Educators

We are a group of leading professionals whose experience lies in financial planning strategies for educators, school and corporate employees, government entities and not-for-profit organizations.
 
Several of our Financial Advisors are associated with Equitable's Retirement Benefits  Group, which is the #1 provider of retirement plans for K-12 school employees.* Our group in Connecticut currently works with over 20,000 active and retired teachers and employees.  We provide retirement plans for over 180 Connecticut Public School systems, over 25 Municipalities and we are proud that our clients have accumulated more than $1.2 billion in assets.**

We have experience working with educators in all stages of life. Whether you are saving for retirement, nearing retirement or living in retirement - we can help.

Workshops Built for Educators

We are committed to providing value for our educators.

Check out our seminars tab to see upcoming workshops and on-demand videos made with you in mind.

Service Requests

Useful Links

The CT State Teachers Pension Website
CTRB Forms
Windfall Elimination Provision
Government Pension Offset
Public Service Loan Forgiveness
Teacher Loan Forgiveness
Equitable's
​Educator's Page
Equitable 403b Login
* LIMRA, Not-for-Profit Survey, Q1 2020 Results, based on 403(b) plan participants and contributions.  This applies specifically and exclusively to Equitable Financial Life Insurance Company (Equitable Financial).
**As of 12/31/21​