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.
Retirement Calculator
May 25, 2023
Thursday May 25th, 2023
12pm Pacific Time
3pm Estern Time
Register Now
Register yourself and a guest now to guarantee your spot!
CALL: 1-888-PLAN-WISE
Register Here!
JOIN US for a live webinar as we welcome Benjy Strempel to discuss “MUST Have Calculator”.
Benjy Strompe is a regional vice president with Delaware Life. With over 12 years experience, Benjy assists financial professionals and their clients by educating how retirement income and other asset protection strategies are utilized in the marketplace.
We will be having an interactive session by using three-step retirement income review to ensure you have what is needed when you want to retire. The interactive session will include the following:
- Plan for four key factors when investing; think L.I.V.E your way
- Identity your “M.U.S.T.-haves“
- Determine income needed for 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 Delaware Life 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.