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 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 gan 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!



Kidznotes changes lives through ever-expanding participation in youth orchestras, bands, and choirs. The program engages students, pre-K through 12th grade, in an intense, fully integrated, out-of-school musical program that includes instrumental instruction, choir, music theory, general music, orchestra, and band. Learn More

Inter-Faith Food Shuttle

Almost 272,000 people in our seven-county service area don’t know where their next meal is coming from. One in four children in North Carolina is at risk of hunger. The Food Shuttle saves 6 million pounds of healthy food from being thrown away and re-routes it to these people in need. Over 42% of what we distribute is fresh produce. Learn More

Big Brothers Big Sisters

We believe that all children should have the opportunity to succeed in life and live up to their full potential. As of 2015, there are 546,959 children living at or below the federal poverty level in North Carolina. Big Brothers Big Sisters of the Triangle was founded in 1998 and is one of the top mentoring agencies in the country, serving more than 1,000 of these children each year. Learn More

Saving Grace

Saving Grace is a non-profit, 501-C3 organization based in Wake Forest dedicated to helping homeless animals in our community find permanent, loving homes where they will be treated as family members for the rest of their lives. Officially established in 2004, Saving Grace has placed over 15,000 dogs into homes since its inception. Learn More

American Dream University

American Dream U is a non-profit dedicated to helping our military get the education and access to resources they need to successfully transition out of active duty to find their dream job or to start a business of their own. Since the beginning, American Dream U has always focused on completing the very important mission of career, business & professional development of our brothers in arms. Learn More

The Food Bank of Eastern NC

The mission of the Food Bank of Central & Eastern North Carolina is: No One Goes Hungry in Central & Eastern North Carolina. The Food Bank serves a network of more than 800 partner agencies such as soup kitchens, food pantries, shelters, and programs for children and adults through distribution centers in Durham, Greenville, New Bern, Raleigh, the Sandhills (Southern Pines) and Wilmington. Learn More

Teach For America – Eastern NC

Teach For America is a diverse network of leaders who confront educational inequity through teaching, and work with unwavering commitment from every sector of society to create a nation free from this injustice. Eastern North Carolina opened in 1990 as one of the original Teach For America sites - this rural region with deep roots in the community is making big changes for kids. Learn More

Note in the Pocket

We provide clothing to impoverished and homeless schoolchildren in Wake County with dignity and love. We believe that it is unacceptable for children to be limited in their educational and social development because they do not have appropriate clothes for school. By providing stylish, good quality clothing items that they can be proud to wear, we empower children to succeed in the academic environment. Learn More