AT&T
Smart Moves for AT&T Employees' 401(k)s!
Join our webinar designed especially for AT&T employees about 401(k) allocation. As market dynamics have been uncertain recently, our session will...
Chevron Employee? Avoid 401(k) Mistakes!
Exclusive Webinar for Chevron Employees:
Chevron employees can manage common 401(k) mistakes by attending our webinar! The webinar will be on: Tuesday, October 22nd at 10 AM PST. We’ll cover the many changes happening at Chevron over the last few months. You can sign up for the webinar by clicking below:
Topic: Rule of 55: Key Tips for Chevron Employees to Achieve Early Retirement
Date: 10/22/2024
Time: 10:00 am PST
Platform: Click Meeting
Registration: link
Hosted by: Patrick Ray
Topics Will Include:
- Learn how to steer clear of common mistakes that can hinder your 401(k) savings growth.
- Gain practical strategies to optimize your contribution limits and increase your retirement savings potential.
- Understand how to manage pitfalls that may jeopardize your long-term financial security.
- Learn the fundamentals of asset allocation within your savings plan.
Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage Chevron employees to secure their spot at the earliest to benefit from this exclusive opportunity.
For more information or to register for the webinar, please visit this link or call us at: 800-900-5867.
A little bit more about Patrick Ray
Patrick Ray has been working with Chevron clients for many years and is very familiar with your benefits. His goal is to help Chevron employees successfully transition into happy retirement. Prior to working with the Retirement Group, Patrick served in the US Navy.
About The Retirement Group
The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and to provide financial independence.
Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.
Disclaimer
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There is no guarantee that asset allocation or diversification will enhance overall returns, outperform a non-diversified portfolio, nor ensure a profit or protect against a loss. Investing involves risk, including possible loss of principal.
Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
Wealth Enhancement Group is not affiliated with or endorsed by Chevron. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.