Brought to you by - 

TJ Parker of The Financial Depot &

Michelle Fritsch, PharmD, BCGP of Propel Comprehensive Wellness

 

www.thefinancialdepot.com

www.propelyourwellness.com

 

Insure your retirement and Ensure you stay mentally sharp in that retirement,
Part 2

August 19, 2025 at 4:30-5pm EDT

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•Please be advised that this presentation is not intended as legal or tax advice.  Accordingly, any tax information provided is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer.  The tax information was written to support the promotion or marketing of the transaction(s) or matter(s) addressed and your clients should seek advice based on their own particular circumstance from an independent tax advisor.
•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, which 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.  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 presentation is not investment or securities advice and does not constitute an offer.

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