Financial Advisor Pat Vitucci To Conduct Financial Seminars in Concord and Oakland

Pat Vitucci, a Bay Area Independent Financial Advisor, will be conducting special financial seminars at the Hilton in Concord.

  • Share on TwitterShare on FacebookShare on Google+Share on LinkedInEmail a friend

Concord, Ca (PRWEB) July 17, 2014

Pat Vitucci, a Bay Area Independent Financial Advisor, will be conducting special financial seminars at the Hilton in Concord on Thursday, July 17 and Scott's Seafood at Jack London Square Oakland on Tuesday, July 22, both beginning at 6:30pm. Appetizers will be served in Concord and dinner in Oakland.
"This events will focus on whether or not your retirement plan is in good shape...or not so good shape," said Vitucci. "Will a 401K and other retirement savings be enough and how will cash flow be managed in retirement? Everyday people talk to me about their anxieties regarding retirement. At Vitucci & Associates, our goal is to help people have a healthy plan for 2014 and beyond."
"We provide these financial seminar workshops on a no cost, no obligation basis and they are open to the public at various locations throughout the greater Bay Area during the year, To find out about any of our locations and dates for any of our seminars or other events, visit our web site at http://www.dontinvestandforget.com."

These seminars will also cover asset management aimed at planning for retirement and ways to help 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 heard throughout the Bay Area on Saturdays, 8-9am on KKSF Talk 910 in San Francisco, KSRO 1350AM in Santa Rosa and KDOW 1220AM in Fremont. The program is also heard on every Sunday at 7am on 960AM, The Patriot and Mondays at 6PM on KDOW.

Check other helpful financial articles:

What Is A Financial Advisor?
Ten Considerations In Financial Planning For Retirement
Investment Vehicles
Retirement Planning
Estate Planning
College Savings
Tax Strategies
Insurance Planning

About Pat Vitucci
Independent financial advisor Pat Vitucci has provided financial advice for several radio and television stations in Sacramento and the San Francisco Bay Area for over 15 years. He also conducts seminars with well known media personalities. 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. 85933


Contact