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.
Thursday April 8th @ 12pm
Join our guest speaker, Dan Suzuki, Deputy CIO or Richard Bernstein Advisors, for a review of :
Tuesday, April 20th @ 12pm
It's never too early to plan for retirement but there is a point it can be too late.Join us for a discussion on:-Envisioning your retirement now-Potential risks-Strategies to consider-How to build and execute your vision
Tuesday, March 16th @ 12pm
So much has changed over the last four years in the tax landscape. Join us for a review of:-The Tax Cuts & Job Act-Tax Planning Strategies-The importance of tax-efficient investing.
Tuesday, March 9th @ 5pm
Join us for an educational webinar on ESG investing. Our guest speaker, Tom Scarrone, Model Specialist, will discuss:-What is ESG?-Identifying Risks-Capturing Opportunities-Why sustainability is the new standard for -investing
Immediate vs. Deferred Annuities
Split Annuity Strategy