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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Helping Clients Navigate the Economy and Markets

Thursday April 27th, 2023Doors open at 4:40pm.Presentations 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 LANE O'CONNOR, REGIONAL SALES VICE PRESIDENT, as he discusses HELPING CLIENTS NAVIGATE THE ECONOMY AND MARKETS.If you're looking to better understand the current economic environment, please join us for this educational and fun event!LANE will share a few KEY CHALLENGES investors are facing in the CURRENT ECONOMIC ENVIRONMENT by taking a peak of the FEDERAL RESERVE'S history of rate tightening cycles and its impact of MARKET VOLATILITY on today’s portfolios and investment products. Some of the topics as part of his discussion will include:High inflation and the impact on Federal Reserve interest rates.The U.S economy as of today and the effects for most asset classes. A history of bull and bear markets and what that means for your portfolio.Doors open at 4:30 with Complimentary Wine on Tap and other beverages and assorted cheeses available. The Presentation will start at 5:00 and conclude by 6:00!(This event is meant for educational purposes only. Information presented are based on current expectations and the current economic environment and may involve risks and uncertainties that are difficult to predict. These statements are not guarantees of future performance. This discussion is neither an offer nor a recommendation to buy or sell any financial instrument or security, or to adopt any particular investment strategy.)Pat Vitucci is an Investment Advisor Representatives offering Securities and Advisory Services through United Planners Financial Services, Member FINRA/SIPC. United Planners is not affiliated with Proxy Freedom or Brighthouse Financial. 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.