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, March 30

    07:00 PM - 09:00 PM

    Palo Alto

    Minimizing Your Tax Burden

    Tax timeTax season is upon us. As you are saving and planning for retirement, there may be options available to you to help minimize your tax burden. Pat Vitucci will discuss many aspects of financial planning, including strategies that may allow you pay less to the IRS. We all have to pay taxes, but why pay more than you have to.

    HOST: Pat Vitucci, CEO & Financial Advisor, Vitucci & Associates

    Free parking.
    Refreshments will be served.

    Hilton Garden Inn
    4216 El Camino Real
    Palo Alto
  • Tuesday, April 4

    07:00 PM - 09:00 PM

    Fremont

    Minimizing Your Tax Burden

    TaxesTax season is upon us. As you are saving and planning for retirement, there may be options available to you to help minimize your tax burden. Pat Vitucci will discuss many aspects of financial planning, including strategies that may allow you pay less to the IRS. We all have to pay taxes, but why pay more than you have to.

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

    Free parking
    Refreshments will be served.

    Fremont Marriott
    46100 Landing Parkway
    Fremont
  • Tuesday, April 18

    06:59 AM - 09:00 PM

    Lafayette

    Do You Know Your Risk #?

    riskDo you think your “Risk #” is reflected in your current portfolio? How much risk you are comfortable with is a vital factor in creating a suitable financial plan to help you reach your retirement goals. Whether you’re retiring in 1 year or in 15 years could make a difference, as well. Pat will share valuable information on saving, investing and planning based on your personal risk level and your desired retirement objectives.

    HOST: Pat Vitucci, CEO & Financial Advisor, Vitucci & Associates

    Free self parking.
    Refreshments will be served.

    Lafayette Park Hotel
    3287 Mount Diablo Boulevard
    Lafayette
  • Thursday, April 20

    07:00 PM - 09:00 PM

    Cupertino

    Is Your Risk # Reflected in Your Current Financial Plan?

    Knowing how much risk you are comfortable with is a key factor in creating a financial plan appropriate for you and your goals. Your current situation, number of years to retirement, and your personality all contribute to your risk level. Pat will share valuable information on saving, investing and planning based on your personal risk level and your desired retirement objectives.

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

    Free parking
    Refreshments will be served.

    Hilton Garden In
    10741 North Wolfe Rd.
    Cupertino




  • 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.