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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.

<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
<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.
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Q2 Market Update 

Wed. | May 3rd @12PM | Zoom


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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. 

Investing for Impact

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
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