San Jose, CA (PRWEB) September 21, 2014
Pat Vitucci, a Bay Area Independent Financial Advisor, will be conducting a special financial event in San Jose, Tuesday, October 7 at Il Fornaio At The Sainte Clair Hotel beginning at 6:30pm. Dinner will be served.
"This event will focus on those who have accumulated some wealth. We will discuss ways to preserve what you have and the value of charitable giving. Also included will be a discussion of gift planning by David Russo, Director of Estate & Gift Planning, American Cancer Society.
"We provide these financial seminar workshops on a no cost, no obligation basis and many 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."
The San Jose event will also cover asset management aimed at planning for retirement and during retirement and ways to help maximize savings on taxes. Other important subjects will include long term care and life insurance and risk management. 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 Mondays at 6PM on KDOW.
Check other helpful financial articles:
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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 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. NPC does not provide tax or legal advice. 88143