Broker Check

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. 

<span>Save the Date:</span><span>Understanding Medicare &#38; Social Security</span>

Save the Date:Understanding Medicare & Social Security

Thur. | September 21st @ 12pm | Zoom

<span>Save the Date | Q4 Market Update</span>

Save the Date | Q4 Market Update

Mon. | October 23rd @12pm | Zoom 

<span>Save the Date | Estate Planning Webinar</span>

Save the Date | Estate Planning Webinar

Tues. | November 28th @12pm | Zoom 


<span>Goldman Sachs Q3 Market Update</span>

Goldman Sachs Q3 Market Update

Tues. | July 25th @ 12pm | Zoom

<span>Retirement Planning Webinar</span>

Retirement Planning Webinar

Wed. | June 14th @12pm | Zoom 

Join us as our presenters share the most important aspects of proper retirement income planning. Topics to include:

  • Understanding your income sources in retirement
  • Navigating risks that can impact your assets pre-retirement & during retirement.
  • How longevity and/or inflation can impact purchasing power
  • The ideal approach during your income phase
<b>J.P. Morgan | Q2 2023 Market Update</b>

J.P. Morgan | Q2 2023 Market Update

Wed. | May 3rd @12PM | Zoom

Join our guest speaker, Meera Pandit, Global Market Strategist, as she shares J.P. Morgan's outlook for both domestic and global economies. 

<span><b>PROTECTED LIFETIME INCOME |&#160;</b></span><span><b>Balancing guaranteed &#38; non-guaranteed income</b></span>

PROTECTED LIFETIME INCOME | Balancing guaranteed & non-guaranteed income

Tues. | April 18th @12PM | Zoom

Join us as we discuss what to think of when planning to draw income in retirement and possible risk exposure an annuity can provide solutions for.

Topics of discussion:

  • What challenges to be aware of
  • What are you current guaranteed and non-guaranteed sources of retirement income.
  • How income streams exposed to the market can create a gap between living expenses and income in retirement.
<span><b>LONG TERM CARE |&#160;</b></span><span><b>Retirement's Biggest Blind Spot</b></span>

LONG TERM CARE | Retirement's Biggest Blind Spot

Wed. | March 8th @12PM | Zoom

Join us as we share the features and benefits of long term care planning such as:

  • How it can preserve your assets
  • How benefits work
  • What triggers a long term care event
  • Different types of LTC solutions
<br data-mce-bogus="1">

J.P. Morgan | 2023 Market Outlook

Wed. | Feb. 8th @12PM | Zoom

Join our guest speaker, Jordan Jackson, Global Market Strategist, as he shares J.P. Morgan's outlook for both domestic and global economies. 

Inflation and the Real Rate of Return

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Learn More
Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?
Learn More