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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…
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Retirement 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…
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Retirement Doesn’t Have to be an All-or-Nothing Proposition
The majority of childhood is composed of leisure time, the main chunk of adulthood combines work and play, and then the expectation is to return to play mode during retirement. The issue with that traditional cycle is some people fine enjoyment in working. There is a growing trend to retire…
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Investing for the Long Term
What does the phrase “long term” mean to you? For children, long term can mean waiting for Christmas or summer vacation that feels like a million years away. For young adults, long term may reference how long it takes to pay off student loans. As we get older, we begin…
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The William Penn Inn October 24th
Have you heard about the new Tax Changes that are occurring for 2018? We talked a little about this at our Dinner Seminar last night at The William Penn Inn! Retirement and your Investment Strategies are important to review with updated industry information. Come to one of our Free Dinner…
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The Bay Pony Inn October 12th
Everyone last night at our Dinner Seminar was ready to learn about Retirement and how to plan for their future! We had a lot of great questions asked and answered! Join us at our next FREE Dinner Seminar! Click HERE for details!
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Welcome Our New Estate Planning Attorney!
We are excited to announce that we have an addition to the Retirement Prosperity Group family! Welcome, Guy F. Matthews, Esquire as our new Estate Planning Attorney: At Retirement Prosperity Group we believe that all of your professionals, including your Financial Advisor, Attorney, and Accountant, should be working together…
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RPG featured in Philly.com: Fretting over North Korea and your portfolio? Don't, say local money managers
Are North Korea’s threats keeping you up at night, making you fret about your portfolio? Should you be raising cash? No, and don’t worry — we’ve survived worse before, say local money managers and investment advisers. “Investors should never react to short-term events like terrorism or wars,” said Dan Roccato,…
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