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