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. 


Special Event!

Watch Our Live Webinar on Tax Strategies, beginning on Wednesday, July 15th at 12pm CST!

Sign Up Here

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.

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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.

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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.

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Emotions of Investing

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

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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.  

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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.

This Week's Featured Class: Pension & Interest Rates

Pension & Interest Rates - Wesley Boudreaux - 6-18-2020

 


 

 


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. 

Tyson-Mavar

Tyson Mavar, RICP®

Investment Advisor

Steve Boblis

Steve Boblis

Investment Advisor

Michael Lee

Michael Lee

Investment Advisor

Boudreaux, Wesley small-1

Wesley Boudreaux

Investment Advisor

Kevin Landis (1)

Kevin Landis, CFP

Investment Advisor

Michael Corgiat

Michael Corgiat, ChFC

Investment Advisor

Paul Bergeron (1)

Paul Bergeron

Investment Advisor

Patrick Ray

Patrick Ray, RICP®

Investment Advisor

Brent Wolf

Brent Wolf

Investment Advisor

david meschel

David Meschel, CPA, CFP

Investment Advisor