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AT&T

Big Decision: 3 Steps to Help AT&T Employees Choose the Lump Sum or Annuity

Exclusive Webinar for AT&T Employees:

Join our exclusive webinar tailored for AT&T employees, where we delve into comprehensive lump sum and annuity strategies to preserve your retirement funds. Designed to equip you with practical insights, this session focuses on proactive measures to help you maintain adequate retirement income throughout your later years. We will help you learn how to navigate the complexities of lump sum and annuity payouts, optimize your financial decisions, and build a steady foundation for your finances without the worry of exhausting your savings.

Topic: Big Decision: 3 Steps to Help AT&T Employees Choose the Lump Sum or Annuity
Date: 7/16/2025
Time: 10:00 am PST
Platform: Click Meeting
Registration: link
Hosted by: Michael Corgiat

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.
  • Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage AT&T 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 Michael Corgiat

Michael Corgiat prides himself on helping AT&T employees make their transition into retirement. He has been working with AT&T clients for over 25 years. In his free time, he enjoys visiting national parks and spending time with his grandsons.

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.

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