Attention Bellmore-Merrick CHSD Faculty and Staff,
Anthony Dolisi and Ronald Dinehart from Equitable Advisors, LLC are dedicating Monday, October 5th, Tuesday, October 6th, and Wednesday, October 7th to meeting with Faculty and staff in Bellmore-Merrick CHSD. We would like to review your 403(b) plan and answer any financial planning questions you may have as well as help in enrolling anyone who needs to open a 403(b) plan. Please click the link below to schedule a phone conference on the date and time that works for you. We have attached both of our calendars. If one of the time slots are booked, feel free to book on the other calendar. Calendar Scheduling Link Anthony Dolisi Calendar Scheduling Link Ronald Dinehart We look forward to speaking with you! Ronald Dinehart, MBA Retirement Planning Specialist 1000 Woodbury Road, Suite 300, Woodbury, NY 11797 m. (516) 353.2230 | p. (516) 358.3901 www.equitable.com | ronald.dinehart@equitable.com my calendar link (schedule an appointment) Please note my new e-mail address is ronald.dinehart@equitable.com. I will no longer be receiving emails at my AXA e-mail as of September 25th 2020. The highest compliment my clients can give, is recommending me to their friends, family, & associates. INVESTMENT ADVISOR REPRESENTATIVE Retirement Planning Specialist Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. “Retirement Planning Specialist” title (Equitable Advisors, LLC) Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. Comments are closed.
|
Archives
January 2023
Categories |
||
RSS Feed