The key to addressing your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or work toward guaranteeing your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to address financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start and I am here to help you.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.