I'm interested in joining the Community at Equita Financial Network

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Application for Membership

Email *

Thank you for your interest in joining the Equita Financial Network Community. Please complete this application to be considered.

First and Last Name *

Business Name *

Website *

Are you a fee-only CERTIFIED FINANCIAL PLANNER™ *

Yes

Other:

Type of Membership *

Community Member - Includes foundational access to EFN Online Community, no-cost invitations to Inspiring Insights webinar series, special invitations to Mastermind Groups and other EFN events - $39/month, paid 6 months in advance, no refunds.

Member Firm - Includes Signature Platform, Portfolio Management, Full Community Access including Documents and Resources - $1,500/month charged in advance on a quarterly basis plus Annual Portfolio Management Fee: 20 basis point of AUM* paid quarterly

Required

*AUM is defined as any assets custodied at TD Ameritrade or Schwab and paid on a monthly basis.

Why would you like to join the Equita Financial Network? *

Submit

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