RPG Continuing Education: Estate Planning 101 Class

By Lisa Barram | October 13, 2018 |

It was standing room only today at our Estate Planning 101 class taught by Guy F. Mattews, Esquire of Eckell Sparks Law Firm We had the opportunity to learn about Wills, Trusts, Probate, Powers of Attorney and more! Our attendees had so many great questions to ask that helped everyone learn more about each piece…

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Retirement Prosperity Group hosts Holiday Client Mixer

By Lisa Barram | November 24, 2017 |

We had such a great time this past week at our Holiday Client Mixer! So many clients came out and got to meet each other while enjoying great food and music! Our Estate Planning Attorney, Healthcare Agency and CPA were all in attendance chatting with clients about any questions or issues they wanted to discuss. As…

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What is a Transfer on Death Designation?

By Lisa Barram | November 17, 2017 |

Over the last few months, an increasing number of clients have been asking about transfer-on-death (TOD) designations and how it fits into their estate plan. TOD designations are quite common in the financial industry. They operate very similarly to a beneficiary designation on life insurance or a retirement account. After the TOD designation is completed and…

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