10 Grand Central 155 E 44th Street
12 th FL
New York City,
Financial Wellness For Your Employees
Providing financial awareness and confidence
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.
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.
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 DEBTUNDERSTANDING LIFE INSURANCE | UNDERSTANDING SOCIAL SECURITY
Edward Alferoff, CFP® Co-Founder | Partner (212) 578-3003 firstname.lastname@example.org
Sona Ramnani, RICP®Financial Planner (212) 578-8613 email@example.com
Alexander TomeiFinancial Planner (212) 578-3012 firstname.lastname@example.org
Caribel ColonFinancial Planner (646) 813-9503 email@example.com