Plan Smart for Your Future
In partnership with Pittsburgh Magazine, this free virtual event will help prepare you for some of life’s most important decisions. Three local professionals, Tim Buggy, CFP®, Victor Kopen, Senior Advisor Consultant, and Ashley Sharek, Esquire, have joined together to provide you with some helpful tips for preparing your retirement strategy and developing a plan to secure your nest egg. You will have an opportunity to ask questions, provide feedback, and receive helpful tools making you feel more confident and empowered to face the future.
Tuesday, September 27
Tim Buggy, CFP®
Victor Kopen, Senior Advisor Consultant
Plan Smart for Your Future RSVP
Victor Kopen and Ashley Sharek are solely responsible for the content of his/her presentation, which is not in any way endorsed by, and does not necessarily represent the opinions, recommendations, or advice of Equitable Advisors or any of its associates, employees, or affiliates. Sharek Law Office, LLC and Franklin Templeton are not affiliated with or endorsed by Equitable Advisors or any of its affiliated companies.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC. AGE- 4836161.1(7/22)(Exp.7/24)