Educate || Begin your Journey

Thank you for taking the next step in your retirement journey. Please take a look at our complimentary classes and select any topics that interest you.

Overview

Get on the path to a Happy Retirement.

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Chevron Social Security Offset

The Social Security Offset is one component of your overall pension calculation. Learn how the Social Security Offset will impact the final amount you receive from your Chevron Pension plan.

Interest Rate Update

Learn how lower interest rates can affect your Lump-Sum. Our seasoned financial advisor will break down how the economic events of 2020 have impacted your pension options.

Pension

Understanding the intricacies of your company pension plan can help determine your retirement date. Our seasoned financial advisors will break down what you need to know about your pension as well as the different payment options you have available.

Emotions of Investing

People often make decisions based on emotion rather than a rational, logical outlook. Oftentimes this results in poor decision making.

Lump Sum vs Annuity

Choosing between taking your Pension as a lump-sum or an annuity (monthly payments for life) is one of the biggest decisions a retiree will make.

Roth Conversion

Given the current market conditions, we’ll discuss IRA strategies which could save you money on tax payments. By converting some of your assets into IRA accounts they become non-taxable, potentially saving you a substantial amount of money.

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Value Investing Strategy

In this class we’ll discuss an investment strategy in which decisions are made based on the value of a company rather than the stock price. Value investing takes into account a long term approach and does not overreact to short term gains or losses.

Net Unrealized Appreciation

Net Unrealized Appreciation is a strategy that allows you to roll over employer provided company stock into an IRA. This a very powerful tax strategy which can potentially save you a substantial amount of money.

Tax Strategy

Our seasoned financial advisors will discuss strategies to understand the tax impacts of retiring. Making your assets last in retirement is hard enough already, don’t make the mistake of paying too much in taxes.

72(t)

Typically when making an early withdrawal from your IRA there are severe penalties. In this class we’ll discuss specific exceptions which may allow you to access your money without a significant reduction in assets.

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This Week's Featured Class: 2021 Tax Planning

Your Guide

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You will learn strategies and tips to potentially increase your Pension, Lump-Sum, 401(k) Savings, Value Investment, Tax Planning, Social Security benefits and earnings. You can also expect to receive updates on industry-related issues that may concern the corporateworkforce.