Broker Check

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.


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Tax Changes 

Planning for 2023 and Beyond

Wed. | Dec. 14th @12PM | Zoom

Join our guest speaker, Robert Gambardella, CPA, for a review of the Inflation Reduction Act of 2022 and planning for 2023. Our speaker, will review the following changes:

Tax Changes in the Inflation Reduction Act of 2022
-15% Minimum Corporate Book Tax
-Renewable Energy Credits
-Increased Funding for the IRS
-Affordable Care Act (ACA) subsidy extension:
-Excise Tax on Stock Buy Backs

Previous Webinars

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Retire Smart

How to accumulate, grow and distribute retirement assets

Tues. | Nov. 15th @12PM | Zoom

Join us for a discussion on how to properly approach your retirement planning. We will discuss:

-Envisioning your retirement
-Accumulation strategies
-Risks that can impact your retirement plan
-Sources of retirement income
-Costs, taxes and expenses that will impact your
retirement income

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American Funds | Guide To Recessions 

Mon. | Oct. 24th @12PM | Zoom

Join our guest speaker, Stephen May, CIMA, for a perspective on factors to understand and consider during a potential recession.

How have equities moved during past contractions?

How close is the next recession?

What can investors do to prepare?


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Estate Planning Demystified

Wed. | Sep. 7th @12PM | Zoom

Join our speakers as they share the fundamentals of Estate Planning. 

  • What is Estate Planning
  • Estate Planning terminology defined
  • Tax Implications – What you need to know and 2022 changes
  • Fundamental Planning Strategies
  • Gift Tax – What you need to know.
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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:

  • Reduce the challenges of probate
  • Smoothly ensure your heirs receive wealth transfer
  • Understand proper beneficiary designations for retirement accounts, life  insurance and other assets
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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:

  • Equity earnings, valuations and performance across sectors
  • Drivers of long-term economic growth
  • Fixed income, inflation and market dynamics
  • Global market performance and indicators
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Annuities Demystified

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.

  

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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:

Medicare
What are the different parts? How do Supplement and Advantage Plans Compare? When to enroll to avoid penalties? What should I consider before enrolling?

Social Security
Funding 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.

  

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J.P. Morgan | Q2 Guide To The Markets

Thurs. | April 28th @12PM | Zoom

Join our guest speaker, Jordan Jackson, Vice President, Global Market Strategist, for a review of:

-Equity earnings, valuations and performance across sectors

-Drivers of long-term economic growth

-Fixed income, inflation and market dynamics

-Global market performance and indicators


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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.

  

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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. 


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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:

-Equity earnings, valuations and performance across sectors

-Drivers of long-term economic growth

-Fixed income, inflation and market dynamics

-Global market performance and indicators


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