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.
Thursday Feb 2, 2023
1:00 PM - 3:00 PM PST
1:00 pm - 3:00 pm
or
7:00 pm - 9:00 pm
1501 N. Broadway, Suite 138 Walnut Creek, CA 94596Buon Vino
All events are no cost/no obligation; however, reservations are required.
Court Chynces
CALL: 1-888-PLAN-WISE
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