A Special Event for Retirees or Those Planning to Retire in 2023

Join our local radio show host and Financial Advisor, Pat Vitucci, as he reveals strategies to help you create a plan designed to preserve your wealth, reduce taxes, get more income, possibly reduce your risks in retirement and avoid running out of money (without unnecessary fees). This is an informational program that deals with the facts... the good, the bad and the small print. Listen to Pat Vitucci discuss how to avoid the most common retirement mistakes so you can make sound financial decisions and build a successful roadmap to financial freedom.
This event covers strategies best suited for those who have accumulated $100,000 or more in retirement savings and accounts and who are serous about retirement planning.
Adult first-time attendees only. If married, spouses are encouraged to attend. Please... no children, agents or brokers.
For ages 40+.
This event is meant for educational purposes only. Information presented should not be considered investment advice or a recommendation to take a particular course of action.
Always consult with a financial professional regarding your personal situation before making any financial decisions. All investing involves risk and there is no guarantee that any investment strategy will be successful.
Pat Vitucci is a Registered Representative offering Securities and
Advisory Services through UNITED PLANNERS
FINANCIAL SERVICES Member FINRA, SIPC.
Vitucci & Associates, Inc., PROXY Freedom LLC and
United Planners are not affiliated.
Date and Time
Thursday Feb 2, 2023
1:00 PM - 3:00 PM PST
Thursday February 2, 2023
1:00 pm - 3:00 pm
or
7:00 pm - 9:00 pm
Location
1501 N. Broadway, Suite 138 Walnut Creek, CA 94596Buon Vino
Fees/Admission
All events are no cost/no obligation; however, reservations are required.
Contact Information
Court Chynces
CALL: 1-888-PLAN-WISE
Send Email