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!
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.
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
Paul King, CFP®, Registered Principal, LPL Financial, CA Insurance #0761042
Shannon Corpuz, Registered Representative, LPL Financial
In the event of a natural disaster and King Wealth Planning cannot be reached, please contact LPL’s service center directly: 800.558.7567
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, ID, MA, MD, MI, MN, NM, NC, NY, NV, OK, OR, PA, RI, SC, TX, UT, VA, and WA. No offers may be made or accepted from any resident outside these states.
A IMPORTANT CONSUMER INFORMATION A broker/dealer(BD), investment adviser (IA), representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org | www.sipc.com. Financial Planning offered through King Wealth Planning, Inc., a Registered Investment Advisor and a separate entity.
