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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Review Season: A Fresh Start for Finances

January 11

Thursday, January 11th, 2024

12:00pm 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

As the new year unfolds, January sets the stage for a financial fresh start. It’s a month of reflection and resolution, where individuals and businesses alike reassess their financial goals and priorities. The theme revolves around mindful budgeting, strategic planning, and setting the tone for fiscal responsibility.

With the holiday season behind, January brings a sense of financial detox—a time to recover from festive spending and align financial habits with long-term objectives. Whether it’s crafting a realistic budget, exploring investment opportunities, or strategizing debt reduction, the month encourages a proactive approach to money matters.

January’s financial theme also embraces the idea of building a resilient financial foundation. It’s a time to review emergency funds, explore new saving strategies, and consider investment diversification. The cold weather outside parallels the cool-headed financial decisions made indoors, fostering a sense of discipline and prudence.

Overall, January in the financial realm is akin to a blank slate—a canvas waiting for the brushstrokes of intentional financial decisions. It’s a month that invites individuals and businesses to embark on a journey of financial wellness and lay the groundwork for a prosperous year ahead.

Cj Davidson Is An Investment Advisor Representative Offering Advisory Services Through Proxy Freedom LLC And Acts As A Non-Registered Associated Person Offering Securities Through United Planners Financial Services, Member FINRA, SIPC. Proxy Freedom LLC And United Planners Are Not Affiliated. Proxy Freedom LLC, United Planner, And Its Affiliates Do Not Provide Tax Or Legal Advice. This Event Is For Educational Purposes Only.

Venue

Zoom Meeting
CA United States

Organizer

Proxy Freedom LLC

Securities and Advisory Services offered through United Planners Financial Services, Member FINRA/SIPC. Proxy Freedom, LLC and United Planners are not affiliated.