Dec
5
3:00 PM15:00

Holiday Open House

Everyone is welcome to help KWP kick off the Holidays! We will have delicious food and drink, a photo booth, an ugly sweater contest and more! There will be something for everyone, bring your family and friends to this festive gathering and plan to enjoy!

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Oct
8
11:30 AM11:30

Healthy, Wealthy & Wise

Living well tomorrow starts with the habits we create today. Let’s talk about it.

Join King Wealth Planning for a lunch and learn session at the picturesque Cinnabar Hills Golf Club. Enjoy lunch while Dr. Bill Lloyd shares his insights and commonsense approach to better living. A licensed physician and an award winning educator, Dr. Lloyd adds powerful new dimension to Transamerica’s Wealth + Health initiative.
More information on Dr. Bill Lloyd.

Cinnabar Hills Golf Club
23600 McKean Road San Jose CA 95141

$20 tickets are available on Eventbrite.

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Feb
7
5:00 PM17:00

Outlook Report 2019

Proudly presenting Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the

Markets, with investment insights and market guidance for the year ahead.

Please join KWP for a comprehensive presentation on the markets and the global economy – and the

opportunities and challenges that may lie ahead.

This is an exclusive event for invitees and their guests. To inquire about the event, please email: inquiry@kingwealth.com

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