Our Blog
Insights & Education
Another successful Estate Planning 101 Event!
We had another great group for our in-house Estate Planning 101 Event today! After helping themselves to a light Brunch, our clients got the chance to mix and mingle and chat with others. During the class, clients were able to learn valuable information about Wills, Trusts, Inheritance Taxes, Living Wills…
READ MORERetirement Prosperity Group Attends AMBUCS Charity Wine Auction Event
We were honored to be a part of the AMBUCS Wine Tasting and Auction Charity Event yesterday on Veterans Day A little about AMBUCS National AMBUCS, Inc. is a nonprofit charitable organization with a diverse membership dedicated to creating mobility and independence for people with disabilities. AMBUCS Members put the mission…
READ MOREFounders, Lisa and Daniel Barram featured in MDRT Magazine!
During the month of October, our Founders Lisa and Daniel Barram attended an exclusive industry event hosted by Million Dollar Round Table or MDRT for short. This is an “international network of leading insurance and investment financial services professionals/advisors who serve their clients by exemplary performance and the highest standards…
READ MOREIn-house Estate Planning 101 Workshop
We had such an amazing time with all of our clients this past weekend during our in-house Estate Planning 101 Event! Clients came and got a chance to mix and mingle with other clients and enjoy some breakfast before the workshop taught by Guy F Matthews, Esquire started. Everyone got…
READ MORE
Never Miss a Post!
Sign up for notifications to stay up-to-date with our informative blog!