Featured Event
March 29, 2023
5pm PT
Estate Planning
March 29, 2023
5pm PT
Preparing for the inevitable can be a tough discussion; it's one that many people find difficult to have with loved ones. However, it's important to have a thoughtful conversation with your family as you plan for the future and discuss how you'd like your final requests honored. Join us, alongside Frank Pollaro, Senior Regional Vice President at Equitable1, as we take a deep dive into the digital booklet “Share Your Love: A Family Discussion Guide” where we'll cover important estate planning topics including:
- Communicating your wishes to family
- Identifying caretakers for loved ones
- Creating and storing important documents
- Selecting decision makers
- Setting up account access
- Efficiently transferring assets
All Events
Free Event
Understanding Credit (Mar 23)
March 23, 2023
5:30pm PT
Many want credit, but how do you get it? Join this webinar to learn all about credit. We will cover all aspects of becoming an educated credit consumer, including how lenders evaluate for credit approval, factors that impact credit qualification, how credit scoring works, and ways money management today impacts credit standing tomorrow.
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1 This webinar is hosted by Frank Pollaro at Equitable. However, neither Frank Pollaro nor Equitable is affiliated with Patelco Credit Union or CUSO Financial Services, L.P. ("CFS").
You should consider the charges, risks, expenses and investment objectives carefully before purchasing a variable annuity. For a prospectus containing this and other information, please contact your financial professional. Please read it carefully before investing or sending money.