Retirement Scope ESeminar

Retirement Resource Center

Tools and information to support your personal retirement strategy.

The Roadmap To Retirement is a short, five-minute presentation on steps you'll need to take to reach your ideal retirement.

If you're familiar with Equitable's Retirement Planning Process, simply click on the Retirement Questionnaire or Client Checklist links to the left to begin building a sound retirement strategy.

We also invite you to visit the Other Learning Tools link for a collection of articles, calculators and other resources we think you'll find useful in helping plan for your retirement goals.

At Equitable Advisors, we take your privacy seriously. Equitable Advisors is committed to keeping all information we have about you confidential and secure. To see how we protect your privacy, click here.

Roadmap To Retirement

Securities and investment advisory services offered through AXA Advisors, LLC (Member FINRA, SIPC). Annuity and insurance products offered through Equitable Network, LLC which does business in CA as Equitable Network Insurance Agency of California, LLC and does business in UTas Equitable Network Insurance Agency of Utah, LLC.. Equitable Advisors, Equitable Network and Equitable Life Insurance Company (Equitable) (NY, NY) are affiliated companies and do not provide tax or legal advice.

© 2015 Equitable Life Insurance Company. All rights reserved.

1290 Avenue of the Americas, New York, NY 10104, (212) 314-4600

GE-107257 (9/15)(Exp 9/17)

California Insurance License #: 0H30647 (Fines)

Arkansas Insurance License #: 7644804 (Fines)/8793447 (Hayes)

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation's required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Community Financial Group is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

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