Caterpillar Pension Alert: 3 Smart Steps to Take Right Now

Exclusive Webinar for Caterpillar Employees:

In this webinar tailored for Caterpillar employees, we explore key lump sum strategies aimed at helping you preserve your retirement funds. Designed to offer practical guidance, this session focuses on thoughtful planning techniques that may reduce the likelihood of outliving your retirement income. Michael Corgiat will walk you through how to navigate the complexities of lump sum payouts, make informed financial choices, and work toward a more stable future with increased clarity. Don’t miss this opportunity to gain useful information and take important steps toward a well-structured retirement. Register now to begin.

Topic: Caterpillar Pension Alert: 3 Smart Steps to Take Right Now
Date: 6/24/2025
Time: 10:00 am PST
Platform: Click Meeting
Registration: link
Hosted by: Michael Corgiat

Topics Will Include:

1. Interest Rates & Your Caterpillar Pension: Understanding Lump Sum Fluctuations.
2. Interest Rate Trends: Implications for Caterpillar Employee Benefits.
3. Determining your Pension Value in a Changing Rate Environment.
4. How to reduce and potentially avoid your age penalties.

• 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.