“ Equitable has defined an ambitious strategy to achieve strong and measurable progress by 2023.

To make such strides, it is imperative that they gain access to trustworthy, professional guidance from top-notch advisers like those found at Equitable Advisors.Ĭynthia Bodison, Head of Diversity & Inclusion and Recruiting at Equitable Advisors, and Angela Martin, Head of Diversity & Inclusion and Culture at Equitable, both confirm that the financial services company has realized the evolution of its D&I approach and expansion of its racial equity mandate since Graves’ tenure with the company as well as to meet his stated objectives. African Americans must fully engage in deliberate financial planning that includes homeownership and life insurance policies used as a wealth transfer strategy to beneficiaries. In general, I found the barriers continue to be a lack of education and exclusion from conversations and information about money management strategies and financial service products. Given the current climate, what should African Americans do to get on the path to multigenerational wealth?

These events also enabled financial professionals to gain direct access to individualsĪs a financial professional, you gained greater insight into wealth creation barriers for African Americans in general. Equitable’s sponsorship of the Black Enterprise Ski Challenge and Black Enterprise Financial Empowerment Series created an opportunity for the brand to be associated with a multimedia company that reached an audience of affluent, highly educated and success-driven individuals with investable assets.

John c builder