Anthony Dolisi and Ronald Dinehart from Equitable Advisors, LLC (formerly AXA) will be available for in-person consultations at the Brookside Board Room on Tuesday October 5, from 10-5. Please see their note below. Sign-ups available here.
Dear Bellmore Merrick Faculty and Staff,
Hope all is well, and the new school year is off to a great start too!!
On Tuesday, October 5th from 10:00 AM - 5:00 PM we’ll be visiting the district to review Equitable’s 403(b) Plan and discuss how it fits into your retirement, as well as offer any guidance on any financial planning you may need. We’ll have a table in the boardroom in the Administration building all day.
If you‘d like to review your current 403(b) or learn about enrolling in a new plan, please make sure to stop over and see us.
If you’re unable to attend next week here’s a link below to schedule a virtual one on one appointment at another time.
Have a terrific week and we look forward to seeing you next week.
Ronald Dinehart, MBA
Comments are closed.