(PRWEB) March 26, 2014
Financial Advisor Pat Vitucci, Bay Area Financial Advisor & CEO of Vitucci & Associates, has been invited to make a presentation for residents of the Villages concerning current investment trends and ways of potentially improving your position in retirement. Pat offers complimentary educational seminars throughout the Bay Area and has been seen and heard on KGO, KSFO, KKSF, KRON 4 and CBS 5, to mention a few.
Mr. Vitucci will address the subject of financial planning for pre-retirees as well as those who have already retired, offering options that may beneficial to reaching and living your goals in your Golden Years. Pat has written the investment book, “Don’t Invest and Forget”, which is his personal mantra of active asset allocation and continually evaluating and redeploying client’s portfolios based upon changing market conditions, as well as his clients changing goals and needs.
Joining Pat is David Harris of the Harris Realty Team who, together with his wife Vicki, services the real estate needs of residents in the Evergreen & Silver Creek Valleys. A northern California resident since 1976, David has always believed in continuous education to be relevant in today’s changing real estate market and to better inform his clients. His approach to assisting the 55+ client has lead him (and his wife) to specializing in resort-style living, and there is no better place in Northern California than the Villages Golf and Country Club.
Mr. Harris will cover the real estate component of the big financial picture. Income property, owner occupied homes, and market fluctuation will be among the topics.
Don’t miss this event. Thursday, April 2 at noon. You will be able enjoy lunch and hear some very valuable information. Seating is limited, so sign up today to ensure your reservation. For reservations call 800-472-8300, option 1 or go to http://www.dontinvestandforget.com and click the Events & Seminars tab.
Securities and Advisory Services offered through NPC, member FINRA and S.I.P.C., a registered investment adviser. Vitucci & Associates Insurance Services, Harris Realty Team, Monopoly Real Estate and NPC are separate and unrelated companies. 82135