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.
Thursday April 13th, 202312pm Pacific Time3pm Estern TimeRegister NowRegister yourself and a guest now to guarantee your spot!CALL: 1-888-PLAN-WISERegister Here!JOIN US for a live webinar as we welcome Dave Vogel to discuss "The 4 C's for Successful Retirement Income Strategies." Dave Vogel is a senior advanced markets consultant at Allianz with experience on educating financial […]
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 […]
Thursday May 11th, 202312pm Pacific Time3pm Estern TimeRegister NowRegister yourself and a guest now to guarantee your spot!CALL: 1-888-PLAN-WISERegister Here!JOIN US for a live webinar as we welcome Jeng Chiu to discuss "Dynamic Income Planning." Jeng is a vice president for the National Sales Consulting (NSC) team at Delaware Life. He has worked with financial professionals, CPAs, […]
Thursday May 25th, 202312pm Pacific Time3pm Estern TimeRegister NowRegister yourself and a guest now to guarantee your spot!CALL: 1-888-PLAN-WISERegister 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 […]
Wednesday May 31st, 20236:30pm to 8:30pmSeating is Very LimitedRegister yourself and a guest now to guarantee your spot!CALL: 1-888-PLAN-WISERegistration Deadline:TUESDAY, MAY 23, 2023Roundhill Country Club3169 Roundhill Rd, Alamo, CAA SPECIAL DINNER FOR RETIREESor Those Planning to Retire SoonProxy Freedom Presents Pat Vitucci Hosting Dinner and a Panel Discussion featuring M. Franklin Parrish (Estate Planning Attorney), […]
/*! elementor - v3.13.3 - 28-05-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} /*! elementor - v3.13.3 - 28-05-2023 */ .elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}Thursday June 21st, 2023 12pm Pacific Time3pm Estern Time Register Now Register yourself and a guest now to guarantee your spot!CALL: 1-888-PLAN-WISE Join CJ Davidson and Tanner Frigaard as they […]
/*! elementor - v3.16.0 - 20-09-2023 */.elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} /*! elementor - v3.16.0 - 20-09-2023 */.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px} Thursday September 28th, 2023 12pm Pacific Time 3pm Estern Time Register Now Register yourself and a guest now to guarantee your spot! CALL: 1-888-PLAN-WISE Venue JaM CELLARS 1460 1 st, NAPA, […]
/*! elementor - v3.16.0 - 20-09-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} /*! elementor - v3.16.0 - 20-09-2023 */ .elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}Wednesday October 25th, 2023 6:30pm - 8:00pm Pacific Time Register Now Register yourself and a guest now to guarantee your spot!CALL: 1-888-PLAN-WISE Venue Maggiano's Little Italy3055 Olin Ave Suite 100San […]
/*! elementor - v3.17.0 - 08-11-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} /*! elementor - v3.17.0 - 08-11-2023 */ .elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}Thursday November 16th, 2023 12:00pm to 1:00pm PST Register Now Register yourself and a guest now to guarantee your spot!CALL: 1-888-PLAN-WISE Estate planning is a crucial aspect of financial stability […]
/*! elementor - v3.17.0 - 08-11-2023 */.elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} /*! elementor - v3.17.0 - 08-11-2023 */.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px} Friday, December 1st, 2023 6:00pm - 8:30pm 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 […]
/*! elementor - v3.18.0 - 08-12-2023 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} /*! elementor - v3.18.0 - 08-12-2023 */ .elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}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 […]
/*! elementor - v3.19.0 - 05-02-2024 */ .elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block} /*! elementor - v3.19.0 - 05-02-2024 */ .elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}Thursday, February 15th, 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 […]
Securities and Advisory Services offered through United Planners Financial Services, Member FINRA/SIPC. Proxy Freedom, LLC and United Planners are not affiliated.