The LifePlan Group Ambassador's Club is how we say thank you to those clients that have shared us with others over the course of the year! 

How to Qualify: When you introduce someone to our firm who we are able to meet with, regardless of whether they become a client, you will be a qualified Ambassador for that year! 

Who to Introduce: When thinking of who you might want to introduce to LifePlan Group, we are looking for more people like you!  Those who are within 10 years of retirement or already retired, have saved well and are looking for an ongoing advisory relationship.

How to Make an Introduction: Different people prefer different ways to be introduced to our firm. Below are the most common ways clients make an introduction!

• Introductory Dinner Workshops: Our dinner seminars offer the most in depth view of our firm and the type of planning we do. Click here to see our dinner seminar schedule and RSVP!
• Monthly Lunch & Learn: Held every second Wednesday of the month, this is a great way for your introduction to 'mingle' with other clients, hear our perspective on financial topics, and begin to get a feel for our firm. 
• Introductory Phone Call or Meeting: Your introduction might prefer to speak directly with Alex ar Rob without attending an event. Often times this is beneficial if they prefer for their first contact to be with an advisor or if they have a pressing concern.

We know each relationship is unique and we welcome finding the most comfortable way for us to meet your introduction!  If you are unsure of how to facilitate your introduction, please reach out to Allison at allison@lifeplangroup.com and she will help you figure out the best way to do so!

The Benefits of Being an Ambassador: There are two major benefits to becoming a LifePlan Group Ambassador.

• Once you become and Ambassador you will be invited to our Ambassador's Event at the end of the year.  This is our premier event of the year and is how we say "thank you" to our firm's advocates. It's a blast!
• When you make an introduction, we will donate the cost to feed 50 homeless people in the Triangle through our Annual Charitable Partnership.  This year's partnership is with A Place at the Table.  Read more about the partnership and how you can become involved here.