Financial Advisor Seminar and Events Bay AreaVitucci & 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, October 21

    06:30 PM - 08:30 PM

    Lafayette, CA 94549

    Preserving Your Wealth – By Invitation Only

    Insurance Planning Financial AdvisorsDinner & Presentation – The wealth that you have accumulated deserves impeccable treatment. How cab charitable giving factor into your plans? How can you be assured that your estate is in order?

    What are your options?

    Hosts: Pat Vitucci and David Russo, Director of Estate Planning and Gift Planning, American Cancer Society

    Postino
    3565 Mt Diablo Blvd
    Lafayette, CA 94549
  • Thursday, October 23

    06:30 PM - 08:30 PM

    Palo Alto, CA 94304

    The Changing Face Of Retirement – By Invitation Only

    Financial Advisors Bay AreaDinner & presentation. Take command of your own future by focusing on a balanced approach. Do you know where you’ll really spend your time in retirement? A solid financial plan can help you reach your retirement goals and dreams.

    Hosts: Pat Vitucci & Mitch Anthony, author of “The New Retirementality”

     

     

     

    Flemings Steak House
    180 El Camino Real
    Palo Alto, CA 94304
  • Tuesday, October 28

    07:00 PM - 09:00 PM

    Concord, CA 94520

    If You Are Diligent About Saving For Retirement….

    Financial Advisors Investment VehiclesDo you wonder if you will really reach your retirement goal? We will share some important facts and figures that may make a difference in your financial future and achieving the retirement you desire.

    Refreshments Served

     

     

    Concord Hilton
    1970 Diamond Blvd.
    Concord, CA 94520




  • 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.