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DTSTART;VALUE=DATE:20230330
DTEND;VALUE=DATE:20230331
DTSTAMP:20260627T074751
CREATED:20230330T033437Z
LAST-MODIFIED:20230330T033437Z
UID:12402-1680134400-1680220799@dontinvestandforget.com
SUMMARY:Live Event – Tax Alpha
DESCRIPTION:Thursday March 30\, 2023\nDoors Open at 4:30pm \n\nEvent Starts at 5:00pm \nSeating is Very Limited\nRegister yourself and a guest now to guarantee your spot! \nCALL: 1-888-PLAN-WISE \n \nJoin us and enjoy complimentary wine and cheese at\nBuon Vino\n1501 N. Broadway\, Suite 138 Walnut Creek\, CA 94596 \n \nThe 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. \nIf you’re looking for new strategies to implement or a restructure of your current portfolio\, please join us for this educational and fun event! \nBryan 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: \n\nConsider strategies to help manage income and stay below thresholds including 401k salary deferrals\, health savings account (HSA)\, and savings.\nCase studies illustrating retirement income using traditional withdrawals\, proportional withdrawals\, capital gains\, and business owner opportunities.\nA comprehensive planning structure using charitable strategies\, remainder trusts\, and lead trusts through a hybrid of annuity and life insurance products.\n\nPat Vitucci is a Registered Representative offering Securities and \nAdvisory Services through UNITED PLANNERS \nFINANCIAL SERVICES Member FINRA\, SIPC. \nVitucci & Associates\, Inc.\, PROXY Freedom LLC and \nmited Planners aro not affiliated
URL:https://dontinvestandforget.com/event/live-tax-alpha/
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DTSTART;VALUE=DATE:20230202
DTEND;VALUE=DATE:20230203
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CREATED:20230109T204010Z
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UID:12288-1675296000-1675382399@dontinvestandforget.com
SUMMARY:A Special Event for Retirees or Those Planning to Retire in 2023
DESCRIPTION:Thursday February 2\, 2023\n1:00 pm – 3:00 pm \nor \n7:00 pm – 9:00 pm \nSeating is Very Limited\nRegister yourself and a guest now to guarantee your spot! \nCALL: 1-888-PLAN-WISE \n \nJoin us and enjoy complimentary wine and cheese at\nBuon Vino\n1501 N. Broadway\, Suite 138 Walnut Creek\, CA 94596 \nSurviving Retirement\nBuilding a Retirement Blueprint that Works!\nJoin our local radio show host and Financial Advisor\, Pat Vitucci\, as he reveals strategies to help you create a plan designed to preserve your wealth\, reduce taxes\, get more income\, possibly reduce your risks in retirement and avoid running out of money (without unnecessary fees. This is an informational program that deals with the facts… the good\, the bad and the small print. Listen to Pat Vitucci discuss how to avoid the most common retirement mistakes so you can make sound financial decisions and build a successful roadmap to financial freedom. \n \nThis event covers strategies best suited for those who have accumulated $100\,000 or more in retirement savings and accounts and who are serous about retirement planning. \nAdult first-time attendees only. If married\, spouses are encouraged to attend. Please… no children\, agents or brokers. \nFor ages 40+. \nThis event is meant for educational purposes only. Information presented should not be considered investment advice or a recommendation to take a particular course of action. \nAlways consult with a financial professional regarding your personal situation before making any financial decisions. All investing involves risk and there is no quarantee that any investment strategy will be successful. \nPat Vitucci is a Registered Representative offering Securities and \nAdvisory Services through UNITED PLANNERS \nFINANCIAL SERVICES Member FINRA\, SIPC. \nVitucci & Associates\, Inc.\, PROXY Freedom LLC and \nmited Planners aro not affiliated
URL:https://dontinvestandforget.com/event/planning-to-retire-in-2023/
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