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, January 24

    07:00 PM - 09:00 PM

    San Jose

    A New Year…A New President…Your Financial Roadmap

    Sussman Flag InaugWill a new president in office have an impact on your financial plan?

    What about your retirement goals?

    Will you stay on course with your retirement goals?

    Pat Vitucci will discuss potential challenges, possible advantages and investing strategies in 2017.

    Special guest BRIAN SUSSMAN, KSFO Morning Show Host, will chime in with his thoughts on the new administration.

    HOST: Pat Vitucci, CEO & Financial Advisor, Vitucci & Associates and Brian Sussman, Morning Show Host – KSRO

    Free parking.
    Refreshments will be served.

    Hyatt House
    75 Headquarters Dr.
    San Jose
  • Thursday, January 26

    07:00 PM - 09:00 PM

    Walnut Creek

    Meeting the Challenges of Retirement Planning in Emotional Times

    Senior Couple Enjoying Beach HolidayWhat do you envision for your retirement years?

    Making decisions about retirement planning can be challenging at any time. When faced with life altering events emotions may obscure clarity.

    Pat Vitucci will discuss methods for having financial independence in retirement, achieving your retirement goals…and issues to consider in emotional times.

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


    Parking will be validated.
    Self-parking under hotel & Vodafone
    Refreshments will be served.

    Embassy Suites
    1345 Treat Blvd.
    Walnut Creek

  • 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.