A Lunch & Learn Webinar Series

Grab your lunch and join us once a month at noon for Financial Fridays with Equitable Advisors. These short, 30-minute online sessions are meant to offer tips and ideas for securing your personal financial success.

Preparing for the inevitable is a tough discussion. It’s one that many people find difficult to have, especially with those closest to them. Learn how to initiate an open, thoughtful dialogue with your family as you plan for the future and how to honor any final requests. Topics covered: where to find important documents and key contacts; who should care for loved ones and minors; and who you want to handle decision-making if you become incapacitated.