LIVE EVENT in NAPA! Year-End Planning – The Proxy Way

Proxy Freedom is hosting COURT CHYNCES and MARTA AMATON, Financial Advisors of Proxy Freedom, as they discuss YEAR-END PLANNING – The Proxy Way.

Take advantage of Proxy’s year-end financial planning strategies undertaken by individuals, businesses, or organizations to optimize financial outcomes and position themselves for success in the upcoming year. This comprehensive evaluation and planning exercise typically includes:

1. Income and Expense Analysis: Assessing the year’s income sources and expenditure patterns to understand financial inflows and outflows, identifying potential cost-saving measures.

2. Tax Planning: Strategic ways to minimize tax liabilities through deductions, credits, and other tax-saving opportunities, aiming to optimize financial outcomes and preserve wealth.

3. Investment Portfolio Review: Evaluating investment performance, re-balancing portfolios, and aligning investments with current and future financial goals to ensure they align with risk tolerance and objectives.

4. Retirement and Savings Assessment: Reviewing retirement savings, contributions, and investment strategies to ensure they align with retirement goals, adjusting as needed to stay on track for a secure retirement.

5. Goal Setting for the Upcoming Year: Establishing financial objectives for the next year, breaking them down into achievable targets and setting a road map to accomplish them, considering factors such as income growth, debt reduction, and savings goals.

Happy Hour starts at 3:00 PM with Complimentary Wine on Tap and other beverages and assorted cheeses available. The Presentation will start at 3:30 and conclude by 5:00!

(This event is meant for educational purposes only. Information presented should not be considered investment, tax or legal advice, or a recommendation to take a particular course of action. Always consult with a financial professional regarding your personal situation before making any financial decisions.)