San Ramon, Ca (PRWEB) September 21, 2015
Pat Vitucci, a Bay Area Independent Financial Advisor, will be conducting a special financial event about "Tax Tactics" on Wednesday, September 23 in San Ramon at the San Ramon Marriott and Tuesday, October 6 in Concord at the Concord Hilton.
Both events will begin at 7pm and appetizers will be served.
The event is at no cost and open to the public.
An invitation is available by calling 1 800 472 8303 or by visiting http://www.dontinvestandforget.com.
Special guest speaker will be Brian Carlson, CFS, Jackson National Life Distributors LLC, Regional Vice President.
The presentation, "Tax Tactics To Help Reach Your Retirement Goals" will cover how effectively navigating taxes could make the difference in living your desired lifestyle--or not.“
"Brian Carlson is well versed in the area of tax strategies to help determine if your investments are positioned to give you a favorable tax advantage", said Vitucci. "Tax strategies is one of the many areas we consider when we work with clients to build a financial plan."
Questions from the audience are encouraged during the presentation.
Pat Vitucci hosts "YOUR FINANCIAL LIFE" , an hour long radio program heard throughout Northern California on KGO Sundays 10-11am. It is also heard 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 Monday at 6PM on KDOW.
Helpful articles found on the company website – http://www.dontinvestandforget.com – under “investor education”, include:
What Is A Financial Advisor?
Ten Considerations In Financial Planning For Retirement
Three Dangers For Boomers
Investment Risk Level
Pay Off Mortgage?
Social Security Considerations
About Pat Vitucci
Independent financial advisor Pat Vitucci has provided financial advice on several radio and television stations in Sacramento and the San Francisco Bay Area for over 15 years. He has also conducts seminars with well known media personalities. Additionally, Pat utilizes his relationship with other highly respected figures in the financial / investment / retirement planning industries to bring added value education to his seminars. 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. It’s a reflection of how the company manages 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. Brian Carlson is not an NPC representative.