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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The 4 C’s for Successful Retirement Income Strategies
April 13, 2023
Thursday April 13th, 2023
12pm Pacific Time
3pm Estern Time
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CALL: 1-888-PLAN-WISE
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JOIN US for a live webinar as we welcome Dave Vogel to discuss “The 4 C’s for Successful Retirement Income Strategies.”
Dave Vogel is a senior advanced markets consultant at Allianz with experience on educating financial professionals on a variety of topics – including tax-efficient retirement, estate, and business planning strategies.
Preparing for retirement is DIFFERENT now than it was years ago. Dave will discuss how many of today’s clients are re-framing their retirement goals using the “4 C’s” of retirement income and planning strategies:
- Clarity: Gathering facts and realizing now is the time to take the necessary steps to begin a serious preparation for retirement years.
- Comfort: Determine needs – look at the consumption gap.
- Cost of living: Evaluate inflation impacts.
- Certainty: Understand options and select solutions that may be appropriate for your retirement.
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 Allianz Life Insurance Company. 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.