About Us

Educational Forums

We offier employers and associations quality financial education programs to help empower their employees/members to enhance their personal finances.

 Why is Financial Education Important?

People nowadays are overloaded with information from different media resources.  Many are confused with all the financial products and offers available.  Instead of planning and taking action, worry and procrastination often set in.  Yet, today's volatile markets emphasize the importance for individuals to have better financial, retirement and protection programs in place.

Our educational forums can help your employees/members to demystify crucial financial concepts and issues, understand the options available and develop realistic roadmaps to help enhance their personal financial situation.

Employers/associations can potentially also benefit in many ways:

  • Provides a valuable and high-visibility service, possibly at no cost
  • Reinforces commitment to employee/member welfare
  • Helps keep morale high and increase retention
  • Encourages participation in company/group plans
  • Helps satisfy ERISA and fiduciary responsibilities

Why choose Equitable Advisors?

  •  Our seminars contain a wide variety of topics that help promote responsible money management and proactive planning for the future.  Topics Include:

Educational Funding Retirement Concerns
Financial Management

Long-Term Care Planning

Protection Planning Retirement Strategies

  • You have the opportunity to provide valuable financial education classes without spending a lot of time on implementation.  We will handle the details for you - organization, promotion and follow-up.  Each of  our seminars includes:
    • A top quality, full color educational presentation
    • Workbooks for all attendees
    • Program promotions
    • Evaluation and follow-up
  • We are committed to providing quality state-of-the-art seminars delivered by experienced financial professionals.  Our goal is to give individuals and their families the tools they need to make informed decisions for a more secure financial future.

Contact us today to learn more.

 

California Insurance License #: 0B60725

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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