Tuesday, May 9
07:00 PM - 08:30 PM
San MateoDo You Know Your Risk #?
Do 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 & Brian Sussman
Free self parking.
Refreshments will be served.Hilton Garden Inn2000 Bridgepointe CirSan Mateo
Tuesday, May 16
07:00 PM - 08:30 PM
San RafaelIs 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
Refreshments will be served.Four Points by Sheraton1010 Northgate DrSan Rafael
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.
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.