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, July 18

    07:00 PM - 08:30 PM

    San Jose

    Are you feeling risky today? ⚠️

    What's your risk numberWhen it comes to determining your risk number, it is important to have it aligned with your financial plan that best suits you. Do you think your risk number 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.

    Hyatt House
    75 Headquarters Dr.
    San Jose
  • Thursday, July 20

    07:00 PM - 08:30 PM

    Santa Rosa

    Are you feeling risky today? ⚠️

    What's your risk numberWhen it comes to determining your risk number, it is important to have it aligned with your financial plan that best suits you. Do you think your risk number 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.

    Hyatt Vineyard Creek
    170 Railroad St.
    Santa Rosa




  • 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.