Description
You’re invited to a complimentary Lunch & Learn hosted by Equitable Advisors.
The 10 Documents You Should Consider For Your Estate Planning — and 5 Questions That Reveal Gaps
Professionals often accumulate multiple retirement plans, pension benefits, and institutional accounts throughout their careers. Many are surprised to learn that retirement plans, pensions, and annuities transfer by beneficiary designation and survivor elections — not by a will.
Join us for an educational session to help you coordinate your estate plan with your benefits and professional responsibilities.
What You’ll Learn:
✔ The 10 essential documents every faculty member and physician should consider creating for their estate plan
✔ The 5 key questions that uncover common planning gaps
✔ NJ-specific estate planning considerations
✔ How 403(b), 401(a), 457, and pension annuities transfer at death
✔ Why beneficiary designations and annuity elections often override estate documents
✔ Common estate planning mistakes among faculty and medical professionals
Event Details:
📅 Date: Tuesday, February 10th
⏰ Time: 12:00 PM
📍 Location: Rutgers Newark Campus – Monmouth Room (Robeson Campus Center)
🍴 Lunch: Provided
If you are unable to attend, please see the teams link below to join or dial in!
Hope to see you there…catered lunch to be provided.
Michael Berz
Equitable Advisors
212-408-9508 | Michael.Berz@equitable.com | www.MikeBerz.com
This seminar is for educational purposes only. No legal, tax, or investment advice will be provided. Please consult with your own tax or legal advisor regarding your particular circumstance.
AGE-8678708.1 (1/26)(Exp. 1/30)
Date and Time
Tue, Feb 10, 2026
12:00p - 1:00p EST