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Act Now: 3 Crucial Pension Planning Steps for Caterpillar Employees

This video, intended for Caterpillar employees, goes over specific lump sum techniques that can help you preserve your retirement savings. Michael Corgiat helps viewers think through financial decisions and guides them through the complexity of lump sum distributions. This was an amazing chance to learn more about your Caterpillar pension! Watch the video now!

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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 RICP®

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

Client Services Associate