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Financial Friday – Family Love Letter
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…
Find out more »Financial Friday – How Do I Pay for College?
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. Overview of the need to plan for a college education and the types of planning vehicles available, including UGMA/UTMA, Coverdell savings accounts, and 529 plans.
Find out more »Region 1 Tapas & Corned Beef Meet Up
Join your Region 1 colleagues for a meet up to say hello and for some delicious food and libations at Sangria 71 in Commack. We hope you can grab a few colleagues and come on out. Download the flyer.
Find out more »Financial Friday – Tax Time! Planning Accordingly
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. Learn some very important financial considerations and actions you may want to take as you start to prepare your taxes.
Find out more »2023 Annual Region 11 George Vito Awards Ceremony
Save the Date – additional information coming soon!
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