Employee Financial Seminars

Are your employees actively engaged in your company’s retirement plan?

If your answer is “no”, The BlackOak Group can educate you and your employees about retirement saving and planning.

Our team knows that employees who are educated about their financial future are often the most satisfied, productive and loyal. Financial security is a must have when it comes to employee benefits, but it doesn’t make a bit of difference if your employees don’t see the value or understand the different options available.

When you work with the team at The BlackOak Group, we don’t leave choosing 401(k) benefits to chance or dumb luck. We work with your employees (and new employees) and educate them on choosing the best retirement plan options to suit their short and long-term needs and lifestyle.

You invest in your workforce and we invest in you.

Overview

Retirement Services

Our Approach

Key Person Programs

Executive Benefits & Deferred Comp

Business Succession Planning

Email Us

(877) 238-4234

For purposes of the information contained on this website, “advisor” is used as a general term to describe insurance/annuity and investment sales and advisory professionals who may hold varied licensing as insurance agents, registered representatives of broker-dealers, and investment advisory representatives (IAR) of registered investment advisors, respectively. “Advisor” in this context is not intended to necessarily refer to IAR-offered financial advisory/planning services.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor with the SEC. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://www.equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. The BlackOak Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-139724 (1/21) (Exp. 1/25)