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.
Proxy Client Appreciation
December 1, 2023
Friday, December 1st, 2023
6:00pm – 8:30pm Pacific Time
Register Now
Register yourself and a guest now to guarantee your spot!
CALL: 1-888-PLAN-WISE
Venue
3287 Mount Diablo Blvd, Lafayette, CA 94549
EVENT LOCATED IN THE GEORGE WASHINGTON ROOM
We’ve chosen the exquisite Lafayette Park Hotel & Spa as our venue in the George Washington Room. We seek to provide an elegant and welcoming atmosphere for our celebration. We have an evening filled with appreciation, connection, and upbeat social environment.
What to Expect:
- Delicious Food: We have a delectable spread of hors d’oeuvres and culinary delights prepared for you.
- Refreshing Drinks: A selection of beverages will be available to quench your thirst.
- Engaging Conversations: Network with fellow clients and our team, fostering new connections and strengthening existing ones.
- Memorable Moments: Be prepared for some surprises and a few special gifts.
This event is our way of saying “Thank you” for your ongoing support and partnership. We look forward to celebrating our shared successes and toasting to the future with you.
Please RSVP by Wednesday, November 28th to ensure we have enough provisions for all our guests. Your presence will make this evening truly special.
If you have any questions, please contact us by email or call our office.
We genuinely appreciate your trust in us and look forward to sharing this special evening with you. Together, let’s wrap 2023 as a year filled with even more successes and opportunities.
Securities and Advisory Services offered through United Planners Financial Services, Member FINRA/SIPC. Proxy Freedom, LLC and United Planners are not affiliated.