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.

/*! 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 discuss How Smart Businesses Can Pay Less Tax. If you own or operate a business of any size (1-500 employees) or know someone who does, please join the discussion!CJ and Tanner will discuss:  - Deductions You SHOULD Know  - New Ways to Shelter Profit from Tax Insured Protection StrategyOver the years CJ, Tanner, and their team have helped Small Business Owners:- Operate with More Financial Efficiency - Their Business Planning clients go through a comprehensive, quarterly financial review to help ensure precise efficiency.- Pay Less in Taxes - Their goal is, above all else, to assist businesses in using strategies that could enable them to pay less tax.- Better Control the Use of Capital - They believe profitable businesses shouldRARELY use outside banking or capital solutions. If designed and funded properly, and insured protection strategy could help achieve this.- Protect the Sustainability of Their Strategy - Tax avoidance strategies are complex and require consistent maintenance and the collaboration of multiple expertise. They help organize everything and constantly manage the financial ecosystem.United Planners is not affiliated with Proxy Strategic or Proxy Financial.The event is for informational purposes only.