Here at Retirement Prosperity Group and Prosperity Advisers, LLC 2018 has gotten off to a great start!
Although the market has been up and down the clients and families that we serve have complete plans that keep their investments on track and allow them to live life despite market fluctuations.
Education is the foundation of our firm and how we approach all elements of planning, we have always helped our clients, their friends, and family members to continue to learn about all aspects of their finances, taxes, estate preservation, and legacy planning.
This year we opened up our Continuing Education Classes to the public and welcome anyone who is serious about their future to join us for knowledge filled classes! At these classes, we dive into a deeper level of education and Question and Answer periods than we are able to do in a dinner setting.
Our first set of classes this year included Retirement Income Strategies where we learned various ways to generate income during Retirement, followed by Annuities 101 that introduced the various types of Annuities and which could be more beneficial in certain situations as well as things no one tells us. Our most popular class so far has been New Long-Term Care Solutions which offered information on new options that can help secure funding for all types of care – tax free.
Founders, Lisa and Daniel Barram led these classes with updated information and many people stayed behind to ask questions one-on-one.
Attendees enjoyed a light brunch of fresh fruit salad, yogurts, croissants, bagels, coffee cakes, quiche, and granola, along with refreshments and learned the information they needed to make good decisions for their future! Everyone had the opportunity to hear questions answered in our Q&A session as well.
We look forward to hosting more Continuing Education Classes in our Prosperity Learning Center and invite anyone who would like to join us!
Our Upcoming events are listed on our Events Page where you can register or call to reserve your seat today!
Guests Welcome – Reservations Required. Seating Limited to the First 30 Responders.