Events
Seminar: Maximizing Tax Deductions Through Customized Retirement Plans
Attention CPA's and EA's! Please join us for our upcoming seminar - Maximizing Tax Deductions through Customized Retirement Plans.
We are happy to welcome John Hancock & Pension Services (offering CE credit) exploring the topic of tax credits and how to take advantage of deductions available through 401k's, Profit Sharing, Cash Balance Plans and more! We'll be answering some of your most pressing questions. RSVP today to save your seat.
Thursday, May 21, 2026
5:00pm-6:50pm
Capital Grille - Millenia Mall
We look forward to seeing you there!
Upcoming Events!
Check Back for Upcoming Events we are planning!
*Webinars
*Market Updates
*Workshops
*Client Appreciation Events
*And more!
Central Florida State of the Branch
Once a year the Central Florida Branch of Equitable Advisors meets for a day of learning and collaboration, and a night of celebration and fun, at the State of the Branch. Hosted this year at the beautiful Hyatt Regency, we enjoyed a packed day of incredible speakers, meaningful collaboration, and a wonderful dinner reception celebrating all the firm has accomplished this year. What a night!
Appreciation Event at Orlando City Soccer!
Team and client bonding at Orlando City soccer last summer! Building strong connections both in the office - and on the field! Amazing energy, and even better company!
We can't wait to see you at our next event!