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Retirement Provider Visit Wednesday, April 27, 10:30-1:00

April 27, 2022 @ 10:30 am - 1:00 pm

Location:  Staff lounge above office 

Hi Staff,

 

Daniel and Lisa DeRosa with Equitable Advisors are visiting to answer questions and help staff with their retirement/ financial planning. Key topics include:

 

  • Enrolling/ managing your 403b and other retirement accounts
  • Maximizing your CalPERS pension, Social Security, and retirement medical
  • Student Loan Forgiveness

 

You can take a couple minutes to meet with them or schedule a later date to meet 1-1. If you are not able to see them Wednesday, you can also contact them directly. Here is Daniel’s information:

 

Click here to schedule a meeting!

 

One way to refer a friend, family member, or colleague is to CC me in an email introduction. I can take lead from there.

 

Daniel DeRosa, CRES

Financial Consultant

 

Phone: 530.306.7641  |  Fax: 916.294.4401

193 Blue Ravine Road Suite 110, Folsom, CA 95630

[email protected]

Connect with me on LinkedIn

 

 

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.  Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice.  Representatives 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.  Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state.   

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

CA Insurance Lic. #2127440

Details

Date:
April 27, 2022
Time:
10:30 am - 1:00 pm

Organizer

[email protected]
Email:
mailto:[email protected]