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.
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
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
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
My Retirement Savings