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

    Take Control of Your Retirement

    6PM - 8PM1017 Dekalb Pike, Gwynedd, PA 19436

    William Penn Inn

    Added to Reschedule Events from 3/20 and 3/21 due to Inclement Weather

  • Tue

    Take Control of Your Retirement

    6PM - 8PM1200 Buck Rd, Feasterville-Trevose, PA 19053
  • Thu

    Take Control of Your Retirement

    6PM - 8PM1200 Buck Rd, Feasterville-Trevose, PA 19053

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

Check back soon for upcoming seminars!

Register by calling the office (267) 405-6166 or use the Registration box to the 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!

Past Client Events

Ed Slott LIVE!

Estate Planning 101 Events

Holiday Client Mixer