Client Events

2012 Events
 

Educational Events

Part of our role as Financial Advisor to our clients is to continually offer opportunity  to broaden your understanding of personal finance.  It is for this reason that we offer our annual educational workshop series--each event featuring a "deep dive" on particular financial issue.  These are designed by our staff to be highly interactive.  We encourage clients to attend, and to invite guests who may be interested in the subject matter.

You can find our 2012 schedule of Educational Events here.

Please RSVP if you wish to attend by emailing us: info@jvituccifinancial.com; or by calling our office.

 

Client Appreciation Events


We are currently in the process of finalizing the details on several client appreciation events for 2012.  Further details will be available soon.

  • Post-Tax Season Document Shredding Party -- May
  • Annual Client "Night at the Movies" & Mid-Year Economic Update -- July

 

 

Past Events

American Cancer Society Relay for Life El Cerrito Relay for Life
Saturday July 23, 2011

El Cerrito Vista Park, 950 Pomona Ave

We recently participated in the El Cerrito Relay for Life to raise funds for the American Cancer Society in memory of Lillian Lea, our colleague who passed away last September after a long battle with cancer.  Thank you for your support of our fundraising efforts. 

If you would still like to donate to support the cause please follow the link to our team:

Lil's League

 

 

 

 

 

Client "Night at the Movies" & Mid-Year Economic Update 
July 21, 2011 at Orinda Theater

We recently held our annual Mid-year Market Update, which was followed by a private screening of the movie "Larry Crowne".  The schedule for the event included:

  • Revisiting 8 Wealth Issues for 2011 — Jason Vitucci, CFP®
  • The Halfway Report:  Economic Themes NOW — Scott Kubie, CFA, Chief Strategist, CLS Investments
  • Screening of “Larry Crowne”— Starring Tom Hanks & Julia Roberts 

We hope those clients and guest that attended found the discussion informational and enjoyed the movie.

We also held a silent auction at the event for several items to benefit the American Cancer Society’s Relay for Life.  Our office is raised funds in memory of our colleague Lillian Lea who passed away last year.

Thank you for your support of our fundraising efforts.