Tax and Asset Location Strategy 

Please join us for our monthly Lunch and Learn as Mark Brooks with Equitable Distributors shares a presentation on building your asset and tax location strategy. We would enjoy your presence at our event if you have the time to attend.  Hope to see you there!

Date: January 28, 2026

Time: 11:30-1:00pm

Location: Hideaway Pizza, 230 S Knoblock, 74074 

Presented by Mark Brooks, Equitable Distributors, LLC. 

Equitable Distributors, LLC, Equitable Advisors, LLC, and Equitable Network, LLC are affiliated companies and do not provide tax, accounting, or legal advice or services. 

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-8677650.1 (12/25) (exp.03/26)