Most Popular e-Brochure For Corporate Employees

We Are Here To Help You Understand Your Retirement Benefits, Better!

"Pension Lump-Sum Payment Windows Are Back"

Pension Lump-Sum Payment Windows are Back

Download Your Complimentary e-Brochure Now

Core Topics

Chapter 1

How these Benefit Companies

Chapter 2

Should You Convert Remaining Payments to Lump-Sum

Chapter 3

Using Lump-Sum to Purchase Annuity 

chapter 4

Conclusion

What's In the e-Brochure?

Educational Topics
Educational Topics
Confront Major Concerns
Confront Major Concerns
Make Well Informed Decisions
Make Well-Informed Decisions
revenue.svg

What you will Learn

After downloading your complimentary "Pension Lump-Sum Payment Windows Are Back" e-Brochure, you will be able to decide how we can help you

Inside you will find over 10-pages prepared by us and complete with answers from knowledgeable financial practitioners, to the most asked Corporate employee retirement concerns:

    • What are the pros and cons to consider for lump-sum payment windows?

    • What this may mean for your employer.

    • Reasons to convert your payments into a lump-sum.

    • Determining whether to purchase an annuity.

We are a group of financial professionals who focus entirely on Corporate retirement planning, the design of retirement portfolios for the transitioning Corporate employee, and education through seminars in the area.

It is so easy to get started.

 

In-The-Media Today:

Watch This Informative Video Concerning What You Can Expect When Claiming Your Social Security Benefits
HubSpot Video

 

Just fill out the form above to get your e-Brochure or schedule a phone meeting with us today.

Schedule Your Appointment Now!Schedule Your Appointment Now!

You May Like This Additional e-Brochure

New call-to-action

"What to do With an Early Retirement Offer?"

Prepared By The Retirement Group

In today’s corporate environment, cost-cutting, restructuring, and downsizing are normal parts of business operation. Many companies offer employees early retirement packages that encourage them to leave. This is generally done to encourage voluntary departures when the organization is looking to reduce headcount. While many early retirement offers seem attractive at first, it's important for you to review an offer carefully before accepting it to ensure that it's indeed a “golden” opportunity. 

This e-Brochure is for Corporate employees who need immediate answers to their retirement concerns:

  • What are the payout options available to you?

  • Can you afford to retire early?

  • If I decide to refuse early retirement, what can I expect from my employer?

Click Here Text and Arrow-1

 

TRG Full Logo- 960

Office Locations

North-West Regional Office
Concord, CA
Phone:1-800-900-5867

South-West Regional Office
Austin, TX
Phone: 1-281-766-0747

Mid-West Regional Office
St Louis, MO
Phone: 1-314-858-9090

Southern California Regional Office
San Diego, CA
Phone: 1-858-404-8900.

 

Disclaimer: Securities offered through FSC Securities Corporation or Charles Schwab, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor not affiliated with FSC Securities Corporation. *We are not affiliated with or endorsed by your company or organization. This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient. Any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. The Retirement Group, LLC is registered to conduct advisory business in the following states:  AZ, CA, CO, FL, ID, IL, IN, LA, MD, MI, MO, NE, NV, NJ, NY, NC, OK, OR, PA, SC, SD, TX, UT, VA, WA. Office of Supervisory Jurisdiction: 5414 Oberlin Dr #220, San Diego CA 92121 800.900.5867

 

Contact Us | Privacy Policy

 

© 2022 The Retirement Group, LLC