Description
You're Invited!
Please join me for an extra special lunch featuring Sydney Rosa, Regional Vice President of Equitable Distributors, LLC for a conversation around Considerations for a Successful Retirement.
When it comes to investing for retirement, most people have three main objectives:
- Participation
- Protection
- Preservation
We will cover concerns around common financial stressors and some best practices and strategies to prepare you for when the day comes to retire.
There will be a Q&A session following the presentation.
Date: Friday, October 10, 2025
Time: 1:00pm - 3:00pm
Location: Fleming's Steakhouse in El Segundo, 2301 Rosecrans Ave #1125, El Segundo, CA 90245
RSVP By Monday, October 6
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. This seminar is for informational purposes only. Equitable Advisors and its associates do not provide tax or legal advice. AGE-8390960.1c(09/25) (Exp.09/29)
Date and Time
Fri, Oct 10, 2025
1:00p - 3:00p PST
Location
Fleming's Steakhouse
Note
Validated Parking for 2 hours. The parking is behind Fleming's. Closer to Paul Martin's. Please RSVP by Mon Oct 6, 2025 Sydney Rosa is registered with Equitable Distributors, LLC which is an affiliate of Equitable Advisors, LLC.