VIDEO REPLAY

Lump Sum vs. Annuity

In this webinar Wesley Boudreaux, a financial advisor with The Retirement Group, will discuss what would be more beneficial option for corporate employees: a lump sum or an annuity. You’ll learn more about the different pension distributions and the difference between taking a lump-sum payment versus a monthly annuity payment.

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Here you will find more free ebooks as well as a library of video webinars hosted by TRG advisors

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Looking For More Information? Check Out These Popular Ebooks

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What To Do With An Early Retirement Offer

Many companies offer employees early retirement packages to encourage them to leave. In this book, we address what could be included in an early retirement offer, & how an early retirement offer would affect your retirement savings?

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Lump-Sum Option Vs. Annuity

In this ebook, we'll evaluate how interest rates potentially affect your pension lump-sum payout, how you can potentially recreate a paycheck in retirement & how to minimize taxes and penalties during the retirement planning process.

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Choosing A Financial
Advisor

This ebook discusses how to determine the type of advisor and experience needed to handle your situation, qualifications needed, knowing your options, and how would you describe a typical advisor.

 

Learn More About Our Retirement Advisors & Support Team

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Tyson Mavar RICP®

SVP, Financial Advisor at Wealth Enhancement 

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Kevin Won CFP®, CRPC, CCPS, CTS

Senior Corporate Client Consultant | Corporate Clients 

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Neva Bradley CFP®

Senior Corporate Client Consultant | Corporate Clients 

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Wesley Boudreaux

SVP, Financial Advisor at Wealth Enhancement 

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Patrick Ray

SVP, Financial Advisor at Wealth Enhancement 

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Kevin Landis CFP

SVP, Financial Advisor at Wealth Enhancement 

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Paul Bergeron MBA

SVP, Financial Advisor at Wealth Enhancement 

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Carlos Hernandez

Client Services Manager at Wealth Enhancement 

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Michael Corgiat ChFC

SVP, Financial Advisor at Wealth Enhancement 

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Brent Wolf CFP

SVP, Financial Advisor at Wealth Enhancement 

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Krista Knittel

Senior Client Services Associate
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Ethan McDonald

Client Services Associate
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Brendan Wolf

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Associate CMO
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