May 17, 2025—STFM partner Equitable Advisors will host a financial wellness webinar, “Strategies for Pushing Past Your First $1 Million”, on Monday, July 21, 2025, at 1 pm EDT/12 pm CDT. STFM encourages all members to attend for expert advice on financial wellness.
The webinar will tackle:
- Strategies to build a resilient portfolio to achieve wealth
- Setting smart goals and building a system to measure progress
Questions to address during the session are:
- Does your current savings and investment strategy make sense given your income and spending?
- Does your portfolio strategy include asset preservation?
- Does your strategy make sense given your age and priorities?
More About Webinar Host Stephen Dunbar III, JD
The host for this webinar is Stephen Dunbar III, JD, executive vice president at Equitable Advisors. He has almost three decades of business experience in the legal, real estate, private equity, investment banking and financial services industries, which has resulted in a wealth of knowledge and insight.
Stephen Dunbar has built a thriving financial services practice where he serves as a role model, leading new financial professionals to increased efficiency, effectiveness, and profitability. He also acts as a change agent for the organization, creating a culture of diversity, inclusion, and equity. He empowers others to make informed financial decisions, and take charge of their future to accomplish dreams, goals, and aspirations.
Find more financial wellness resources from Equitable Advisors on the STFM website.