Vitucci & Associates offers seminars 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 a seminar near you.

All events are no cost/no obligation; however, reservations are required.

  • Tuesday, April 21

    06:30 PM - 08:30 PM

    Cupertino, CA 95014

    Framing Your Retirement Income – By Invitation Only

    Retirement Planning Event Bay AreaYour retirement income strategy needs a framework, which can be defined by 4 important elements – the 4 C’s. Hear about the 4 C’s and how they can help you answer important questions, such as: Is your lifestyle more important than your portfolio?; Are you prepared for the transition from accumulation to income phase?

    This special presentation will truly help guide your decisions about your ideal retirement.

    HOST: PAT VITUCCI

    SPECIAL GUEST SPEAKER: LOI YU, Retirement Consultant, Regional VP, Allianz Life Financial Services, LLC

    EVENT IS FULLY BOOKED.  REGISTRATIONS WILL BE PUT ON WAITING LIST

    Alexander's Steakhouse
    10330 N. Wolfe Road
    Cupertino, CA 95014
  • Wednesday, April 22

    06:30 PM - 08:30 PM

    Walnut Creek, CA 94596

    Framing Your Retirement Income – By Invitation Only

    Retirement planning event bay areaYour retirement income strategy needs a framework, which can be defined by 4 important elements – the 4 C’s. Hear about the 4 C’s and how they can help you answer important questions, such as: Is your lifestyle more important than your portfolio?; Are you prepared for the transition from accumulation to income phase?

    This special presentation will truly help guide your decisions about your ideal retirement.

    HOST: PAT VITUCCI

    SPECIAL GUEST SPEAKER: LOI YU, Retirement Consultant, Regional VP, Allianz Life Financial Services, LLC

    EVENT IS FULLY BOOKED.  REGISTRATIONS WILL BE PUT ON WAITING LIST.

    Ruth’s Chris Steak House
    1553 Olympic Blvd.,Bldg. E
    Walnut Creek, CA 94596
  • Tuesday, April 28

    07:00 AM - 09:00 PM

    Fremont, CA 94538

    Will Your Retirement Savings Be Enough?

    Piggy bank in bird's nestAre you confident that your retirement plan is working for you? When you review your quarterly statements do you ever ask yourself…”will there really be enough?” “Am I protected?” “Can I actually achieve the retirement I envision?”

    Key Factors And Misconceptions To Avoid Outliving Your Retirement Savings.

     

    Host: Pat Vitucci

    Fremont Marriott Silicon Valley
    46100 Landing Pkwy
    Fremont, CA 94538
  • Thursday, April 30

    06:30 PM - 08:30 PM

    Burlingame, CA 94010

    Revisit Your 1040 Tax Return

    Keep More of Your Money Pie Chart Taxes Fees Costs Higher PercenNow that you have finished your 2014 tax return, are your investments positioned to give you the best tax advantage? Brian Carlson will share tax tactics you may not be aware of that may help you manage your 2015 tax burden and move you close to retirement objectives.

    Host: Pat Vitucci

    Special Guest Speaker: Brian Carlson, CFS, Regional VP, Jackson National Life

    Embassy Suites
    150 Anza Blvd
    Burlingame, CA 94010
  • Tuesday, May 5

    12:00 PM - 02:00 PM

    Alamo, CA 94507

    Client Appreciation Event – By Invitation Only

    KGO-TV and Radio consumer reporter Michael Finney ( 7 On Your Side) presents his views on great deals in the Bay Area and cautions about the many “scams” that victimize thousands. He discusses how to avoid these many scams. Michael also will give clients and guests some of his many travel tips. He is seen each day on KGO-TV, Channel 7, and hosts his radio show on Saturday afternoons.

     

    HOST: PAT VITUCCI

     

    SPECIAL GUEST SPEAKER: MICHAEL FINNEY, HOST OF “7 ON YOUR SIDE”—KGO-TV and RADIO

    Round Hill Country Club
    3169 Roundhill Rd
    Alamo, CA 94507
  • Tuesday, May 5

    06:30 PM - 08:30 PM

    Mill Valley, CA 94941

    Tax Tactics To Help You Reach Your Financial Goals – By Invitation Only

    Piggy bank in bird's nestNow that you have finished your tax return, are your investments positioned to give you the best tax advantages? Guest speaker Brian Carlson will share tax tactics that you may not be aware of that may help you manage your 2015 tax burden and move closer to your retirement objectives.

    HOST: PAT VITUCCI

    SPECIAL GUEST SPEAKER: BRIAN CARLSON, CFS, REGIONAL VP, JACKSON NATIONAL LIFE DISTRIBUTORS LLP

     

    Piatti Ristorante
    625 Redwood Hwy
    Mill Valley, CA 94941
  • Thursday, May 7

    07:00 PM - 09:00 PM

    San Mateo, CA 94402

    How Is Your Roadmap To Retirement?

    retirementAre you confident that your retirement plan is working for you? Will you have an adequate income stream?

    Will today’s political climate help you…or not?

     

    Host: Pat Vitucci

    Special Guest: KSFO Radio Host Brian Sussman

    Marriott San Mateo
    1770 South Amphlett Boulevard
    San Mateo, CA 94402




  • Securities and advisory services offered through National Planning Corporation (NPC), member FINRA, SIPC, and a Registered Investment Advisor. Pasquale Vitucci, CA Insurance Lic. # 0758212, is an Endorsed Agent of Vitucci & Associates Insurance Services CA Insurance Lic. # 0I06319. Vitucci & Associates Insurance Services and NPC are separate and unrelated companies. After attending seminar you may be contacted by a representative. Guest speakers are not NPC representatives.