December Lunch and Learn

5 Key Risks to Financial Security in Retirement (Longevity,

Asset Allocation, Inflation, Excess Withdrawals, Health Care Costs)

with a focus on health care costs. 

Please join us for our monthly Lunch and Learn as Brad Angel with Fidelity Investments shares a presentation on being aware of the top financial risks for retirement. We would enjoy your presence at our Lunch and Learn if you have the time to attend.  Hope to see you there! 

Date: Wednesday, December 10, 2025

Time: 11:30-1:00pm

Location: Hideaway Pizza, 230 S Knoblock, 74074 

This event is co-sponsored by Brad Angel, Fidelity Investments.  

Brad Angel is solely responsible for the content of his presentation, which does not necessarily represent the opinions, recommendations, or advice of Equitable Advisors, LLC or any of its associates, employees, or affiliates.  New York Life Investment Management, LLC (New York Life Investments) is not affiliated with Equitable Advisors, LLC or any of its affiliated companies. 

Duly registered and licensed associates of Cornerstone Planning Group, LLC offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC.  Cornerstone Planning Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. AGE-6526484.1 (04/24) (exp.04/26)