AT&T Employees: 3 Steps to Choose Between the Lump Sum and Annuity

Exclusive Webinar for AT&T Employees:

Choosing between a lump-sum payout and a lifetime annuity is one of the most significant decisions AT&T employees face at retirement. In this webinar, we’ll outline three key steps that walk through how to compare these options, including how each one functions and the factors that influence long-term income.

We’ll also discuss how interest rates, personal circumstances, and retirement goals can shape this decision. Attendees will leave with a clear, organized framework for reviewing which option aligns most closely with their overall retirement plan.

Topic: AT&T Employees: 3 Steps to Choose Between the Lump Sum and Annuity
Date: 1/21/2026
Time: 10:00 am PST
Platform: Click Meeting
Registration: link
Hosted by: Patrick Ray

Topics Will Include:

1. Comparison of Lump Sum versus Annuity Pension Options.
2. Analyzing the Effects on Retirees: Investigating Alterations to AT&T Pension Disbursements.
3. Understanding the Influence of Interest Rates on Your AT&T Employee Pension Lump Sum.
4. Exploring longevity considerations with annuity pensions.
5. How to potentially reduce and lessen your age penalties.

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 AT&T clients for many years and is very familiar with your benefits. His goal is to help AT&T 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 AT&T. 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.