Edited - Intro - SB - 5_9_20

 

Educate

Here you will find our extensive on-demand webinar library. Learn about the topics that will likely effect your retirement on your own schedule. At your pace.   

 

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.

New Webinar CTA (2)

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.

New Webinar CTA

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.

New_Pension_Webinar_CTA

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.

New_Emotions_Webinar_CTA

Emotions of Investing

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

New_Lump_Webinar_CTA

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.  

New_Roth_Webinar_CTA

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.

Click Below To Schedule a Call With an Advisor

Schedule a Call

 


This Week's Featured Class: Retirement Income Strategies

Retirement Income Strategies - Tyson Mavar - 9_4_20

 


Your Guide

TRG-Retirement-Guide-CARES-V2_book-cover-1

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.