Blog

June 3, 2019

Benefit Equity, Inc. 5th Annual Golf Classic Raises $5,500 for the Elderly In Southern California

SANTA ANA, California - May 17, 2019

Local retirement administration firm, Benefit Equity, Inc., recently raised $5,500 for Orange County’s Council on Aging with its 5th Annual Golf Classic. The event took place on May 17, 2019 at the Tustin Ranch Golf Club.

Participants included 96 golfers of which included 43 local financial advisors and wealth managers. Everyone enjoyed a sunny afternoon of golf, networking, and the opportunity to support the elderly in Orange County. The event also included an opportunity drawing where 100 percent of the proceeds went to the Council on Aging Southern California.

Benefit Equity, Inc. would like to thank our very generous sponsors below for helping make this successful event possible:

Nationwide Retirement Sales – Platinum Sponsor
John Hancock Retirement Services – Gold Sponsor
Transamerica Retirement Solutions – Gold Sponsor
T. Rowe Price Investments – Gold Sponsor
PCS – Gold Sponsor
Heartland Payroll – Gold Sponsor
Safeguard – Gold Sponsor

Congratulations to the first place team, Heartland Payroll (Steve Evans, Brandon DeCapite, Geoff Abbott & Joe Cavallo), Palmer Knutson for winning “Longest Drive contest and Donny Miller for winning the “Putting Contest.”

“We are very grateful for the amazing support and friendship of many trusted financial advisors and strategic business partners in Orange County who came out to be a part of this event benefitting such an important cause,” said Michael Gorelick, tournament organizer and President of Benefit Equity, Inc. “We are thrilled this year to have continued to raise money to support the elderly in our community and simultaneously build long lasting relationships with the key Advisors in our community.”

About Benefit Equity, Inc.

Benefit Equity, Inc. is a Southern California-based financial services partner for top financial advisors and successful small and mid-sized business owners who want help in designing custom, worry-free and secure retirement plans with maximum tax benefits. For more information, please visit the company at www.benefitequity.com.

Author: Robert Gorelick, APA, Founder Benefit Equity Inc.