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.

  • Thursday, October 2

    07:00 PM - 09:00 PM

    Fairfield, CA 94533

    Financial & Estate Planning – Your Retirement & Your Legacy

    Financial Advisors Investment VehiclesAre you taking advantage of the financial markets when they reach all time highs? Are your retirement goals on track? And is your estate plan up to date?

    Hosts: Pat Vitucci and Len (the loyah) Tillem, Estate Planning Attorney

    Refreshments served

     

    Hilton Garden Inn
    2200 Gateway Court
    Fairfield, CA 94533
  • Tuesday, October 7

    06:30 PM - 08:30 PM

    San Jose, CA 95223

    Preserving Your Wealth – By Invitation Only

    Financial Advisors Services Bay AreaDinner & presentation. The wealth that you have accumulated deserves impeccable treatment. How can 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 & Gift Planning, American Cancer Society

     

    Il Fornaio at The Sainte Claire Hotel
    302 South Market Street
    San Jose, CA 95223




  • 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.