Broker Check

Events

Our series of financial education webinars is designed to empower you with the knowledge and tools necessary to make informed financial decisions for you and your family.

What to Expect:

  • Interactive Workshops: Engaging sessions led by our experienced financial advisors.
  • Comprehensive Topics: Covering budgeting, investing, retirement planning, and more.
  • Practical Insights: Real-world applications and strategies you can implement immediately.
  • Q&A Sessions: Opportunities to ask questions and get personalized advice in real time.

We believe that financial education is a vital step towards achieving your personal and professional goals. Whether you're just starting out or looking to enhance your financial acumen, this series is for you.

 


Outside speakers and presenters appearing at our seminars are solely responsible for the content of their presentations and may not necessarily represent the opinions of Equitable Advisors, LLC and its affiliates. Neither Equitable Advisors, LLC nor any of its representatives are in the business of giving tax or legal advice. Attendees should consult with their own professional advisors to determine the appropriateness of any course of action.

Upcoming Events

June 17, 2026

12:00p - 12:45p

Zoom

Webinar: Healthy, Wealthy, and Wise - June 17

Learn from experts as they offer practical actions to improve your physical and financial fitness.

June 18, 2026

4:00p - 4:45p

Zoom

Webinar: Healthy, Wealthy, and Wise - June 18

Learn from experts as they offer practical actions to improve your physical and financial fitness.

July 8, 2026

12:00p - 12:45p

Zoom

Webinar: How to Identify Scams and Fraud - July 8

Join us for an eye-opening webinar on scam and fraud prevention, where experts will share practical tips to help you recognize threats and protect yourself and your finances.

July 9, 2026

4:00p - 4:45p

Zoom

Webinar: How to Identify Scams and Fraud - July 9

Join us for an eye-opening webinar on scam and fraud prevention, where experts will share practical tips to help you recognize threats and protect yourself and your finances.

July 14, 2026

12:00p - 12:30p

Zoom

Quarterly Market Update with Jackson National's Senior Portfolio Specialist, James McCartin

Join our life financial market update for expert insights on the latest economic trends, market movements, and what they could mean for investors in months ahead.

Past Events

May 7, 2026

4:00p - 4:45p

Zoom

Webinar: Understanding Social Security & Medicare

Gain a better understanding about Social Security & Medicare and how they play a part in your retirement income plan

May 6, 2026

12:00p - 12:45p

Zoom

Webinar: Understanding Social Security & Medicare

Gain a better understanding about Social Security & Medicare and how they play a part in your retirement income plan

April 16, 2026

4:00p - 4:45p

Zoom

Webinar: Addressing Long Term Care

This session gives you practical steps to plan for long term care so you protect your family and your finances.

April 15, 2026

12:00p - 12:45p

Zoom

Webinar: Addressing Long Term Care

This session gives you practical steps to plan for long term care so you protect your family and your finances.

April 13, 2026

12:00p - 12:30p

Zoom

Quarterly Market Update with Fidelity Investments, Anu Gaggar

What's next for the markets? Get the trends and strategies you need to start the year strong.

March 19, 2026

4:00p - 4:45p

Zoom

Webinar: What the New Tax Bill Means for You

Learn how the New Tax Bill changes your income, retirement, and estate planning

March 18, 2026

12:00p - 12:45p

Zoom

Webinar: What the New Tax Bill Means for You

Learn how the New Tax Bill changes your income, retirement, and estate planning

February 19, 2026

4:00p - 4:45p

Zoom

Webinar: Securing Your Family's Future - Wills, Estate, Probate & Beneficiaries

Estate planning doesn't have to be overwhelming—spend 45 minutes with us and learn easy ways to talk with your family about wills, probate, and key decisions.

February 18, 2026

12:00p - 12:45p

Zoom

Webinar: Securing Your Family's Future - Wills, Estate, Probate & Beneficiaries

Estate planning doesn't have to be overwhelming—spend 45 minutes with us and learn easy ways to talk with your family about wills, probate, and key decisions.

Event Registration

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