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DTSTART;VALUE=DATE:20240215
DTEND;VALUE=DATE:20240216
DTSTAMP:20260627T055345
CREATED:20240102T162959Z
LAST-MODIFIED:20240207T154115Z
UID:13775-1707955200-1708041599@dontinvestandforget.com
SUMMARY:Small Business Planning
DESCRIPTION:Thursday\, February 15th\, 2024				\n				\n				\n				\n									12:00pm Pacific Time 								\n				\n				\n				\n					Register Now				\n				\n				\n				\n									Register yourself and a guest now to guarantee your spot! CALL: 1-888-PLAN-WISE 								\n				\n				\n		\n				\n				\n					Venue				\n				\n				\n				\n																														\n				\n				\n				\n									3287 Mount Diablo Blvd\, Lafayette\, CA 94549 								\n				\n				\n				\n									\n\n\n\n\n\n\n\n\n\n\n\nEVENT LOCATED IN THE GEORGE WASHINGTON ROOM \n\n\n\n\n\n\n\n\n\n\n\n								\n				\n				\n				\n		\n				\n				\n																														\n				\n				\n				\n									Join Bryan Caulkins as he explore topics like smart budgeting\, effective expense management\, and the power of strategic investments. Whether you’re a seasoned business owner or just starting your entrepreneurial journey\, this month is all about providing you with the tools and knowledge to cultivate financial stability and foster the growth of your business. Let’s turn financial challenges into opportunities and pave the way for a prosperous future for your small business! 1. Set Clear Goals: Clearly define your short-term and long-term financial goals. 2. Create a Budget: Develop a detailed budget that outlines your expected income and expenses.  3. Cash Flow Management: Monitor your cash flow consistently.  4. Emergency Fund: Build an emergency fund to cover unexpected costs or disruptions in cash flow.  5. Financial Statements: Regularly generate and analyze financial statements. 6. Tax Planning: Stay informed about tax regulations relevant to your business.  7. Investment Strategy: Develop an investment strategy that aligns with your business goals and risk tolerance. 8. Debt Management: If you have loans\, manage them wisely.  9. Insurance Coverage: Assess your business’s insurance needs and maintain appropriate coverage. 10. Regular Review: Schedule regular financial reviews to track progress toward your goals.  11. Professional Guidance: Consider seeking advice from financial professionals.  Remember\, these guidelines are a starting point\, and adapting them to your specific business needs is key. Regularly revisit and refine your financial plan as your business evolves. 								\n				\n				\n				\n									Bryan Caulkins Is An Investment Advisor Representative Offering Advisory Services Through Proxy Freedom Llc\, A Registered Investment Advisor. Securities Offered Through United Planners Financial Services\, Member Finra\,Sipc. Proxy Freedom Llc And United Planners Are Not Affiliated. Proxy Freedom\, United Planners And Its Representatives Do Not Provide Tax Or Legal Advice. Event Is For Educational Purposes Only. 								\n				\n		\n					\n				\n				\n							\n			\n			\n			\n\n			\n			\n								\n												\n								Name							\n														\n											\n								\n												\n								Email							\n														\n											\n								\n												\n								Where did you hear about us?							\n								\n			\n							\n			\n									Select One\n									Radio\n									Referral\n									LinkedIn\n									Instagram\n									Facebook\n									Twitter\n									TikTok\n									Magazine\n									Website\n									Other\n							\n		\n						\n								\n					\n						\n																						Sign Up
URL:https://dontinvestandforget.com/event/small-business-planning/
LOCATION:Zoom Meeting\, CA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20240111
DTEND;VALUE=DATE:20240112
DTSTAMP:20260627T055345
CREATED:20231219T171940Z
LAST-MODIFIED:20231219T172330Z
UID:13761-1704931200-1705017599@dontinvestandforget.com
SUMMARY:Review Season: A Fresh Start for Finances
DESCRIPTION:Thursday\, February 15th\, 2024				\n				\n				\n				\n									12:00pm Pacific Time 								\n				\n				\n				\n					Register Now				\n				\n				\n				\n									Register yourself and a guest now to guarantee your spot! CALL: 1-888-PLAN-WISE 								\n				\n				\n		\n				\n				\n					Venue				\n				\n				\n				\n																														\n				\n				\n				\n									3287 Mount Diablo Blvd\, Lafayette\, CA 94549 								\n				\n				\n				\n									\n\n\n\n\n\n\n\n\n\n\n\nEVENT LOCATED IN THE GEORGE WASHINGTON ROOM \n\n\n\n\n\n\n\n\n\n\n\n								\n				\n				\n				\n		\n				\n				\n																														\n				\n				\n				\n									Join Bryan Caulkins as he explore topics like smart budgeting\, effective expense management\, and the power of strategic investments. Whether you’re a seasoned business owner or just starting your entrepreneurial journey\, this month is all about providing you with the tools and knowledge to cultivate financial stability and foster the growth of your business. Let’s turn financial challenges into opportunities and pave the way for a prosperous future for your small business! 1. Set Clear Goals: Clearly define your short-term and long-term financial goals. 2. Create a Budget: Develop a detailed budget that outlines your expected income and expenses.  3. Cash Flow Management: Monitor your cash flow consistently.  4. Emergency Fund: Build an emergency fund to cover unexpected costs or disruptions in cash flow.  5. Financial Statements: Regularly generate and analyze financial statements. 6. Tax Planning: Stay informed about tax regulations relevant to your business.  7. Investment Strategy: Develop an investment strategy that aligns with your business goals and risk tolerance. 8. Debt Management: If you have loans\, manage them wisely.  9. Insurance Coverage: Assess your business’s insurance needs and maintain appropriate coverage. 10. Regular Review: Schedule regular financial reviews to track progress toward your goals.  11. Professional Guidance: Consider seeking advice from financial professionals.  Remember\, these guidelines are a starting point\, and adapting them to your specific business needs is key. Regularly revisit and refine your financial plan as your business evolves. 								\n				\n				\n				\n									Bryan Caulkins Is An Investment Advisor Representative Offering Advisory Services Through Proxy Freedom Llc\, A Registered Investment Advisor. Securities Offered Through United Planners Financial Services\, Member Finra\,Sipc. Proxy Freedom Llc And United Planners Are Not Affiliated. Proxy Freedom\, United Planners And Its Representatives Do Not Provide Tax Or Legal Advice. Event Is For Educational Purposes Only. 								\n				\n		\n					\n				\n				\n							\n			\n			\n			\n\n			\n			\n								\n												\n								Name							\n														\n											\n								\n												\n								Email							\n														\n											\n								\n												\n								Where did you hear about us?							\n								\n			\n							\n			\n									Select One\n									Radio\n									Referral\n									LinkedIn\n									Instagram\n									Facebook\n									Twitter\n									TikTok\n									Magazine\n									Website\n									Other\n							\n		\n						\n								\n					\n						\n																						Sign Up
URL:https://dontinvestandforget.com/event/review-season/
LOCATION:Zoom Meeting\, CA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231201
DTEND;VALUE=DATE:20231202
DTSTAMP:20260627T055345
CREATED:20231108T234651Z
LAST-MODIFIED:20231108T234905Z
UID:13698-1701388800-1701475199@dontinvestandforget.com
SUMMARY:Proxy Client Appreciation
DESCRIPTION:Thursday\, February 15th\, 2024				\n				\n				\n				\n									12:00pm Pacific Time 								\n				\n				\n				\n					Register Now				\n				\n				\n				\n									Register yourself and a guest now to guarantee your spot! CALL: 1-888-PLAN-WISE 								\n				\n				\n		\n				\n				\n					Venue				\n				\n				\n				\n																														\n				\n				\n				\n									3287 Mount Diablo Blvd\, Lafayette\, CA 94549 								\n				\n				\n				\n									\n\n\n\n\n\n\n\n\n\n\n\nEVENT LOCATED IN THE GEORGE WASHINGTON ROOM \n\n\n\n\n\n\n\n\n\n\n\n								\n				\n				\n				\n		\n				\n				\n																														\n				\n				\n				\n									Join Bryan Caulkins as he explore topics like smart budgeting\, effective expense management\, and the power of strategic investments. Whether you’re a seasoned business owner or just starting your entrepreneurial journey\, this month is all about providing you with the tools and knowledge to cultivate financial stability and foster the growth of your business. Let’s turn financial challenges into opportunities and pave the way for a prosperous future for your small business! 1. Set Clear Goals: Clearly define your short-term and long-term financial goals. 2. Create a Budget: Develop a detailed budget that outlines your expected income and expenses.  3. Cash Flow Management: Monitor your cash flow consistently.  4. Emergency Fund: Build an emergency fund to cover unexpected costs or disruptions in cash flow.  5. Financial Statements: Regularly generate and analyze financial statements. 6. Tax Planning: Stay informed about tax regulations relevant to your business.  7. Investment Strategy: Develop an investment strategy that aligns with your business goals and risk tolerance. 8. Debt Management: If you have loans\, manage them wisely.  9. Insurance Coverage: Assess your business’s insurance needs and maintain appropriate coverage. 10. Regular Review: Schedule regular financial reviews to track progress toward your goals.  11. Professional Guidance: Consider seeking advice from financial professionals.  Remember\, these guidelines are a starting point\, and adapting them to your specific business needs is key. Regularly revisit and refine your financial plan as your business evolves. 								\n				\n				\n				\n									Bryan Caulkins Is An Investment Advisor Representative Offering Advisory Services Through Proxy Freedom Llc\, A Registered Investment Advisor. Securities Offered Through United Planners Financial Services\, Member Finra\,Sipc. Proxy Freedom Llc And United Planners Are Not Affiliated. Proxy Freedom\, United Planners And Its Representatives Do Not Provide Tax Or Legal Advice. Event Is For Educational Purposes Only. 								\n				\n		\n					\n				\n				\n							\n			\n			\n			\n\n			\n			\n								\n												\n								Name							\n														\n											\n								\n												\n								Email							\n														\n											\n								\n												\n								Where did you hear about us?							\n								\n			\n							\n			\n									Select One\n									Radio\n									Referral\n									LinkedIn\n									Instagram\n									Facebook\n									Twitter\n									TikTok\n									Magazine\n									Website\n									Other\n							\n		\n						\n								\n					\n						\n																						Sign Up
URL:https://dontinvestandforget.com/event/client-appreciation/
LOCATION:Lafayette Park Hotel & Spa\, 3287 Mount Diablo Blvd\, Lafayette\, CA\, 94549\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231116
DTEND;VALUE=DATE:20231117
DTSTAMP:20260627T055345
CREATED:20231108T232123Z
LAST-MODIFIED:20231108T235249Z
UID:13678-1700092800-1700179199@dontinvestandforget.com
SUMMARY:The Importance of Estate Planning
DESCRIPTION:Thursday\, February 15th\, 2024				\n				\n				\n				\n									12:00pm Pacific Time 								\n				\n				\n				\n					Register Now				\n				\n				\n				\n									Register yourself and a guest now to guarantee your spot! CALL: 1-888-PLAN-WISE 								\n				\n				\n		\n				\n				\n					Venue				\n				\n				\n				\n																														\n				\n				\n				\n									3287 Mount Diablo Blvd\, Lafayette\, CA 94549 								\n				\n				\n				\n									\n\n\n\n\n\n\n\n\n\n\n\nEVENT LOCATED IN THE GEORGE WASHINGTON ROOM \n\n\n\n\n\n\n\n\n\n\n\n								\n				\n				\n				\n		\n				\n				\n																														\n				\n				\n				\n									Join Bryan Caulkins as he explore topics like smart budgeting\, effective expense management\, and the power of strategic investments. Whether you’re a seasoned business owner or just starting your entrepreneurial journey\, this month is all about providing you with the tools and knowledge to cultivate financial stability and foster the growth of your business. Let’s turn financial challenges into opportunities and pave the way for a prosperous future for your small business! 1. Set Clear Goals: Clearly define your short-term and long-term financial goals. 2. Create a Budget: Develop a detailed budget that outlines your expected income and expenses.  3. Cash Flow Management: Monitor your cash flow consistently.  4. Emergency Fund: Build an emergency fund to cover unexpected costs or disruptions in cash flow.  5. Financial Statements: Regularly generate and analyze financial statements. 6. Tax Planning: Stay informed about tax regulations relevant to your business.  7. Investment Strategy: Develop an investment strategy that aligns with your business goals and risk tolerance. 8. Debt Management: If you have loans\, manage them wisely.  9. Insurance Coverage: Assess your business’s insurance needs and maintain appropriate coverage. 10. Regular Review: Schedule regular financial reviews to track progress toward your goals.  11. Professional Guidance: Consider seeking advice from financial professionals.  Remember\, these guidelines are a starting point\, and adapting them to your specific business needs is key. Regularly revisit and refine your financial plan as your business evolves. 								\n				\n				\n				\n									Bryan Caulkins Is An Investment Advisor Representative Offering Advisory Services Through Proxy Freedom Llc\, A Registered Investment Advisor. Securities Offered Through United Planners Financial Services\, Member Finra\,Sipc. Proxy Freedom Llc And United Planners Are Not Affiliated. Proxy Freedom\, United Planners And Its Representatives Do Not Provide Tax Or Legal Advice. Event Is For Educational Purposes Only. 								\n				\n		\n					\n				\n				\n							\n			\n			\n			\n\n			\n			\n								\n												\n								Name							\n														\n											\n								\n												\n								Email							\n														\n											\n								\n												\n								Where did you hear about us?							\n								\n			\n							\n			\n									Select One\n									Radio\n									Referral\n									LinkedIn\n									Instagram\n									Facebook\n									Twitter\n									TikTok\n									Magazine\n									Website\n									Other\n							\n		\n						\n								\n					\n						\n																						Sign Up
URL:https://dontinvestandforget.com/event/the-importance-of-estate-planning/
LOCATION:Zoom Meeting\, CA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20231025
DTEND;VALUE=DATE:20231026
DTSTAMP:20260627T055345
CREATED:20231005T133013Z
LAST-MODIFIED:20231005T160249Z
UID:13616-1698192000-1698278399@dontinvestandforget.com
SUMMARY:LIVE EVENT in SAN JOSE! Year-End Planning - The Proxy Way
DESCRIPTION:Thursday\, February 15th\, 2024				\n				\n				\n				\n									12:00pm Pacific Time 								\n				\n				\n				\n					Register Now				\n				\n				\n				\n									Register yourself and a guest now to guarantee your spot! CALL: 1-888-PLAN-WISE 								\n				\n				\n		\n				\n				\n					Venue				\n				\n				\n				\n																														\n				\n				\n				\n									3287 Mount Diablo Blvd\, Lafayette\, CA 94549 								\n				\n				\n				\n									\n\n\n\n\n\n\n\n\n\n\n\nEVENT LOCATED IN THE GEORGE WASHINGTON ROOM \n\n\n\n\n\n\n\n\n\n\n\n								\n				\n				\n				\n		\n				\n				\n																														\n				\n				\n				\n									Join Bryan Caulkins as he explore topics like smart budgeting\, effective expense management\, and the power of strategic investments. Whether you’re a seasoned business owner or just starting your entrepreneurial journey\, this month is all about providing you with the tools and knowledge to cultivate financial stability and foster the growth of your business. Let’s turn financial challenges into opportunities and pave the way for a prosperous future for your small business! 1. Set Clear Goals: Clearly define your short-term and long-term financial goals. 2. Create a Budget: Develop a detailed budget that outlines your expected income and expenses.  3. Cash Flow Management: Monitor your cash flow consistently.  4. Emergency Fund: Build an emergency fund to cover unexpected costs or disruptions in cash flow.  5. Financial Statements: Regularly generate and analyze financial statements. 6. Tax Planning: Stay informed about tax regulations relevant to your business.  7. Investment Strategy: Develop an investment strategy that aligns with your business goals and risk tolerance. 8. Debt Management: If you have loans\, manage them wisely.  9. Insurance Coverage: Assess your business’s insurance needs and maintain appropriate coverage. 10. Regular Review: Schedule regular financial reviews to track progress toward your goals.  11. Professional Guidance: Consider seeking advice from financial professionals.  Remember\, these guidelines are a starting point\, and adapting them to your specific business needs is key. Regularly revisit and refine your financial plan as your business evolves. 								\n				\n				\n				\n									Bryan Caulkins Is An Investment Advisor Representative Offering Advisory Services Through Proxy Freedom Llc\, A Registered Investment Advisor. Securities Offered Through United Planners Financial Services\, Member Finra\,Sipc. Proxy Freedom Llc And United Planners Are Not Affiliated. Proxy Freedom\, United Planners And Its Representatives Do Not Provide Tax Or Legal Advice. Event Is For Educational Purposes Only. 								\n				\n		\n					\n				\n				\n							\n			\n			\n			\n\n			\n			\n								\n												\n								Name							\n														\n											\n								\n												\n								Email							\n														\n											\n								\n												\n								Where did you hear about us?							\n								\n			\n							\n			\n									Select One\n									Radio\n									Referral\n									LinkedIn\n									Instagram\n									Facebook\n									Twitter\n									TikTok\n									Magazine\n									Website\n									Other\n							\n		\n						\n								\n					\n						\n																						Sign Up
URL:https://dontinvestandforget.com/event/year-end-planning-san-jose/
LOCATION:Maggiano’s Little Italy\, 3055 Olin Ave\, San Jose\, CA\, 95128\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230928
DTEND;VALUE=DATE:20230929
DTSTAMP:20260627T055345
CREATED:20230920T173409Z
LAST-MODIFIED:20230922T151244Z
UID:13573-1695859200-1695945599@dontinvestandforget.com
SUMMARY:LIVE EVENT in NAPA! Year-End Planning - The Proxy Way
DESCRIPTION:Thursday\, February 15th\, 2024				\n				\n				\n				\n									12:00pm Pacific Time 								\n				\n				\n				\n					Register Now				\n				\n				\n				\n									Register yourself and a guest now to guarantee your spot! CALL: 1-888-PLAN-WISE 								\n				\n				\n		\n				\n				\n					Venue				\n				\n				\n				\n																														\n				\n				\n				\n									3287 Mount Diablo Blvd\, Lafayette\, CA 94549 								\n				\n				\n				\n									\n\n\n\n\n\n\n\n\n\n\n\nEVENT LOCATED IN THE GEORGE WASHINGTON ROOM \n\n\n\n\n\n\n\n\n\n\n\n								\n				\n				\n				\n		\n				\n				\n																														\n				\n				\n				\n									Join Bryan Caulkins as he explore topics like smart budgeting\, effective expense management\, and the power of strategic investments. Whether you’re a seasoned business owner or just starting your entrepreneurial journey\, this month is all about providing you with the tools and knowledge to cultivate financial stability and foster the growth of your business. Let’s turn financial challenges into opportunities and pave the way for a prosperous future for your small business! 1. Set Clear Goals: Clearly define your short-term and long-term financial goals. 2. Create a Budget: Develop a detailed budget that outlines your expected income and expenses.  3. Cash Flow Management: Monitor your cash flow consistently.  4. Emergency Fund: Build an emergency fund to cover unexpected costs or disruptions in cash flow.  5. Financial Statements: Regularly generate and analyze financial statements. 6. Tax Planning: Stay informed about tax regulations relevant to your business.  7. Investment Strategy: Develop an investment strategy that aligns with your business goals and risk tolerance. 8. Debt Management: If you have loans\, manage them wisely.  9. Insurance Coverage: Assess your business’s insurance needs and maintain appropriate coverage. 10. Regular Review: Schedule regular financial reviews to track progress toward your goals.  11. Professional Guidance: Consider seeking advice from financial professionals.  Remember\, these guidelines are a starting point\, and adapting them to your specific business needs is key. Regularly revisit and refine your financial plan as your business evolves. 								\n				\n				\n				\n									Bryan Caulkins Is An Investment Advisor Representative Offering Advisory Services Through Proxy Freedom Llc\, A Registered Investment Advisor. Securities Offered Through United Planners Financial Services\, Member Finra\,Sipc. Proxy Freedom Llc And United Planners Are Not Affiliated. Proxy Freedom\, United Planners And Its Representatives Do Not Provide Tax Or Legal Advice. Event Is For Educational Purposes Only. 								\n				\n		\n					\n				\n				\n							\n			\n			\n			\n\n			\n			\n								\n												\n								Name							\n														\n											\n								\n												\n								Email							\n														\n											\n								\n												\n								Where did you hear about us?							\n								\n			\n							\n			\n									Select One\n									Radio\n									Referral\n									LinkedIn\n									Instagram\n									Facebook\n									Twitter\n									TikTok\n									Magazine\n									Website\n									Other\n							\n		\n						\n								\n					\n						\n																						Sign Up
URL:https://dontinvestandforget.com/event/year-end-planning/
LOCATION:JaM Cellars\, 1460 1st Street\, Napa\, CA\, 94559\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230621
DTEND;VALUE=DATE:20230622
DTSTAMP:20260627T055345
CREATED:20230612T183348Z
LAST-MODIFIED:20230612T202722Z
UID:12976-1687305600-1687391999@dontinvestandforget.com
SUMMARY:Business Planning
DESCRIPTION:Thursday\, February 15th\, 2024				\n				\n				\n				\n									12:00pm Pacific Time 								\n				\n				\n				\n					Register Now				\n				\n				\n				\n									Register yourself and a guest now to guarantee your spot! CALL: 1-888-PLAN-WISE 								\n				\n				\n		\n				\n				\n					Venue				\n				\n				\n				\n																														\n				\n				\n				\n									3287 Mount Diablo Blvd\, Lafayette\, CA 94549 								\n				\n				\n				\n									\n\n\n\n\n\n\n\n\n\n\n\nEVENT LOCATED IN THE GEORGE WASHINGTON ROOM \n\n\n\n\n\n\n\n\n\n\n\n								\n				\n				\n				\n		\n				\n				\n																														\n				\n				\n				\n									Join Bryan Caulkins as he explore topics like smart budgeting\, effective expense management\, and the power of strategic investments. Whether you’re a seasoned business owner or just starting your entrepreneurial journey\, this month is all about providing you with the tools and knowledge to cultivate financial stability and foster the growth of your business. Let’s turn financial challenges into opportunities and pave the way for a prosperous future for your small business! 1. Set Clear Goals: Clearly define your short-term and long-term financial goals. 2. Create a Budget: Develop a detailed budget that outlines your expected income and expenses.  3. Cash Flow Management: Monitor your cash flow consistently.  4. Emergency Fund: Build an emergency fund to cover unexpected costs or disruptions in cash flow.  5. Financial Statements: Regularly generate and analyze financial statements. 6. Tax Planning: Stay informed about tax regulations relevant to your business.  7. Investment Strategy: Develop an investment strategy that aligns with your business goals and risk tolerance. 8. Debt Management: If you have loans\, manage them wisely.  9. Insurance Coverage: Assess your business’s insurance needs and maintain appropriate coverage. 10. Regular Review: Schedule regular financial reviews to track progress toward your goals.  11. Professional Guidance: Consider seeking advice from financial professionals.  Remember\, these guidelines are a starting point\, and adapting them to your specific business needs is key. Regularly revisit and refine your financial plan as your business evolves. 								\n				\n				\n				\n									Bryan Caulkins Is An Investment Advisor Representative Offering Advisory Services Through Proxy Freedom Llc\, A Registered Investment Advisor. Securities Offered Through United Planners Financial Services\, Member Finra\,Sipc. Proxy Freedom Llc And United Planners Are Not Affiliated. Proxy Freedom\, United Planners And Its Representatives Do Not Provide Tax Or Legal Advice. Event Is For Educational Purposes Only. 								\n				\n		\n					\n				\n				\n							\n			\n			\n			\n\n			\n			\n								\n												\n								Name							\n														\n											\n								\n												\n								Email							\n														\n											\n								\n												\n								Where did you hear about us?							\n								\n			\n							\n			\n									Select One\n									Radio\n									Referral\n									LinkedIn\n									Instagram\n									Facebook\n									Twitter\n									TikTok\n									Magazine\n									Website\n									Other\n							\n		\n						\n								\n					\n						\n																						Sign Up
URL:https://dontinvestandforget.com/event/business-planning/
LOCATION:Zoom Meeting\, CA\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230531
DTEND;VALUE=DATE:20230601
DTSTAMP:20260627T055345
CREATED:20230503T142210Z
LAST-MODIFIED:20230503T142210Z
UID:12524-1685491200-1685577599@dontinvestandforget.com
SUMMARY:Live Seminar
DESCRIPTION:Thursday\, February 15th\, 2024				\n				\n				\n				\n									12:00pm Pacific Time 								\n				\n				\n				\n					Register Now				\n				\n				\n				\n									Register yourself and a guest now to guarantee your spot! CALL: 1-888-PLAN-WISE 								\n				\n				\n		\n				\n				\n					Venue				\n				\n				\n				\n																														\n				\n				\n				\n									3287 Mount Diablo Blvd\, Lafayette\, CA 94549 								\n				\n				\n				\n									\n\n\n\n\n\n\n\n\n\n\n\nEVENT LOCATED IN THE GEORGE WASHINGTON ROOM \n\n\n\n\n\n\n\n\n\n\n\n								\n				\n				\n				\n		\n				\n				\n																														\n				\n				\n				\n									Join Bryan Caulkins as he explore topics like smart budgeting\, effective expense management\, and the power of strategic investments. Whether you’re a seasoned business owner or just starting your entrepreneurial journey\, this month is all about providing you with the tools and knowledge to cultivate financial stability and foster the growth of your business. Let’s turn financial challenges into opportunities and pave the way for a prosperous future for your small business! 1. Set Clear Goals: Clearly define your short-term and long-term financial goals. 2. Create a Budget: Develop a detailed budget that outlines your expected income and expenses.  3. Cash Flow Management: Monitor your cash flow consistently.  4. Emergency Fund: Build an emergency fund to cover unexpected costs or disruptions in cash flow.  5. Financial Statements: Regularly generate and analyze financial statements. 6. Tax Planning: Stay informed about tax regulations relevant to your business.  7. Investment Strategy: Develop an investment strategy that aligns with your business goals and risk tolerance. 8. Debt Management: If you have loans\, manage them wisely.  9. Insurance Coverage: Assess your business’s insurance needs and maintain appropriate coverage. 10. Regular Review: Schedule regular financial reviews to track progress toward your goals.  11. Professional Guidance: Consider seeking advice from financial professionals.  Remember\, these guidelines are a starting point\, and adapting them to your specific business needs is key. Regularly revisit and refine your financial plan as your business evolves. 								\n				\n				\n				\n									Bryan Caulkins Is An Investment Advisor Representative Offering Advisory Services Through Proxy Freedom Llc\, A Registered Investment Advisor. Securities Offered Through United Planners Financial Services\, Member Finra\,Sipc. Proxy Freedom Llc And United Planners Are Not Affiliated. Proxy Freedom\, United Planners And Its Representatives Do Not Provide Tax Or Legal Advice. Event Is For Educational Purposes Only. 								\n				\n		\n					\n				\n				\n							\n			\n			\n			\n\n			\n			\n								\n												\n								Name							\n														\n											\n								\n												\n								Email							\n														\n											\n								\n												\n								Where did you hear about us?							\n								\n			\n							\n			\n									Select One\n									Radio\n									Referral\n									LinkedIn\n									Instagram\n									Facebook\n									Twitter\n									TikTok\n									Magazine\n									Website\n									Other\n							\n		\n						\n								\n					\n						\n																						Sign Up
URL:https://dontinvestandforget.com/event/special-dinner-retirees/
LOCATION:Home
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230525
DTEND;VALUE=DATE:20230526
DTSTAMP:20260627T055345
CREATED:20230429T134850Z
LAST-MODIFIED:20230429T134850Z
UID:12483-1684972800-1685059199@dontinvestandforget.com
SUMMARY:Retirement Calculator
DESCRIPTION:Thursday\, February 15th\, 2024				\n				\n				\n				\n									12:00pm Pacific Time 								\n				\n				\n				\n					Register Now				\n				\n				\n				\n									Register yourself and a guest now to guarantee your spot! CALL: 1-888-PLAN-WISE 								\n				\n				\n		\n				\n				\n					Venue				\n				\n				\n				\n																														\n				\n				\n				\n									3287 Mount Diablo Blvd\, Lafayette\, CA 94549 								\n				\n				\n				\n									\n\n\n\n\n\n\n\n\n\n\n\nEVENT LOCATED IN THE GEORGE WASHINGTON ROOM \n\n\n\n\n\n\n\n\n\n\n\n								\n				\n				\n				\n		\n				\n				\n																														\n				\n				\n				\n									Join Bryan Caulkins as he explore topics like smart budgeting\, effective expense management\, and the power of strategic investments. Whether you’re a seasoned business owner or just starting your entrepreneurial journey\, this month is all about providing you with the tools and knowledge to cultivate financial stability and foster the growth of your business. Let’s turn financial challenges into opportunities and pave the way for a prosperous future for your small business! 1. Set Clear Goals: Clearly define your short-term and long-term financial goals. 2. Create a Budget: Develop a detailed budget that outlines your expected income and expenses.  3. Cash Flow Management: Monitor your cash flow consistently.  4. Emergency Fund: Build an emergency fund to cover unexpected costs or disruptions in cash flow.  5. Financial Statements: Regularly generate and analyze financial statements. 6. Tax Planning: Stay informed about tax regulations relevant to your business.  7. Investment Strategy: Develop an investment strategy that aligns with your business goals and risk tolerance. 8. Debt Management: If you have loans\, manage them wisely.  9. Insurance Coverage: Assess your business’s insurance needs and maintain appropriate coverage. 10. Regular Review: Schedule regular financial reviews to track progress toward your goals.  11. Professional Guidance: Consider seeking advice from financial professionals.  Remember\, these guidelines are a starting point\, and adapting them to your specific business needs is key. Regularly revisit and refine your financial plan as your business evolves. 								\n				\n				\n				\n									Bryan Caulkins Is An Investment Advisor Representative Offering Advisory Services Through Proxy Freedom Llc\, A Registered Investment Advisor. Securities Offered Through United Planners Financial Services\, Member Finra\,Sipc. Proxy Freedom Llc And United Planners Are Not Affiliated. Proxy Freedom\, United Planners And Its Representatives Do Not Provide Tax Or Legal Advice. Event Is For Educational Purposes Only. 								\n				\n		\n					\n				\n				\n							\n			\n			\n			\n\n			\n			\n								\n												\n								Name							\n														\n											\n								\n												\n								Email							\n														\n											\n								\n												\n								Where did you hear about us?							\n								\n			\n							\n			\n									Select One\n									Radio\n									Referral\n									LinkedIn\n									Instagram\n									Facebook\n									Twitter\n									TikTok\n									Magazine\n									Website\n									Other\n							\n		\n						\n								\n					\n						\n																						Sign Up
URL:https://dontinvestandforget.com/event/retirement-calculator/
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230511
DTEND;VALUE=DATE:20230512
DTSTAMP:20260627T055345
CREATED:20230429T134600Z
LAST-MODIFIED:20230429T134600Z
UID:12481-1683763200-1683849599@dontinvestandforget.com
SUMMARY:Dynamic Income Planning
DESCRIPTION:Thursday\, February 15th\, 2024				\n				\n				\n				\n									12:00pm Pacific Time 								\n				\n				\n				\n					Register Now				\n				\n				\n				\n									Register yourself and a guest now to guarantee your spot! CALL: 1-888-PLAN-WISE 								\n				\n				\n		\n				\n				\n					Venue				\n				\n				\n				\n																														\n				\n				\n				\n									3287 Mount Diablo Blvd\, Lafayette\, CA 94549 								\n				\n				\n				\n									\n\n\n\n\n\n\n\n\n\n\n\nEVENT LOCATED IN THE GEORGE WASHINGTON ROOM \n\n\n\n\n\n\n\n\n\n\n\n								\n				\n				\n				\n		\n				\n				\n																														\n				\n				\n				\n									Join Bryan Caulkins as he explore topics like smart budgeting\, effective expense management\, and the power of strategic investments. Whether you’re a seasoned business owner or just starting your entrepreneurial journey\, this month is all about providing you with the tools and knowledge to cultivate financial stability and foster the growth of your business. Let’s turn financial challenges into opportunities and pave the way for a prosperous future for your small business! 1. Set Clear Goals: Clearly define your short-term and long-term financial goals. 2. Create a Budget: Develop a detailed budget that outlines your expected income and expenses.  3. Cash Flow Management: Monitor your cash flow consistently.  4. Emergency Fund: Build an emergency fund to cover unexpected costs or disruptions in cash flow.  5. Financial Statements: Regularly generate and analyze financial statements. 6. Tax Planning: Stay informed about tax regulations relevant to your business.  7. Investment Strategy: Develop an investment strategy that aligns with your business goals and risk tolerance. 8. Debt Management: If you have loans\, manage them wisely.  9. Insurance Coverage: Assess your business’s insurance needs and maintain appropriate coverage. 10. Regular Review: Schedule regular financial reviews to track progress toward your goals.  11. Professional Guidance: Consider seeking advice from financial professionals.  Remember\, these guidelines are a starting point\, and adapting them to your specific business needs is key. Regularly revisit and refine your financial plan as your business evolves. 								\n				\n				\n				\n									Bryan Caulkins Is An Investment Advisor Representative Offering Advisory Services Through Proxy Freedom Llc\, A Registered Investment Advisor. Securities Offered Through United Planners Financial Services\, Member Finra\,Sipc. Proxy Freedom Llc And United Planners Are Not Affiliated. Proxy Freedom\, United Planners And Its Representatives Do Not Provide Tax Or Legal Advice. Event Is For Educational Purposes Only. 								\n				\n		\n					\n				\n				\n							\n			\n			\n			\n\n			\n			\n								\n												\n								Name							\n														\n											\n								\n												\n								Email							\n														\n											\n								\n												\n								Where did you hear about us?							\n								\n			\n							\n			\n									Select One\n									Radio\n									Referral\n									LinkedIn\n									Instagram\n									Facebook\n									Twitter\n									TikTok\n									Magazine\n									Website\n									Other\n							\n		\n						\n								\n					\n						\n																						Sign Up
URL:https://dontinvestandforget.com/event/dynamic-income-planning/
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230427
DTEND;VALUE=DATE:20230428
DTSTAMP:20260627T055345
CREATED:20230405T161040Z
LAST-MODIFIED:20230405T161040Z
UID:12429-1682553600-1682639999@dontinvestandforget.com
SUMMARY:Helping Clients Navigate the Economy and Markets
DESCRIPTION:Thursday\, February 15th\, 2024				\n				\n				\n				\n									12:00pm Pacific Time 								\n				\n				\n				\n					Register Now				\n				\n				\n				\n									Register yourself and a guest now to guarantee your spot! CALL: 1-888-PLAN-WISE 								\n				\n				\n		\n				\n				\n					Venue				\n				\n				\n				\n																														\n				\n				\n				\n									3287 Mount Diablo Blvd\, Lafayette\, CA 94549 								\n				\n				\n				\n									\n\n\n\n\n\n\n\n\n\n\n\nEVENT LOCATED IN THE GEORGE WASHINGTON ROOM \n\n\n\n\n\n\n\n\n\n\n\n								\n				\n				\n				\n		\n				\n				\n																														\n				\n				\n				\n									Join Bryan Caulkins as he explore topics like smart budgeting\, effective expense management\, and the power of strategic investments. Whether you’re a seasoned business owner or just starting your entrepreneurial journey\, this month is all about providing you with the tools and knowledge to cultivate financial stability and foster the growth of your business. Let’s turn financial challenges into opportunities and pave the way for a prosperous future for your small business! 1. Set Clear Goals: Clearly define your short-term and long-term financial goals. 2. Create a Budget: Develop a detailed budget that outlines your expected income and expenses.  3. Cash Flow Management: Monitor your cash flow consistently.  4. Emergency Fund: Build an emergency fund to cover unexpected costs or disruptions in cash flow.  5. Financial Statements: Regularly generate and analyze financial statements. 6. Tax Planning: Stay informed about tax regulations relevant to your business.  7. Investment Strategy: Develop an investment strategy that aligns with your business goals and risk tolerance. 8. Debt Management: If you have loans\, manage them wisely.  9. Insurance Coverage: Assess your business’s insurance needs and maintain appropriate coverage. 10. Regular Review: Schedule regular financial reviews to track progress toward your goals.  11. Professional Guidance: Consider seeking advice from financial professionals.  Remember\, these guidelines are a starting point\, and adapting them to your specific business needs is key. Regularly revisit and refine your financial plan as your business evolves. 								\n				\n				\n				\n									Bryan Caulkins Is An Investment Advisor Representative Offering Advisory Services Through Proxy Freedom Llc\, A Registered Investment Advisor. Securities Offered Through United Planners Financial Services\, Member Finra\,Sipc. Proxy Freedom Llc And United Planners Are Not Affiliated. Proxy Freedom\, United Planners And Its Representatives Do Not Provide Tax Or Legal Advice. Event Is For Educational Purposes Only. 								\n				\n		\n					\n				\n				\n							\n			\n			\n			\n\n			\n			\n								\n												\n								Name							\n														\n											\n								\n												\n								Email							\n														\n											\n								\n												\n								Where did you hear about us?							\n								\n			\n							\n			\n									Select One\n									Radio\n									Referral\n									LinkedIn\n									Instagram\n									Facebook\n									Twitter\n									TikTok\n									Magazine\n									Website\n									Other\n							\n		\n						\n								\n					\n						\n																						Sign Up
URL:https://dontinvestandforget.com/event/navigate-economy-markets/
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230413
DTEND;VALUE=DATE:20230414
DTSTAMP:20260627T055345
CREATED:20230403T225554Z
LAST-MODIFIED:20230403T225554Z
UID:12415-1681344000-1681430399@dontinvestandforget.com
SUMMARY:The 4 C’s for Successful Retirement Income Strategies
DESCRIPTION:Thursday\, February 15th\, 2024				\n				\n				\n				\n									12:00pm Pacific Time 								\n				\n				\n				\n					Register Now				\n				\n				\n				\n									Register yourself and a guest now to guarantee your spot! CALL: 1-888-PLAN-WISE 								\n				\n				\n		\n				\n				\n					Venue				\n				\n				\n				\n																														\n				\n				\n				\n									3287 Mount Diablo Blvd\, Lafayette\, CA 94549 								\n				\n				\n				\n									\n\n\n\n\n\n\n\n\n\n\n\nEVENT LOCATED IN THE GEORGE WASHINGTON ROOM \n\n\n\n\n\n\n\n\n\n\n\n								\n				\n				\n				\n		\n				\n				\n																														\n				\n				\n				\n									Join Bryan Caulkins as he explore topics like smart budgeting\, effective expense management\, and the power of strategic investments. Whether you’re a seasoned business owner or just starting your entrepreneurial journey\, this month is all about providing you with the tools and knowledge to cultivate financial stability and foster the growth of your business. Let’s turn financial challenges into opportunities and pave the way for a prosperous future for your small business! 1. Set Clear Goals: Clearly define your short-term and long-term financial goals. 2. Create a Budget: Develop a detailed budget that outlines your expected income and expenses.  3. Cash Flow Management: Monitor your cash flow consistently.  4. Emergency Fund: Build an emergency fund to cover unexpected costs or disruptions in cash flow.  5. Financial Statements: Regularly generate and analyze financial statements. 6. Tax Planning: Stay informed about tax regulations relevant to your business.  7. Investment Strategy: Develop an investment strategy that aligns with your business goals and risk tolerance. 8. Debt Management: If you have loans\, manage them wisely.  9. Insurance Coverage: Assess your business’s insurance needs and maintain appropriate coverage. 10. Regular Review: Schedule regular financial reviews to track progress toward your goals.  11. Professional Guidance: Consider seeking advice from financial professionals.  Remember\, these guidelines are a starting point\, and adapting them to your specific business needs is key. Regularly revisit and refine your financial plan as your business evolves. 								\n				\n				\n				\n									Bryan Caulkins Is An Investment Advisor Representative Offering Advisory Services Through Proxy Freedom Llc\, A Registered Investment Advisor. Securities Offered Through United Planners Financial Services\, Member Finra\,Sipc. Proxy Freedom Llc And United Planners Are Not Affiliated. Proxy Freedom\, United Planners And Its Representatives Do Not Provide Tax Or Legal Advice. Event Is For Educational Purposes Only. 								\n				\n		\n					\n				\n				\n							\n			\n			\n			\n\n			\n			\n								\n												\n								Name							\n														\n											\n								\n												\n								Email							\n														\n											\n								\n												\n								Where did you hear about us?							\n								\n			\n							\n			\n									Select One\n									Radio\n									Referral\n									LinkedIn\n									Instagram\n									Facebook\n									Twitter\n									TikTok\n									Magazine\n									Website\n									Other\n							\n		\n						\n								\n					\n						\n																						Sign Up
URL:https://dontinvestandforget.com/event/4c-retirement-income-strategies/
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230330
DTEND;VALUE=DATE:20230331
DTSTAMP:20260627T055345
CREATED:20230330T033437Z
LAST-MODIFIED:20230330T033437Z
UID:12402-1680134400-1680220799@dontinvestandforget.com
SUMMARY:Live Event – Tax Alpha
DESCRIPTION:Thursday\, February 15th\, 2024				\n				\n				\n				\n									12:00pm Pacific Time 								\n				\n				\n				\n					Register Now				\n				\n				\n				\n									Register yourself and a guest now to guarantee your spot! CALL: 1-888-PLAN-WISE 								\n				\n				\n		\n				\n				\n					Venue				\n				\n				\n				\n																														\n				\n				\n				\n									3287 Mount Diablo Blvd\, Lafayette\, CA 94549 								\n				\n				\n				\n									\n\n\n\n\n\n\n\n\n\n\n\nEVENT LOCATED IN THE GEORGE WASHINGTON ROOM \n\n\n\n\n\n\n\n\n\n\n\n								\n				\n				\n				\n		\n				\n				\n																														\n				\n				\n				\n									Join Bryan Caulkins as he explore topics like smart budgeting\, effective expense management\, and the power of strategic investments. Whether you’re a seasoned business owner or just starting your entrepreneurial journey\, this month is all about providing you with the tools and knowledge to cultivate financial stability and foster the growth of your business. Let’s turn financial challenges into opportunities and pave the way for a prosperous future for your small business! 1. Set Clear Goals: Clearly define your short-term and long-term financial goals. 2. Create a Budget: Develop a detailed budget that outlines your expected income and expenses.  3. Cash Flow Management: Monitor your cash flow consistently.  4. Emergency Fund: Build an emergency fund to cover unexpected costs or disruptions in cash flow.  5. Financial Statements: Regularly generate and analyze financial statements. 6. Tax Planning: Stay informed about tax regulations relevant to your business.  7. Investment Strategy: Develop an investment strategy that aligns with your business goals and risk tolerance. 8. Debt Management: If you have loans\, manage them wisely.  9. Insurance Coverage: Assess your business’s insurance needs and maintain appropriate coverage. 10. Regular Review: Schedule regular financial reviews to track progress toward your goals.  11. Professional Guidance: Consider seeking advice from financial professionals.  Remember\, these guidelines are a starting point\, and adapting them to your specific business needs is key. Regularly revisit and refine your financial plan as your business evolves. 								\n				\n				\n				\n									Bryan Caulkins Is An Investment Advisor Representative Offering Advisory Services Through Proxy Freedom Llc\, A Registered Investment Advisor. Securities Offered Through United Planners Financial Services\, Member Finra\,Sipc. Proxy Freedom Llc And United Planners Are Not Affiliated. Proxy Freedom\, United Planners And Its Representatives Do Not Provide Tax Or Legal Advice. Event Is For Educational Purposes Only. 								\n				\n		\n					\n				\n				\n							\n			\n			\n			\n\n			\n			\n								\n												\n								Name							\n														\n											\n								\n												\n								Email							\n														\n											\n								\n												\n								Where did you hear about us?							\n								\n			\n							\n			\n									Select One\n									Radio\n									Referral\n									LinkedIn\n									Instagram\n									Facebook\n									Twitter\n									TikTok\n									Magazine\n									Website\n									Other\n							\n		\n						\n								\n					\n						\n																						Sign Up
URL:https://dontinvestandforget.com/event/live-tax-alpha/
LOCATION:CA
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230202
DTEND;VALUE=DATE:20230203
DTSTAMP:20260627T055345
CREATED:20230109T204010Z
LAST-MODIFIED:20230109T204010Z
UID:12288-1675296000-1675382399@dontinvestandforget.com
SUMMARY:A Special Event for Retirees or Those Planning to Retire in 2023
DESCRIPTION:Thursday\, February 15th\, 2024				\n				\n				\n				\n									12:00pm Pacific Time 								\n				\n				\n				\n					Register Now				\n				\n				\n				\n									Register yourself and a guest now to guarantee your spot! CALL: 1-888-PLAN-WISE 								\n				\n				\n		\n				\n				\n					Venue				\n				\n				\n				\n																														\n				\n				\n				\n									3287 Mount Diablo Blvd\, Lafayette\, CA 94549 								\n				\n				\n				\n									\n\n\n\n\n\n\n\n\n\n\n\nEVENT LOCATED IN THE GEORGE WASHINGTON ROOM \n\n\n\n\n\n\n\n\n\n\n\n								\n				\n				\n				\n		\n				\n				\n																														\n				\n				\n				\n									Join Bryan Caulkins as he explore topics like smart budgeting\, effective expense management\, and the power of strategic investments. Whether you’re a seasoned business owner or just starting your entrepreneurial journey\, this month is all about providing you with the tools and knowledge to cultivate financial stability and foster the growth of your business. Let’s turn financial challenges into opportunities and pave the way for a prosperous future for your small business! 1. Set Clear Goals: Clearly define your short-term and long-term financial goals. 2. Create a Budget: Develop a detailed budget that outlines your expected income and expenses.  3. Cash Flow Management: Monitor your cash flow consistently.  4. Emergency Fund: Build an emergency fund to cover unexpected costs or disruptions in cash flow.  5. Financial Statements: Regularly generate and analyze financial statements. 6. Tax Planning: Stay informed about tax regulations relevant to your business.  7. Investment Strategy: Develop an investment strategy that aligns with your business goals and risk tolerance. 8. Debt Management: If you have loans\, manage them wisely.  9. Insurance Coverage: Assess your business’s insurance needs and maintain appropriate coverage. 10. Regular Review: Schedule regular financial reviews to track progress toward your goals.  11. Professional Guidance: Consider seeking advice from financial professionals.  Remember\, these guidelines are a starting point\, and adapting them to your specific business needs is key. Regularly revisit and refine your financial plan as your business evolves. 								\n				\n				\n				\n									Bryan Caulkins Is An Investment Advisor Representative Offering Advisory Services Through Proxy Freedom Llc\, A Registered Investment Advisor. Securities Offered Through United Planners Financial Services\, Member Finra\,Sipc. Proxy Freedom Llc And United Planners Are Not Affiliated. Proxy Freedom\, United Planners And Its Representatives Do Not Provide Tax Or Legal Advice. Event Is For Educational Purposes Only. 								\n				\n		\n					\n				\n				\n							\n			\n			\n			\n\n			\n			\n								\n												\n								Name							\n														\n											\n								\n												\n								Email							\n														\n											\n								\n												\n								Where did you hear about us?							\n								\n			\n							\n			\n									Select One\n									Radio\n									Referral\n									LinkedIn\n									Instagram\n									Facebook\n									Twitter\n									TikTok\n									Magazine\n									Website\n									Other\n							\n		\n						\n								\n					\n						\n																						Sign Up
URL:https://dontinvestandforget.com/event/planning-to-retire-in-2023/
LOCATION:CA
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