Exclusive Webinar for Chevron Employees:
Should Chevron employees take their pension as a lump sum or an annuity? How will interest rates affect this decision? The webinar will be on: Tuesday, March 18th 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: Chevron Employees Facing Layoffs: Will a Lump Sum or Annuity Last Longer?
Date: 3/18/2025
Time: 10:00 am PST
Platform: Click Meeting
Registration: link
Hosted by: Tyson Mavar, RICP®
Topics Will Include:
- Comparison of Lump Sum versus Annuity Pension Options.
- Analyzing the Effects on Retirees: Investigating Alterations to Chevron Pension Disbursements.
- Understanding the Influence of Interest Rates on Your Chevron Employee Pension Lump Sum.
- Managing longevity risk with annuity pensions.
- How to potentially reduce and avoid your age penalties.
- 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 Tyson Mavar, RICP®
Tyson Mavar prides himself on helping Chevron employees make their transition into retirement. You may have seen some of Tyson's articles published in ABC, NBC & Fox Affiliates. He writes about pension changes, interest rate increases, benefits, and more!
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 security 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 truly 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
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.