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. 

Q2 Market Update

Q2 Market Update

Thursday April 8th @ 12pm

Join our guest speaker, Dan Suzuki, Deputy CIO or Richard Bernstein Advisors, for a review of : 

  • Current Market Trends
  • Long Term Outlook
  • Investment Strategies for long time horizons 
Retirement Income Planning

Retirement Income Planning

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



Navigating Today's  Tax Environment 2021

Navigating Today's  Tax Environment 2021

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.

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.
Learn More
<p>Split Annuity Strategy</p>

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
Learn More