Exclusive Webinar for Caterpillar Employees:
What if you could access your Caterpillar retirement savings earlier, but miss the opportunity without even knowing it exists? Many Caterpillar employees aren’t aware of time-sensitive strategies that may allow penalty-free withdrawals before age 59½. Waiting too long or acting without a plan can limit flexibility. This webinar breaks down the Rule of 55 and 72(t) strategies, including how they work and when they may apply. Join us to learn important considerations before making a decision.
Topic: Caterpillar: Missing Retirement Deadlines Could Cost You Thousands!
Date: 7/28/26
Time: 12:00 pm PST
Platform: Click Meeting
Registration: link
Hosted by: Michael Corgiat
Topics Will Include:
- Discover practical tips for reducing expenses and living comfortably on a budget.
- The importance of early retirement planning and how to get started.
- Key financial strategies to accelerate your path to retirement.
- Common pitfalls to avoid when planning for retirement.
- Practical tips for achieving financial independence and retiring on your terms.
- Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage Caterpillar employees to reserve 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 Caterpillar employees make their transition into retirement. He has been working with Caterpillar 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 stability 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 Caterpillar. 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 assured. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.