Mill Valley, CA (PRWEB) April 27, 2015
Pat Vitucci, a Bay Area Independent Financial Advisor, will be conducting a special financial event in Mill Valley on Tuesday, May 5 at Piatti Restaurant beginning at 6:30p. Dinner will be served at this invitation only event.
"This event will focus on whether or not your investments are positioned to give you the best tax advantages. Our special guest speaker will be Brian Carlson, CFS, Regional VP, Jackson National Life,"said Vitucci. "Brian will also share tax tactics you may not be aware of that may help you manage your 2015 tax burdens and move you closer to retirement objectives."
Vitucci & Associates provides many of these financial events at various locations throughout the greater Bay Area during the year, Many are open to the public on a no cost or obligation basis and others are by invitation only. Information about any of Vitucci & Associates financial event locations and dates can be found at http://www.dontinvestandforget.com.
The Marin County event will also cover asset management aimed at planning for retirement and during retirement and additional ways to help maximize savings on taxes. Other important subjects may include long term care, 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 Mondays at 6PM on KDOW.
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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. NPC and Jackson National Life are affiliated companies. 94973