Bryce Mathie, Equitable Advisors, LLC

Our team is continuing to grow! I will be hiring a few new advisors next year and would appreciate your introductions to anyone who may be a good fit. Whether it be a career changer, or upcoming college graduate, I am looking for someone who:
-Has a strong desire to help people
-Has an entrepreneurial mindset
-Is driven to build a long term career in Financial Services

Additionally, if there is anyone you know who may be interested in an administrative assistant role, I am hiring for that position as well!

Happy 5/29 Day!

If you're wondering why May 29th is relevant, you're likely not alone. A 529 plan is an education savings vehicle named after section 529 of the Internal Revenue Code, designating them as "Qualified Tuition Programs".

529 plans are designed to help families save for future education expenses with earnings growing tax-deferred, and tax-free withdrawals when used for qualifying education expenses. Just recently, legislation passed allowing 529 plans to be converted to a Roth IRA in the future as well!

Additionally, if you've ever wondered how a 401(k), 403(b), or 457 got their names, they're all named after the section of the IRC detailing the plans. The more you know...

A few weeks ago, I attended our Leadership Conference in Salt Lake City, for the Vice Presidents in Equitable across the country.

The Head of Advice and Wealth Management, Jim Mellin, spoke about the challenges of starting a career in Financial Services. One of the challenges in becoming an advisor is the licensing process, and passing 4 different industry exams.

His key message- Don't let a short term obstacle deter you from a long term opportunity. When looking at a 35 year career, that several month study process breaks down to less than half of a percent of someone's overall career!

It's difficult to look beyond the challenges immediately ahead, and ignore your long term goals you've laid out for yourself.

At the end of our last day, our Keynote speaker, The "Iron Cowboy" shared a similar message. A few years ago he set out to run 100 Ironman Triathlons in 100 consecutive days. (Yes, you read that right.) At one point during his challenge, he was discouraged and felt that he couldn't go on any further. The piece of advice that helped him finish what he set out to do: "Just show up tomorrow and start."

We’re excited to announce that the 2025 Equitable Excellence Scholarship® is now open for applications! ⭐ If you or someone you know is a student eager to make a difference in your community, we encourage you to apply by December 18th! https://learnmore.scholarsapply.org/equitableexcellence/