Financial Advisor Pat Vitucci To Conduct Four Seminar/ Luncheon Workshops In San Rafael and Pleasanton

Share Article

Pat Vitucci, a Bay Area Independent Financial Advisor, will be conducting four (4) special seminar/luncheon workshops in March...two in San Rafael and two in Pleasanton.

Pat Vitucci, a Bay Area Independent Financial Advisor, will be conducting four (4) special seminar/luncheon workshops in March...two in San Rafael and two in Pleasanton. The San Rafael seminar/luncheon workshops will be held on Tuesday, March 12 at 1pm and Thursday, March 14 at 1pm, both at the Embassy Suites. The Pleasanton seminar/luncheon workshops will be held on Tuesday, March 19 at 1pm and Thursday, March 21 at 1pm, both at the Pleasanton Hilton.

"We provide these financial seminars at no cost and they are open to the public at various locations throughout the Bay Area during the year,"said Vitucci. "To find out about any of our locations and dates for any of our seminars, visit our web site at http://www.dontinvestandforget.com.

These four seminars will cover asset management aimed at planning for retirement and ways to maximize savings on taxes. Other important subjects will include estate planning, long term care and life insurance, risk management and preservation of savings. Questions from the audience will also be included during the 1 1/2 hour presentation.

Pat Vitucci also hosts"YOUR FINANCIAL LIFE" , an hour long radio program on KDOW Radio, the Bay Area's all business format radio station. The program is heard Monday-Friday 10-11am at 1220 am on the dial. This program is heard throughout the Bay Area and allows listeners to call in and ask questions and give comments.

"YOUR FINANCIAL LIFE" is also heard as a recorded version on Saturdays 8-9am on talk station KKSF, Newstalk 910 in San Francisco.

Check other helpful financial articles:
What Is A Financial Advisor?
Ten Considerations In Financial Planning For Retirement

About Pat Vitucci
Independent financial advisor Pat Vitucci has provided financial advice for several radio and television stations in the San Francisco Bay Area for over 15 years. He also conducts seminars with other well known media personalities such as Len Tillem, Brian Sussman, Michael Finney, Bill Wattenburg, Jan Wahl, Gil Gross and others. Pat has also lectured at many organizations, both civic and fraternal, and at numerous corporate-sponsored events.

Pat’s mantra—“Don’t Invest And Forget”™—is not only the title of his book, but it is also the foundation of Vitucci & Associates Insurance Services. Additionally, it’s a reflection of how he manages his investments with an active asset allocation method of continually evaluating and redeploying clients’ portfolios based upon changing market conditions.

Pat Vitucci has been an active leader in the financial services industry for more than 30 years. He has served in various capacities in his corporate life, including being President of Broker Relations and President of a subsidiary of a major financial corporation. He lives in Alamo and studied at Monmouth University in New Jersey, where he earned a Bachelor of Science degree in Economics.

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. Asset allocation cannot ensure a profit or protect against a loss
69955.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Charlie Coane
Visit website