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

    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

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




  • 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.