Thursday March 30, 2023Doors Open at 4:30pmEvent Starts at 5:00pmSeating is Very LimitedRegister yourself and a guest now to guarantee your spot!CALL: 1-888-PLAN-WISEJoin us and enjoy complimentary wine and cheese atBuon Vino1501 N. Broadway, Suite 138 Walnut Creek, CA 94596The 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 andAdvisory Services through UNITED PLANNERSFINANCIAL SERVICES Member FINRA, SIPC.Vitucci & Associates, Inc., PROXY Freedom LLC andmited Planners aro not affiliated