Events

Dear [Recipient Name],

You’re invited to a complimentary Lunch & Learn hosted by Equitable Advisors, designed exclusively for faculty and medical professionals.

Estate Planning for Faculty & Physicians

The 10 Documents You Should Consider For Your Estate Planning — and 5 Questions That Reveal Gaps

Faculty and physicians often accumulate multiple retirement plans, pension benefits, and institutional accounts throughout their careers. Many are surprised to learn that retirement plans, pensions, and annuities transfer by beneficiary designation and survivor elections — not by a will.

Join us for an educational session to help you coordinate your estate plan with your benefits and professional responsibilities.



Event Details:
📅 Date: Tuesday, February 10^th
⏰ Time: 12:00 PM
📍 Location: In-Person
🍴 Lunch: Provided

Please RSVP by: [Insert RSVP link or email]

We look forward to seeing you!

Scott D. Pollack, CAP

Pollack Financial Group,llc

This seminar is for educational purposes only. No legal, tax, or investment advice will be provided.  Please consult with your own tax or legal advisor regarding your particular circumstance.

AGE-8678708.1 (1/26)(Exp. 1/30)