FY25 A.I. Financial Planning Best Practices

Only available as part of a package

This session is designed to help School Business Administrators and other certified employees better understand the steps for planning for retirement. We'll take a deep dive into all of your retirement income options. We also will be discussing new legislative updates to be aware of.

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Michael Linehan, CRES

Senior Regional Vice President

Equitable

For the past 20 years, Mike has helped many public schools in providing his expertise in designing their 403(b) and 457(b) voluntary plans to be in compliance and to maximize their benefits. Through his collaboration, you will benefit from his dedicated comprehensive approach in providing your employees with a retirement benefit that meets your needs with a personal touch. Lastly, the Equitable solution offers personalized guidance around enrollment, education and investing to build a program that works for your employees. Mike is FINRA licensed and holds a Certified Retirement Education Specialist (CRES) certification through NTSA.

Luke Majors

Regional Vice President

Equitable

Allei Holway

Financial Advisor

Equitable

This content will not be available until 05/14/2025 at 2:00 PM (EDT)