Exclusive Webinar for Caterpillar Employees:
In this webinar tailored for Caterpillar employees, we delve into comprehensive lump sum strategies to preserve your retirement funds. Designed to equip you with practical insights, this session focuses on proactive steps that help you steer clear of financial depletion in your retirement years. Michael Corgiat will guide you through the complexities of lump sum payouts, optimize your financial decisions, and establish a steady future without the fear of running out of money. Don’t miss this chance to gain invaluable knowledge and take control of your financial destiny. Register now and embark on the path to a stable financial foundation in retirement.
Topic: Caterpillar Pension 2025: What Rising Interest Rates Mean for Your Lump Sum
Date: 7/31/2025
Time: 10:00 am PST
Platform: Click Meeting
Registration: link
Hosted by: Michael Corgiat
Topics Will Include:
- How to address and potentially mitigate age-related pension adjustments.
- Interest Rates & Your Caterpillar Pension: Understanding Lump Sum Fluctuations.
- Interest Rate Trends: Implications for Caterpillar Employee Benefits.
- Determining Your Pension Value in a Changing Rate Environment.
- How to address and potentially mitigate age-related pension adjustments.
- Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage Caterpillar 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 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 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 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 guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.