LifePlan Group

We are excited to see you tomorrow for our June Educational Events!

Topic: Talking To Your Family About Finances

Attendees can discover methods to start important financial discussions with their family, understand the essential elements of estate planning, and learn how to help loved ones prepare for the future.

Mark Your Calendar for LifePlan Groups June Educational Events!

Topic: Talking To Your Family About Finances

☕ Coffee & Conversation: 9:30 AM
🍽️ Lunch & Learn: 11:30 AM
🧀 Appetizers & Advice: 2:00 PM
🍷 Wine & Wisdom: 4:30 PM

👉 Want to join? RSVP now at: lifeplangroup.com/rsvp-educational-events

Come ready with questions and enjoy food & drinks on us while you learn! We hope to see you there!

Home - LifePlan Group It may not be your retirement dream to jump out of an airplane. But, what do you want? What would make your retirement years good? Your desires and dreams are personal and unique to you. Shouldn’t your financial plan be the same?

Our June Mileage Challenge is back! Every June we host our annual Mileage Challenge to raise money for our Ambassadors Club Partnership. This year, we're supporting the Inter-Faith Food Shuttle!

The challenge is simple: For each mile that our clients run, walk, swim, or bike, we donate $1 to the Inter-Faith Food Shuttle.

Visit www.lifeplangroup.com/mileagechallenge to submit your miles or view Mileage Challenge details.

Happy Wednesday Morning from LifePlan Group! Be sure to join us for an upcoming Coffee & Conversation where coffee, breakfast, and helpful tips are our treat. We look forward to enjoying another morning with you in June!

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice for our freedom.

Our office will be closed on Monday in observance of the holiday. We hope you have a great long weekend with family and friends.

Taking money out of your 401(k) early should be a last resort if you need quick access to cash. Not only will you pay a penalty and taxes on that distribution, but you’ll also miss out on future compounding growth.

LifePlan Group President, Alex Sutherland, joined WRAL-TV to share the financial implications of dipping into your retirement savings, and offer alternative options. Watch the segment here: https://pulse.ly/hnwyt6edmf

Thank you to everyone who joined us for our Annual Client Picnic over the weekend! It was a great afternoon filled with conversation, connection, and time well spent together.

We’re grateful for the community we’ve built and always enjoy opportunities like this to step away from the day-to-day and simply connect with our clients!

Congrats to Brooks for passing the NC Life & Health Exams! In LifePlan Group fashion, we surprised Brooks with cupcakes to celebrate as a team!

As we head into May, we’re gearing up for one of our favorite traditions at LifePlan Group — our Annual Client Picnic! It’s a chance to step away from the day-to-day and spend quality time with the incredible clients and families we’re proud to serve. We look forward to this event every year, and we can’t wait to connect, celebrate, and enjoy the day together.