Chevron Downsizing: Access Your 401(k) Now Without the 10% Hit

Exclusive Webinar for Chevron Employees:

Chevron employees have several strategies available to access retirement savings before age 59½ without incurring the standard 10% early withdrawal penalty, including the Rule of 55, 72(t) substantially equal periodic payments, and specific Chevron plan provisions. This webinar examines how these early access strategies work within Chevron's benefit structure, explores eligibility requirements and timing considerations, and provides real-world scenarios for early retirement or career transitions. You'll learn implementation procedures, tax implications, and coordination techniques with CVX pension benefits that support thoughtful decision-making when accessing retirement funds early while maintaining long-term financial well-being.

Topic: Chevron Downsizing: Access Your 401(k) Now Without the 10% Hit
Date:  6/30/26 
Time:  12:00 pm PST 
Platform: Click Meeting
Registration: link
Hosted by: Tyson Mavar, RICP®

Topics Will Include:

1. Discover practical tips for reducing expenses and living comfortably on a budget.
2. The importance of early retirement planning and how to get started.
3. Key financial strategies to accelerate your path to retirement.
4. Common pitfalls to avoid when planning for retirement.
5. 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 Chevron 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 Tyson Mavar, RICP®

Tyson Mavar prides himself on helping Chevron employees make their transition into retirement. You may have seen some of Tyson's articles published in ABC, NBC & Fox affiliates. He writes about pension changes, interest rate increases, benefits, and more!

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 Chevron. 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.