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, and legal professionals for more than 20 years, leading hundreds of client seminars, continuing education courses, and breakout sessions at regional and national conferences.Having a solid retirement income plan that works no matter what  the market is doing is critical to clients. That means dynamic income planning—having the right type and combination of assets in place to ensure reliable income when clients retire.This seminar will help clients understand:The importance of having a proper mix of different types of assets and the role they play in an income planKey factors to keep in mind when they retireWhat income to utilize based on market performanceHow a variable annuity can be a key component of an income planPat Vitucci is an Investment Advisor Representative offering Securities and Advisory Services through United Planners Financial Services, Member FINRA/SIPC. United Planners is not affiliated with Proxy Freedom or Delaware Life Company. The event is for informational purposes only.

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 clients by educating how retirement income and other asset protection strategies are utilized in the marketplace.We will be having an interactive session by using three-step retirement income review to ensure you have what is needed when you want to retire. The interactive session will include the following:Plan for four key factors when investing; think L.I.V.E your wayIdentity your "M.U.S.T.-haves"Determine income needed for retirementPat Vitucci is an Investment Advisor Representative offering Securities and Advisory Services through United Planners Financial Services, Member FINRA/SIPC. United Planners is not affiliated with Proxy Freedom or Delaware Life Company. The event is for informational purposes only.

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), Michael S. Hatfield (Real Estate Professional) and Court Chynces MBA, CAIA®, CRPC® as they discuss ...How to navigate today's economic reality and create a comprehensive retirement and Estate Planning Strategy that works!Pat Vitucci and Court Chynces are Registered Representatives offering Securities and Advisory Services through United Planners Financial Services, Member FINRA, SIPC.Vitucci & Associates, Inc., PROXY Freedom LLC, M. Franklin Parrish, Michael S. Hatfield and United Planners are not affiliated. This event is for educational purposes only and not intended as advice for any particular individual.