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.

  • Thursday, March 19

    07:00 PM - 09:00 PM

    Pleasanton, CA 94588

    Road Map To Retirement Income

    Cash Flow SignAs you head towards retirement…is your income stream going to be enough? Enough that you can count on? Will you be financially OK with enough income stream to carry you through your lifetime? How will politics affect our economy?

    HOSTS: PAT VITUCCI AND KSFO MORNING SHOW HOST BRIAN SUSSMAN

    Appetizers Served

    Doubletree By Hilton
    7050 Johnson Drive
    Pleasanton, CA 94588
  • Wednesday, March 25

    06:30 PM - 08:30 PM

    Palo Alto, CA 94304

    Financial repression: government actions that impact our finances – By invitation only

    Kiplinger's_Personal_FinanceIn her role as a U.S. investment strategist for Allianz Global Investors, Kristina Hooper suggests that the 2015 market could be a rocky road. She will offer suggestions on how investors might deal with that.

    HOSTS: PAT VITUCCI AND KRISTINA HOOPER

    Dinner Served

    Flemings Steak House
    180 El Camino Real
    Palo Alto, CA 94304
  • Thursday, March 26

    07:00 PM - 09:00 PM

    Santa Rosa, CA 95401

    Will your income stream be enough when you retire? How to plan now

    Retirement Income Bay Area Financial AdvisorThere are numerous threats to your income stream in retirement. Pat Vitucci discusses some of these financial hazards and offers strategies and how to overcome them.

    HOST: PAT VITUCCI

    Appetizers Served

    Hyatt Vineyard Creek
    170 Railroad St.
    Santa Rosa, CA 95401




  • 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.