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February 2022
Free

Financial Friday – Proper Planning for Social Security Benefits

February 4 @ 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. The Social Security system is one of the most important, and often misunderstood, retirement systems out there. Making the right decision is critical to your retirement planning. This seminar provides helpful information about Social Security. Download the flyer.

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March 2022
Free

Financial Friday – Life Insurance Planning

March 4 @ 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. Nobody really enjoys talking about life insurance, but we all know that our families need to be protected in the unfortunate event of us passing away prematurely. In this session, we will make life insurance planning as painless as…

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April 2022
Free

Financial Friday – Investments and the Markets

April 1 @ 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. How do we maximize returns without being overly aggressive? What are the key financial challenges in turbulent markets, and how should you navigate your financial matters during uncertain times? This presentation features four segments: putting market volatility and risk…

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May 2022
Free

Financial Friday – Estate Planning and the Family Love Letter

May 6 @ 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. This presentation covers how a properly created estate plan can help protect a family’s financial well-being, preserve property, reduce estate taxes and expenses, as well as help avoid family conflict. Included is a basic overview of the Family Love…

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June 2022
Free

Financial Friday – Planning for the Early Career Administrator

June 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. You are early in your administrative career, and while you know that you can’t retire tomorrow, you know that you need to really do some planning in order to make whatever retirement date you select a reality. Even though…

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