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.
Business Planning
June 21, 2023
Thursday June 21st, 2023
12pm Pacific Time
3pm Estern Time
Register Now
Register yourself and a guest now to guarantee your spot!
CALL: 1-888-PLAN-WISE
Join CJ Davidson and Tanner Frigaard as they discuss How Smart Businesses Can Pay Less Tax. If you own or operate a business of any size (1-500 employees) or know someone who does, please join the discussion!
CJ and Tanner will discuss:
– Deductions You SHOULD Know
– New Ways to Shelter Profit from Tax Insured Protection Strategy
Over the years CJ, Tanner, and their team have helped Small Business Owners:
– Operate with More Financial Efficiency – Their Business Planning clients go through a comprehensive, quarterly financial review to help ensure precise efficiency.
– Pay Less in Taxes – Their goal is, above all else, to assist businesses in using strategies that could enable them to pay less tax.
– Better Control the Use of Capital – They believe profitable businesses should
RARELY use outside banking or capital solutions. If designed and funded properly, and insured protection strategy could help achieve this.
– Protect the Sustainability of Their Strategy – Tax avoidance strategies are complex and require consistent maintenance and the collaboration of multiple expertise. They help organize everything and constantly manage the financial ecosystem.
United Planners is not affiliated with Proxy Strategic or Proxy Financial.
The event is for informational purposes only.
Securities and Advisory Services offered through United Planners Financial Services, Member FINRA/SIPC. Proxy Freedom, LLC and United Planners are not affiliated.