Exclusive Webinar for ConocoPhillips Employees:
For ConocoPhillips employees nearing retirement, thoughtful preparation is important. This webinar will outline seven critical steps to consider before leaving the company, including reviewing your pension, understanding healthcare options, and planning your retirement income.
We’ll also highlight how company benefits connect with other resources such as Social Security and personal savings. By the end of the session, you’ll have a clear framework for the steps to take as you approach retirement.
Topic: 7 Items to Complete BEFORE Leaving ConocoPhillips
Date: 9/17/2025
Time: 12:00 pm PST
Platform: Click Meeting
Registration: link
Hosted by: Patrick Ray
Topics Will Include:
- Plan the right date, consider your workload, upcoming deadlines, and personal commitments.
- Explore Small Business for Tax Benefits.
- Understand the tax deductions available to you if you work from home.
- Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage ConocoPhillips 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 ConocoPhillips clients for many years and is very familiar with your benefits. His goal is to help ConocoPhillips 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 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 ConocoPhillips. 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.