Events & Seminars

We’re committed to helping you make informed decisions about your financial future. We invite all clients, guests and visitors to attend our events.

Upcoming Seminars

  • Tue
    19
    Feb
    2019
    Thu
    21
    Feb
    2019

    Dinner Seminar at the Buck Hotel

    5:45pm-7:30pm1200 Buck Rd, Feasterville-Trevose, PA 19053
  • Tue
    26
    Feb
    2019
    Thu
    28
    Feb
    2019

    Dinner Seminar at William Penn Inn

    5:45pm-7:30pm1017 Dekalb Pike, Gwynedd, PA 19436

About Our Seminars

At Retirement Prosperity Group, we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.

Your speakers, Lisa and Daniel Barram, look at how to overcome the new set of retirement challenges you face and will guide you through an educational workbook that outlines solutions to the Top 7 risks to retirees in today's uncertain political and economic climate.

Topics to be discussed:

  • Top 7 Risks Retirees Face
  • Income Strategies in Retirement
  • Social Security updates in the new Budget Act
  • Investing in a Volatile Market without losing sleep
  • Creative, Cost-effective, Tax-Efficient ways to pay for Long-Term Care
  • Much more!

Reserve your seat, by calling 267-405-6166 or register right here!

Upcoming Continuing Education Events

  • Sat
    02
    Feb
    2019

    Trusts and Estate Planning 101 - EVENT FULL

    10:00 am580 Virginia Dr #310, Fort Washington, PA 19034

    Trusts and Estate Planning 101 
    Avoid Common Estate Planning Mistakes 
    Complimentary event hosted by Retirement Prosperity Group

    Date: Saturday, February 2nd
    ​When: 10AM (Brunch served at 9:30)
    Where: Retirement Prosperity Group

    Guests welcome. Reservations Required. 

    Presented by Estate Planning Attorney, Guy Matthews, Esquire, of Eckell Sparks Law Firm. In this one-hour presentation, Guy will answer all of your questions about Powers of Attorney, Wills, Trusts, and more! Guy will cover the documents everyone must have today as well as when you need a Trust and when you don’t need a Trust. Each attendee will be eligible for a Complimentary Estate Planning Consultation

    Please arrive at 9:30AM to enjoy a light Brunch including:

    Quiche, Fruit Salad, Yogurt, Croissants, Bagels & Cream Cheese, Coffee Cake, Granola and Coffee. (GF available upon request)

    Seating on a First Come, First Serve Basis

    To RSVP respond to this email or Call Darla / Suzanne at 267-405-6166 

  • Sat
    16
    Feb
    2019

    Medicare 101

    10:00 am580 Virginia Dr #310, Fort Washington, PA 19034

    Medicare 101 
    Finally, have all your Medicare questions answered!
    Complimentary event hosted by Retirement Prosperity Group

    Date: Saturday, February 16th
    When: 10AM (Brunch served at 9:30)
    Where: Retirement Prosperity Group

    Guests welcome. Reservations Required. 

    Presented by Medicare expert, Allen Heffler. In this one-hour presentation, Allen will answer all of your questions about Medicare and help you understand what the best decision is for your situation!

    Each attendee will be eligible for a Complimentary Medicare Consultation

    Please arrive at 9:30AM to enjoy a light Brunch including:

    Quiche, Fruit Salad, Yogurt, Croissants, Bagels & Cream Cheese, Coffee Cake, Granola and Coffee. (GF available upon request)

    Seating on a First Come, First Serve Basis

    To RSVP respond to this email or Call Darla / Suzanne at 267-405-6166 

  • Sat
    02
    Mar
    2019

    Trusts and Estate Planning 101

    10:00 am580 Virginia Dr #310, Fort Washington, PA 19034

    Trusts and Estate Planning 101 
    Avoid Common Estate Planning Mistakes 
    Complimentary event hosted by Retirement Prosperity Group

    Date: Saturday, March 2nd
    ​When: 10AM (Brunch served at 9:30)
    Where: Retirement Prosperity Group

    Guests welcome. Reservations Required. 

    Presented by Estate Planning Attorney, Guy Matthews, Esquire, of Eckell Sparks Law Firm. In this one-hour presentation, Guy will answer all of your questions about Powers of Attorney, Wills, Trusts, and more! Guy will cover the documents everyone must have today as well as when you need a Trust and when you don’t need a Trust. Each attendee will be eligible for a Complimentary Estate Planning Consultation

    Please arrive at 9:30AM to enjoy a light Brunch including:

    Quiche, Fruit Salad, Yogurt, Croissants, Bagels & Cream Cheese, Coffee Cake, Granola and Coffee. (GF available upon request)

    Seating on a First Come, First Serve Basis

    To RSVP respond to this email or Call Darla / Suzanne at 267-405-6166 

Register by calling the office (267) 405-6166

or use the Registration box at the top right 

 

About Our Continuing Education Events

If you are serious about your financial future we would like to invite you to 1-Hour Continuing Education Classes that we host in our offices. Come and enjoy a light Brunch with others and gain powerful knowledge that will help guide you through the financial landscape today!

Each class will offer a Q&A throughout the class to answer questions.

Please check back for upcoming client events!

Upcoming Client Events

About Upcoming Client Events

Special events our Retirement Prosperity Group clients get an exclusive invite to!

 

Check back soon for upcoming seminars!

Past Client Events

2018 Holiday Mixer



Mary Poppins Returns



Ed Slott LIVE!



Estate Planning 101 Events



Holiday Client Mixer