Wealth e-Thoughts!

We hope you enjoyed this edition. We look forward to seeing you and yours at our upcoming     events!

Stay Healthy, Wealthy and Wise,

The KWP Team

 

To subcribe to Wealth e-Thoughts, click here: Subscribe

 


Wealth e-Thoughts, April 2017 Issue   Vol II No. XII  Shannon Corpuz, Editor
LPL # 1-497507
The advisors of King Wealth Planning are Registered Representatives with, and securities and advisory services offered through LPL Financial, a registered investmen advisor, Member FINRA/SIPC www.finra.com | www.sipc.com.  Financial Planning offered through King Wealth Planning, Inc., a Registered Investment Advisor and a separate entity.

 

 

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