Health And Wealth Expert Dr. Bill Lloyd Shares Behavioral Finance Insights At Elliot Kallens Event

Health Manager Elliott Cullen from Transamerica Health Director Dr. Bill Lloyd hosted a health and wellness education event for 40 guests at Crow Canyon Country Club.

Elliott Cullen is performing in Danville, California.

DANVILLE, Calif., March 07, 2023 (GLOBE NEWSWIRE) -- Dr. Bill Lloyd, an authority on health, wealth and pandemic recovery, suggests how people can preserve wealth in retirement when mortality rates are low. . Dr. Lloyd discussed issues related to longevity, money and health in retirement.

"Adults can expect to live 20 to 25 years (or more) after retirement," says Lloyd. "Retirement is one of the longest periods of our lives. Health care costs can be a concern during this time. However, there are many ways to address these challenges and help plan members improve their retirement readiness."

Elliott Cullen, president of Prosperity Financial Group (which won the Global Financial Award for Best Wealth Management Firm in Northern California), says that one in 9 people over the age of 65 will develop Alzheimer's disease, and that's Prosperity Financial Group's goal. Giving you the tools you need to be financially secure in retirement.

"We want to make sure our customers don't run out of money while there's still a lot to do," Cullen said.

Columbia's Shane Kennedy Threadnail spoke at a Behavioral Finance event and discussed how investors often sell at the wrong time.

"The goal of behavioral finance is to understand the mind of the customer," Cullen said. "Our job is to help you make the right decision at the right time, which many customers don't do, especially in volatile markets."

Cullen plans to host a series of events to teach participants wealth management skills. Includes: Thursday, April 20th at Crown Canyon Country Club for a dinner to pass on wealth success to the next generation.

About Elliott Cullen: Elliott H. Cullen is an independent financial advisor and founder of Prosperity Financial Group, a registered investment advisory firm. He is a key marketing and motivational speaker for the independent financial advisor industry and uses his previous international sales experience to train other investment professionals across the country and in the San Francisco area.

About Dr. Bill Lloyd Dr. Bill Lloyd is an accomplished physician and award-winning physician educator who serves as Transamerica's National Health Director. He shares his ideas with audiences across the country through engaging, authentic presentations and witty humor.

About Prosperity Financial Group: Prosperity Financial Group is a wealth management firm that provides comprehensive wealth management to clients in San Ramon, the East Bay and beyond, led by a team of experienced and certified financial professionals.

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