Virtual Annuities Consultation Opportunity

Dear Faculty and Staff,

I hope this finds you and your families safe and well! This is Paul Southard from Equitable Advisors. First, I would like to thank you all for your commitment and dedication to your students and your communities during these very stressful times. I am here to help in any way I can.  

I’m reaching out regarding the 403(b), the 401k of the public school system. Due to the pandemic and the safety of both faculty and staff, I am not visiting the buildings like I normally do. As part of my practice, I have come up with a solution to be a virtual resource for anyone who may have questions.  Below, you will find a scheduling link to my calendar. 

If you click on the link you can select a half hour individual time slot to review your current 403(b), establish a new account, or ask any other financial questions you may have.  If you currently have a 403b with another provider and would like a complimentary review, I would love to meet with you as well.  I look forward to speaking with you soon.  Thank you again, have a terrific week and stay safe!
Best Regards,
Paul E. Southard 
631-224-7900