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.

  • Wednesday, February 10

    07:00 PM - 09:00 PM

    Brentwood, CA

    Will your income stream last your lifetime?

    Pat Vitucci will discuss the idea that people are living much longer in today’s world and what problems that may create in planning for retirement. Will you have enough cash flow–enough to last a lifetime? What steps can you take now to help with that question? What mistakes can you avoid?

    HOST: PAT VITUCCI, President and CEO, Vitucci & Associates

    Free Parking
    Refreshments

    The Nines-Golf Club Brentwood
    100 Summerset Dr.
    Brentwood, CA
  • Thursday, February 11

    07:00 PM - 09:00 PM

    Palo Alto, CA 94306

    Will the investments you have now carry you through age 80 or 90 or beyond? How can you know?

    Retirement Planning Event Bay AreaMost people have some sort of a savings plan for retirement such as a company pension, 401k, social security and other investments. But will those things be enough and what can you do now to help insure that you can enjoy the lifestyle you desire when you retire?

    HOST: PAT VITUCCI, President and CEO, Vitucci & Associates

    Free Parking
    Refreshments

    Crowne Plaza Cabana
    4290 El Camino Real
    Palo Alto, CA 94306
  • Wednesday, February 17

    07:00 PM - 09:00 PM

    San Rafael 94903

    Will your income stream last as long as you do?

    retirementPat Vitucci will discuss ways to determine whether or not your income stream during retirement will be enough to last through your lifetime.  With the wild ups and downs in the markets, are you protected enough to achieve the retirement lifestyle that you envision? What are some of the mistakes people make in saving for retirement?

     

    HOST: PAT VITUCCI, President and CEO, Vitucci & Associates

    Free Parking
    Refreshments will be served

    Four Points Sheraton
    1010 Northgate Drive
    San Rafael 94903
  • Thursday, February 18

    07:00 PM - 09:00 PM

    Livermore 94550

    Are you comfortable with what you are saving for retirement? Will it be enough?

    Pat Vitucci will discuss the factors that can help you assess if your retirement plan will be adequate if you live into you 80s, 90s or beyond. Can you maintain your desired lifestyle? How nervous are you in today’s market?

    HOST: PAT VITUCCI, President and CEO, Vitucci & Associates

    Free Parking
    Refreshments Served

    Courtyard Marriott
    2929 Constitution Drive
    Livermore 94550




  • 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.