Equitable Webinars

Working Post Retirement

Collecting income from a post-retirement job can impact your financial situation negatively if not planned for accordingly. We’ll review how working post retirement impacts your social security, taxes, and pension.

Pension Planning

Learn more about your NYS Pension including collection strategies, how to calculate your pension options, taxes, and more.

Life Insurance Awareness

This session outlines the role of life insurance, the beneficial tax treatment of its cash value and different ways to calculate the amount of life insurance one needs. We will also review various types of life insurance and optional riders.

Public Service Loan Forgiveness

Public Service Loan Forgiveness (PSLF) programs began in 2007 and have come a long way since then. The newest waiver is set to expire in October 2022. This new waiver allows more people than ever to be eligible for PSLF.

Healthcare in Retirement

Healthcare options and benefits in retirement can be confusing and challenging. Join us and our guest presenter, Susan Alldredge (Medicare consultant), to learn the specific details and how to prepare for the future. Download the 2022 Medicare Advantage Clarity Guide.