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 Event – Tax Alpha
March 30, 2023
Thursday March 30, 2023
Doors Open at 4:30pm
Event Starts at 5:00pm
Seating is Very Limited
Register yourself and a guest now to guarantee your spot!
CALL: 1-888-PLAN-WISE
Join us and enjoy complimentary wine and cheese at
Buon Vino
1501 N. Broadway, Suite 138 Walnut Creek, CA 94596
The Team at “Don’t Invest and Forget” presents Bryan Caulkins, Managing Partner of PROXY Freedom LLC, as he discusses Seeking Tax Alpha in a Changing Tax Enironment.
If you’re looking for new strategies to implement or a restructure of your current portfolio, please join us for this educational and fun event!
Bryan will share ways to create Diversification, Retirement Income Structuring and Legacy Planning for retirees. Some of the topics as part of his discussion will include:
- Consider strategies to help manage income and stay below thresholds including 401k salary deferrals, health savings account (HSA), and savings.
- Case studies illustrating retirement income using traditional withdrawals, proportional withdrawals, capital gains, and business owner opportunities.
- A comprehensive planning structure using charitable strategies, remainder trusts, and lead trusts through a hybrid of annuity and life insurance products.
Pat Vitucci is a Registered Representative offering Securities and
Advisory Services through UNITED PLANNERS
FINANCIAL SERVICES Member FINRA, SIPC.
Vitucci & Associates, Inc., PROXY Freedom LLC and
mited Planners aro not affiliated
Securities and Advisory Services offered through United Planners Financial Services, Member FINRA/SIPC. Proxy Freedom, LLC and United Planners are not affiliated.