You’re Invited to Participate in Equitable Advisors’ Indiana Case Study Series & Competition!

Interested in experiencing the real-life work of a Financial Professional?  Want to learn how to put a financial plan together for real clients?  Then join us for our Case Study Series & Competition!

We will go through real life scenarios in the first two sessions, showing you the full planning process for actual clients (names changed for privacy & security)!

Then, you’ll have the opportunity to partner up with another student to compete on our Case Study Competition!  We’ll provide the scenario, and you’ll provide the planning recommendations!

Participants will receive:

• A super fun experience
• A great addition to your resume
• A variety of Equitable Advisors nifty gifties 😊

The Winning Partners for the Case Study Competition will receive:

• Automatic Offer for Financial Professional career opportunity at Indiana office (subject to all hiring pre-requisites including and not limited to background check; authorization to work; obtaining necessary State and FINRA licenses)
• Licensing and study material expenses paid for (includes study materials for Life, Accident, and Health Insurance License; Securities Industry Essentials exam; Series 7; and Series 66 and 1^st exam attempt for each))

Inter-Collegiate – students of all area colleges and universities invited to participate!

Hosted in-person at Butler University, Dugan Hall, 625 Butler Way, Indianapolis, IN 46208, Room 346

Dates

Case Study Session 1: Monday, September 30 at 6:30 pm

Case Study Session 2: Monday, October 28 at 6:30 pm

Case Study Competition: Monday, November 18 at 6:30 pm

Pizza and Light Refreshments Provided

Register by Monday, September 23, 2024 (send an email to Eleonora.Anastasia@equitable.com with “Case Study Series” in the subject:

Name:

Email:

Phone:

University:

Anticipated Year of Graduation:

Major:

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

www.equitable.com

www.eleonoraanastasia.com

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) are Equal Opportunity Employers M/F/D/V. AGE- 6974430.1(9/24)(Exp.9/26)