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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Live Event – Tax Alpha

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

A Special Event for Retirees or Those Planning to Retire in 2023

Thursday February 2, 20231:00 pm - 3:00 pmor7:00 pm - 9:00 pmSeating 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 94596Surviving RetirementBuilding a Retirement Blueprint that Works!Join 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.This 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.Adult first-time attendees only. If married, spouses are encouraged to attend. Please... no children, agents or brokers.For ages 40+.This 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.Always 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.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

Securities and Advisory Services offered through United Planners Financial Services, Member FINRA/SIPC. Proxy Freedom, LLC and United Planners are not affiliated.