Description
We are privileged to continue our commitment to our Intel employees and their families by bringing you this 3-part webinar series. Our passion is to provide clarity and confidence around your preparedness for the future through our collaborative approach, exceptional guidance, and lasting relationships.
Part 2
Webinar 1 - 6/26/24 at 1:00pm: 4 Opportunities for Managing Concentrated Stock
Webinar 2 - 7/24/24 at 1:00pm: 5 Strategies to Optimize Your Retirement Resources
Webinar 3 - 8/27/24 at 1:00pm: 6 Estate Planning Pitfalls to Avoid
Click Here to Join Meeting
Space
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN).
Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance
Agency of California, LLC and in UT as Equitable Network Insurance Agency of Utah, LLC. Impact Wealth Management, Equitable Advisors
and its associates do not provide tax or legal advice and are not affiliated with the JP Morgan Asset Management. Please consult your tax and
legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or
responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this seminar is not investment or
securities advice and does not constitute an offer. Impact Wealth Management is not owned or operated by Equitable Advisors or Equitable
Network.
PPG-6303191.1 (1/24)(Exp. 1/26)
During this seminar I will be providing you with important information and education that is general in nature. While I may be asked to respond
to questions, my answers and none of the concepts that I discuss during this presentation should be construed to be individualized advice or a
“call to action.” Every individual’s circumstances are different, and I will gladly schedule a time to meet with any of you in person to have a more
in-depth discussion tailored to your situation.
Mark Munizzi is solely responsible for the content of his/her presentation, which is not in any way endorsed by, and does not necessarily
represent the opinions, recommendations, or advice of Equitable Advisors or any of its associates, employees, or affiliates. JP Morgan Asset
Management is not affiliated with or endorsed by Equitable Advisors or any of its affiliated companies.
Date and Time
Wed, Jul 24, 2024
1:00p - 2:00p PST