Don’t Invest & Forget powered by Proxy Freedom conducts live events and workshops throughout the Bay Area to educate and provide guidance to individuals who are actively saving for retirement and serious about reaching their retirement goals. Additionally, we host many special Client Appreciation and other “by invitation only” events. Please consult the list below for an event near you.

All events are no cost/no obligation; however, reservations are required.

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Dynamic Income Planning

May 11, 2023

Thursday May 11th, 2023

12pm Pacific Time

3pm Estern Time

Register Now

Register yourself and a guest now to guarantee your spot!

CALL: 1-888-PLAN-WISE

Register Here!

JOIN US for a live webinar as we welcome Jeng Chiu to discuss “Dynamic Income Planning.” 

Jeng is a vice president for the National Sales Consulting (NSC) team at Delaware Life. He has worked with financial professionals, CPAs, and legal professionals for more than 20 years, leading hundreds of client seminars, continuing education courses, and breakout sessions at regional and national conferences.

Having a solid retirement income plan that works no matter what  the market is doing is critical to clients. That means dynamic income planning—having the right type and combination of assets in place to ensure reliable income when clients retire.

This seminar will help clients understand:

  1. The importance of having a proper mix of different types of assets and the role they play in an income plan
  2. Key factors to keep in mind when they retire
  3. What income to utilize based on market performance
  4. How a variable annuity can be a key component of an income plan

Pat Vitucci is an Investment Advisor Representative offering Securities and Advisory Services through United Planners Financial Services, Member FINRA/SIPC. United Planners is not affiliated with Proxy Freedom or Delaware Life Company. The event is for informational purposes only.

Venue

Organizer

Securities and Advisory Services offered through United Planners Financial Services, Member FINRA/SIPC. Proxy Freedom, LLC and United Planners are not affiliated.