LifePlan Group

07/08/2026

LifePlan Group President and Advisor, Alex Sutherland, sat down with WRAL-TV last month to share financial tips for the second half of 2026.

When budgets are tight, some people tend to focus on the present and forget about their long-term future. While that’s an understandable feeling, Alex encourages people to be proactive with their finances in order to achieve financial independence.

Watch the segment here: https://www.lifeplangroup.com/media

07/04/2026

Wishing you a Happy 4th of July from all of us at LifePlan Group! We hope you have a fun and safe holiday!

06/26/2026

Every summer, our firm takes a week-long break to allow our team to recharge. This year, our office will be closed from Monday, June 29th to Friday, July 3rd. Have a fantastic week and a wonderful 4th of July weekend!

06/24/2026

Don't forget to tune in today from 12:00-1:00 PM for the LifePlan Family Webinar: Smart Financial Foundations for the Next Generation!

06/21/2026

There are 10 days left to log your miles for the LifePlan Group Annual Mileage Challenge! As part of our annual charitable partnership, LifePlan Group clients can support the Inter-Faith Food Shuttle by logging their miles here:

Each year we host a mileage challenge to raise money for our annual charitable partner, who in 2026, is the Inter-Faith Food Shuttle. The challenge is simple: For each mile that you run, walk, swim, or bike in June, we will donate $1 to the Inter-Faith Food Shuttle!  The funds we raise through ou...

06/19/2026

Happy Juneteenth from all of us at LifePlan Group!

06/18/2026

Join us for the LifePlan Family Webinar on Wednesday, June 24th, from 12:00 PM to 1:00 PM! This session is for the adult children and family members of our clients to gain insight from our team.

Topic: Smart Financial Foundations for the Next Generation

- Building your financial future: smart saving & investing
- The best strategies for tackling debt
- Saving for major life purchases
- Retirement account essentials
- How much to save for retirement
- Q&A

Share the registration link so they can watch live or receive a copy of the recording afterward:
https://www.lifeplangroup.com/rsvp-lifeplan-groups-lifeplan-family-webinar

06/09/2026

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.

06/05/2026

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!

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?