Pat Vitucci, a Bay Area Independent Financial Advisor, will be conducting special seminar/workshops in San Rafael, Tuesday May 21 at 7pm at the Embassy Suites and on Thursday, May 23 at Four Points Sheraton in Emeryville at 7pm. Co-hosting the event will be long time radio personality and estate planning attorney Len Tillem.
“We provide these financial seminars at no cost and they are open to the public at various locations throughout the Bay Area during the year,” said Vitucci. “To find out about any of our locations and dates for any of our seminars, visit our web site at http://www.dontinvestandforget.com.
The two seminars will cover asset management aimed at planning for retirement and ways to 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 on Talk910 KKSF in San Francisco and heard every Saturday morning 8-9am.
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- 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 the San Francisco Bay Area for over 15 years. He also conducts seminars with other well known media personalities such as Brian Sussman, Michael Finney, Bill Wattenburg, Gil Gross and others. 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. Len Tillem is not a representative of NPC. 69415