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, May 10

    07:00 PM - 09:00 PM

    Santa Rosa, CA 95401

    Will your income stream last as long as you do?

    Focus on and take control of your 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 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? And what are some possible solutions?
    HOST: PAT VITUCCI, CEO & Financial Advisor, Vitucci & Associates

     

    Free Parking  

    Refreshments will be served

    Hyatt Vineyard Creek
    170 Railroad St.
    Santa Rosa, CA 95401
  • Tuesday, May 17

    07:00 PM - 09:00 PM

    Redwood City 94065

    Saving for retirement. Do you think you’ll have enough?

    Retirement savingsRealistically you could live 30 or more years after you retire. Are you confident you are on track to maintain your desired lifestyle? How nervous are you in today’s market? Pat Vitucci will discuss investing in a volatile market and creating a plan designed to help you achieve financial independence in retirement.

    HOST: PAT VITUCCI, CEO & Financial Advisor, Vitucci & Associates

    Parking will be validated
    Refreshments will be served

    Sofitel Hotel
    223 Twin Dolphin Dr.
    Redwood City 94065
  • Wednesday, May 18

    07:00 PM - 09:00 PM

    San Jose, CA 95110

    Will your income stream last as long as you do?

    Retirement and moneyPat Vitucci will discuss ways to determine whether or not your income stream during retirement will be enough to last through your lifetime. With the 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? And what are some possible solutions?

    HOST: PAT VITUCCI, CEO & Financial Advisor, Vitucci & Associates

    Parking will be validated
    Refreshments will be served

    DoubleTree by Hilton
    2050 Gateway Place
    San Jose, CA 95110
  • Thursday, May 19

    07:00 PM - 09:00 PM

    Fairfield, CA 94534

    Planning for Financial Independence in Retirement

    Business People Employee Retirement Vision Aspiration Career ConYou are saving for retirement. Are you on track to have financial independence in your retirement years? The lifestyle you want in retirement is a key component in making financial decisions. Pat Vitucci will discuss practical approaches to developing a financial plan that works to help achieve your goals.

    HOST: PAT VITUCCI, CEO & Financial Advisor, Vitucci & Associates

    Free Parking
    Refreshments will be served

    Courtyard by Marriott
    1350 Holiday Ln
    Fairfield, CA 94534




  • 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.