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, August 11

    07:00 PM - 09:00 PM

    Santa Clara, CA 95054

    Do You Have a Social Security Benefits Strategy?

    Social securityThere are over 100 ways to file for Social Security. Many individuals are counting on Social Security as necessary part of their retirement plan. Are you? If so, you’ll want to strategize for the best potential financial outcome.

     

    Appetizers will be served. Free parking.

     

    Host: Pat Vitucci

    Special Guest: Loi Yu, Regional VP and Retirement Consultant for Allianz Life Financial Services

    Biltmore Hotel
    2151 Laurelwood Rd
    Santa Clara, CA 95054
  • Thursday, August 13

    07:00 PM - 09:00 PM

    Santa Clara, CA 95054

    Do You Have a Social Security Benefits Strategy?

    Security concept: Social Security on puzzle backgroundThere are over 100 ways to file for Social Security.  Many individuals are counting on Social Security as necessary part of their retirement plan.  Are you?  If so, you’ll want to strategize for the best potential financial outcome.

     

    Appetizers will be served.  Free parking.

     

    Host: Pat Vitucci

    Special Guest: Loi Yu, Regional VP and Retirement Consultant for Allianz Life Financial Services

    Biltmore Hotel
    2151 Laurelwood Rd.
    Santa Clara, CA 95054
  • Wednesday, August 19

    07:00 PM - 09:00 PM

    Concord, CA 94520

    Do You Have a Social Security Benefits Strategy?

    Social Security Claim Approved Stamp Shows Social Unemployment Benefit AgreedThere are over 100 ways to file for Social Security.  Many individuals are counting on Social Security as necessary part of their retirement plan.  Are you?  If so, you’ll want to strategize for the best potential financial outcome.

     

    Appetizers will be served.  Parking will be validated.

     

    Host: Pat Vitucci

    Special Guest: Loi Yu, Regional VP and Retirement Consultant for Allianz Life Financial Services

    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.