In-Person Consultations with Equitable Representatives

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 May 11, from 10-5. Please see their note below. Sign-ups available here.


Dear Bellmore Merrick Faculty and Staff,


We hope this email finds you and your families well and we’d like to thank you for your continued commitment and support for everything you do.   
 
On Tuesday, May 11th from 10:00 AM - 5:00 PM we’ll be visiting the district to go over  the 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.  Additionally, if you currently have a 403(b) with a different provider and would like a complimentary review, we’d be happy to assist with this as well.  Have a terrific week and we look forward to seeing you next week.
 
Also, we’ll be serving complimentary wraps, salads, and deserts all individually wrapped for your convenience and safety!!!


Best Regards, 




Anthony Dolisi II 
Retirement Benefits Group
1000 Woodbury Rd, Suite 300, Woodbury, NY 11797
Phone: (516) 355-3344 |  
[email protected]


--