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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. 

Upcoming Webinars

2021 Market Outlook | American Funds

2021 Market Outlook | American Funds

Wednesday, Jan.13th @ 5pm

Join us for a timely webinar on Capital Group's 2021 Market Outlook. Our guest speaker, Stephen May, CIMA®, will share:
-Macro perspectives
-Equity opportunities
-fixed income opportunities
-Portfolio opportunities

Predictable Income | Annuities 101

Predictable Income | Annuities 101

Wednesday, Feb. 3rd @ 5pm

Learn more about predictable income options through annuities. We will cover the:

-Fundamental features of annuities
-Phase (Accumulation and Distribution)
-Payments periods
-Other considerations

ESG Investing | BlackRock

ESG Investing | BlackRock

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

<p>Immediate vs. Deferred Annuities</p>

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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<p>My Retirement Savings</p>

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.
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