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.

  • Thursday, September 28

    07:00 PM - 08:30 PM


    Getting Started: Retirement Planning


    Is Your Plan Geared Towards the Right Path?

    Life can throw curve balls that can knock you off track – staying involved in your retirement savings plan is important to avoid any financial setbacks. We invite you to attend our FREE live event September 28th in Sunnyvale at the Sheraton hotel. Everyone attending will receive a complimentary RETIREMENT SAVINGS GUIDEBOOK.

    Join Pat Vitucci – Founder & CEO, Speaker, Author & Radio Host at Vitucci and Associates, and Ethan Bearman – Author, Radio/TV personality, for an informational evening.


    Sheraton Sunnyvale Hotel
    1100 N Mathilda Ave

  • Securities and advisory services offered through National Planning Corporation (United Planners), 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 United Planners are separate and unrelated companies. After attending seminar you may be contacted by a representative. Guest speakers are not United Planners representatives.