Equitable Advisors Mid America Branch Kicks Off Strong First Quarter with Speaker Series and Team Celebrations

Company: Equitable Advisors

Collage of photos showing office speaker series, group team celebrations, and staff posing in Equitable Advisors offices.

Programming example

The first quarter of the year in the Mid America Branch was action packed! We kicked off the year with our all branch meeting and learned from some great business partners and top advisors! We then went into our monthly speaker series where we had a chance to hear from some amazing leaders and advisors! Special thanks to our speakers, Jason Dummert, CFP®, CLU®, NQPC®, Michael Leonakis, and Jason Harris, CPFA®, NQPC®, CEPA®!We also celebrated Black History Month with a special lunch, our awards banquet, and had some fun for the March Madness college basketball season! Special thanks to our office coordinators, Tamika Shanea' Robinson-Carter and Julia Weems for making those celebrations happen and to Mallorey Schanz and April Waltonen M.Ed. for their hard work on the awards banquet! We strive to build a positive culture in our organization each day to create an environment where people can grow and thrive! Can’t wait to see what this next quarter brings! hashtag#Ohio hashtag#Indiana

Communities

  • Black

Observances

  • Black History Month

Formats

  • Lunch & Learns
  • Internal Event
  • Speaker Presentation

Goals

  • Connect

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