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February 2023
Free

Financial Friday – Family Love Letter

February 3 @ 12:00 pm - 12:30 pm
Online

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…

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March 2023
Free

Financial Friday – How Do I Pay for College?

March 3 @ 12:00 pm - 12:30 pm
online

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.

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April 2023
Free

Financial Friday – Tax Time! Planning Accordingly

April 7 @ 12:00 pm - 12:30 pm
Online

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.

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May 2023
Free

Financial Friday – Summer Planning Checklist

May 5 @ 12:00 pm - 12:30 pm
Online

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. With summer upon us, it is a good time to review your financial strategy and make impactful financial changes for the new school year. Learn about what to prepare and how to go about making effective changes.

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