Connecting, learning and growing together at LifePlan Group events.

Welcome to LifePlan Group's Event RSVP page! We are excited that you are interested in attending one of our upcoming events. Please visit the event link and you will be prompted to RSVP. If you have any questions, please don’t hesitate to reach out to Allison at

We look forward to seeing you soon!  

LifePlan Group Annual Events

Every year we host four big annual client events - our LifePlan Group Summit, The Annual Picnic, The State of the Economy and our Ambassador's Celebration.  This page will be updated to reflect our upcoming client events as they approach!

Click here for information on our upcoming State of the Economy event!

Click here for information on our Ambassador's Celebration in December!

LifePlan Group Educational Events

On the 2nd Wednesday of every month we host two educational events for our clients in the classroom in our office. Each month we address a different topic related to financial planning.  This is a great way to gain expert information on things that aren't normally addressed in our meetings and these events are heavily attended by clients. 

Our Lunch & Learn is hosted from 11:30 AM - 12:30 PM and lunch is provided, while our Wine & Wisdom is hosted from 4:30 PM - 5:30 PM with appetizers, wine and beer provided.  The same presentation is given at each session.

Click the link below to see our upcoming dates and topics and to RSVP for one of these fun events!

Click here to visit our Educational Events page!

Give & Grow: LifePlan Group's Community Outreach Initiative

Our Give & Grow Initiative is how we give back to our community monthly.  Our team heads to a different charity each month to volunteer time and connect with those in need around us.

Visit our Give & Grow page to see what upcoming community service events we have planned as well as RSVP!   

Click here to visit our Give & Grow page!

Upcoming Dinner Workshops

A few times a year we host informational dinner workshops that are a great way to learn about our firm.  Clients often bring guests to these workshops as a way to introduce someone they care about to LifePlan Group.  Once you bring a guest to one of our dinner workshops, you'll be a qualified Ambasador for the year andwill be invited to our Amabssador's Event in December.  

Click here to view our dinner workshop schedule and RSVP!