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To help you provide employees with the objective financial and retirement education, VPG offers a comprehensive turnkey solution that connects  the benefits you offer your employees’ overall financial strategies resulting in increased benefit  utilization and overall loyalty. These workshops are provided at no cost to you or your employees.  We offer a number of specific programs giving you the option to use one, some, or all as best suits your organization.


RETIREMENT WORKSHOP SERIES:


Designed to take a holistic educational approach to the issues surrounding retirement and help your employees take more control over planning for their later years. This is a deep dive done over a four week period but can be condensed at your request. 



TOPICAL WORKSHOPS:

We offer a menu of one-hour workshops that cover relevant topics of interest to employees of varying ages. 


JOB TRANSITION SOLUTIONS

When an employee leaves your company, they have important benefit decisions to make. Through our transition planning program, we can help them understand their group life insurance plan options, including converting their group coverage to individual term and/or permanent insurance. 

With this benefit employees also have access to our Financial Planners for a no-fee discovery meeting to determine if they would benefit from additional product solutions or a Fee-Based Financial Plan.



EXAMPLE WORKSHOP TOPICS


ASSET ALLOCATION | COMMON MONEY MISTAKES |  CREATING A BUDGET
 INVESTMENT BASICS |  PLANNING FOR COLLEGE | PLANNING FOR RETIREMENT | PROTECTING YOUR INCOME | RETIREMENT READINESS| RETIREMENT RISKS | SOURCES OF RETIREMENT INCOME | TAKING CONTROL OF DEBT
UNDERSTANDING LIFE INSURANCE | UNDERSTANDING SOCIAL SECURITY

YOUR PRESENTERS 




Burak Alpaslan, CFP®, AIF®
  Co-Founder | Partner
 (212) 578-3009
 burak@vitalplanning.com
About Me >




Edward Alferoff, CFP®
 Co-Founder | Partner
 (212) 578-3003
 edward@vitalplanning.com

About Me >



 

Sona Ramnani, RICP®
Financial Planner
(212) 578-8613
sona@vitalplanning.com

About Me>



Alexander Tomei
Financial Planner 
 (212) 578-3012
 alex@vitalplanning.com

About Me >



Caribel Colon
Financial Planner
(646) 813-9503
caribel@vitalplanning.com


About Me>
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