Dear [Recipient Name],

You’re invited to a complimentary lunch & Learn hosted by Pollack Financial/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.

What You’ll Learn:
✔ The 10 essential documents every faculty member and physician should consider creating for their estate plan
✔ The 5 key questions that uncover common planning gaps
✔ NJ-specific estate planning considerations
✔ How 403(b), 401(a), 457, and pension annuities transfer at death
✔ Why beneficiary designations and annuity elections often override estate documents
✔ Common estate planning mistakes among faculty and medical professionals   

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

Please RSVP by February 3rd to Emily Legard emily.legare@equitable.com

We look forward to seeing you!

Scott D. Pollack CAP

Pollack Financial Group

917-846-812

212-408-2037

www.pollackfinancialgroup.com