ExxonMobil Employee? Should you take the Lump-Sum or Annuity Amid Rate Changes?

Exclusive Webinar for ExxonMobil Employees:

Should ExxonMobil employees take their pension as a Lump-Sum or an Annuity? How will interest rates affect this decision? We'll discuss the pros and cons of taking your pension as a lump-sum or annuity. The webinar will be on: Wednesday, August 7th at 11AM PST. We’ll cover the many changes happening at ExxonMobil over the last few months. You can sign up for the webinar by clicking below:

Topic: ExxonMobil Employees: New Rates Out! Is Lump-Sum or Annuity Better?
Date: 8/7/2024
Time: 11:00 am PST
Platform: Live Storm
Registration: link
Hosted by: Tyson Mavar, RICP®

Topics Will Include:

1. Comparison of Lump Sum versus Annuity Pension Options.

2. Analyzing the Effects on Retirees: Investigating Alterations to ExxonMobil Pension Disbursements.

3. Understanding the Influence of Interest Rates on Your ExxonMobil Employee Pension Lump Sum.

4. Managing longevity risk with annuity pensions.

5. 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 ExxonMobil 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 ExxonMobil 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 ExxonMobil. 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.