10 Grand Central 155 E 44th Street
12 th FL
New York City,
Upcoming Educational Webinars
Make financial decisions with confidence!
One of our values here at Vital Planning Group is Financial Wellness. We feel a sense of responsibility to share our knowledge with the community so we can provide financial security to as many households across the nation as possible. Making educated and confident financial decisions will ensure you manage your money well, attain your goals, live the lifestyle and balance you dream of and leave a footprint for your loved ones financial future.
Check here for upcoming webinars throughout the year including market updates.
How To Transfer Your Assets
Tues. | August 16th @12PM | Zoom
Join our master class as we clarify the proper ways to transfer your assets during your lifetime and post death.The topics include:
Estate Planning Demystified
Wed. | Sep. 7th @12PM | Zoom
Join our speakers as they share the fundamentals of Estate Planning.
J.P. Morgan | Q3 Guide To The Markets
Wed. | July 26th @12PM | Zoom
Join our guest speaker, Jordan Jackson, Vice President, Global Market Strategist, for a review of:
Wed. | June 8th @12PM | Zoom
Don't understand exactly what an annuity is or how it works? You are not alone! Join us for an educational webinar on understanding the types, features, benefits and fees of annuities. We will share how it fit's into an individuals diversification of assets and how it can protect retirement income.
Understanding Medicare and Social Security Wed. | May 11th @12PM | Zoom
Join us for a two part educational webinar about Medicare and Social Security. Topics of discussion:MedicareWhat are the different parts? How do Supplement and Advantage Plans Compare? When to enroll to avoid penalties? What should I consider before enrolling?Social SecurityFunding and spending. Filing as a young couple and older couple. Filing for divorcees, surviving spouses and single claimant. Pulling it all together as it relates to your retirement income.
J.P. Morgan | Q2 Guide To The Markets
Thurs. | April 28th @12PM | Zoom
-Equity earnings, valuations and performance across sectors
-Drivers of long-term economic growth
-Fixed income, inflation and market dynamics
-Global market performance and indicators
Top IRA Mistakes To Avoid
Thursday, March 17th @12pm | Zoom
Join our speakers, Edward Alferoff, CFP®, RICP® and Craig LoConte, CIMA on discussion about the most common IRA mistakes to avoid as it relates to beneficiaries, inherited IRA's and rollovers to name a few.
Savvy Women Smart Investors
Tuesday, March 8th @12pm | Zoom
Join our guest speakers, Sona Ramnani and Caribel Colon on celebrating Women's International Day with a financial wellness webinar geared toward discussing the best ways for women to navigate their finances.
J.P. Morgan | 2022 Market Outlook
Tuesday, Jan. 25th @11:30 a.m. | Zoom
Join our guest speaker, Jack Manley, Vice President, Global Market Strategist, for a review of: