Capital Financial Group connect Videos One survey found that 50% of current retirees had to retire earlier than they expected. Source: Employee Benefit Research Institute, 2015 These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch. The Latte Habit The Latte Habit How little things can add up over time. What Is Investment Risk? How different types of risks can adversely affect your investments Do You Know Who Your Beneficiaries Are? Valuable assets will convey directly to beneficiaries, regardless of instructions in a will. The Value of a Bond How interest rate changes influence bond prices. What Would Happen to Your Estate? Estate planning documents can help you manage your estate. What Is An Annuity? Immediate or deferred annuity: there's no right answer. California Insurance License #: 0E64585 (Powell), 0L27625 (McKenna) Charles Altizer, James Blassingham, James Denny, Matthew McKenna, & Stephen Powell has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com. 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, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. 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 web site is not investment or securities advice and does not constitute an offer. Capital Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively. Link to equitable.com Privacy Policy Site Map Back To Top Check the background of this financial professional on FINRA's BrokerCheck