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.
- This event has passed.
Live Seminar
May 31, 2023
Wednesday May 31st, 2023
6:30pm to 8:30pm
Seating is Very Limited
Register yourself and a guest now to guarantee your spot!
CALL: 1-888-PLAN-WISE
Registration Deadline:
TUESDAY, MAY 23, 2023
Roundhill Country Club
3169 Roundhill Rd, Alamo, CA
A SPECIAL DINNER FOR RETIREES
or Those Planning to Retire Soon
Proxy Freedom Presents Pat Vitucci Hosting Dinner and a Panel Discussion featuring M. Franklin Parrish (Estate Planning Attorney), Michael S. Hatfield (Real Estate Professional) and Court Chynces MBA, CAIA®, CRPC® as they discuss …
How to navigate today’s economic reality and create a comprehensive retirement and Estate Planning Strategy that works!
Pat Vitucci and Court Chynces are Registered Representatives offering Securities and Advisory Services through United Planners Financial Services, Member FINRA, SIPC.Vitucci & Associates, Inc., PROXY Freedom LLC, M. Franklin Parrish, Michael S. Hatfield and United Planners are not affiliated. This event is for educational purposes only and not intended as advice for any particular individual.
Securities and Advisory Services offered through United Planners Financial Services, Member FINRA/SIPC. Proxy Freedom, LLC and United Planners are not affiliated.