Chevron Employees: 7 Things You Need to Do Before Retirement!

Exclusive Webinar for Chevron Employees:

Preparing for retirement involves more than selecting a final workday. In this webinar, we’ll outline seven key planning areas Chevron employees should review before transitioning out of the workforce, including pensions, retirement accounts, healthcare coverage, and Social stability timing.

We’ll also cover administrative steps, beneficiary updates, and income planning considerations that are often overlooked. Attendees will leave with a practical checklist to help guide discussions and thoughtful decision-making as retirement approaches.Topic: Chevron Employees: 7 Things You Need to Do Before Retirement!

Date:  3/10/2026 
Time:  12:00 pm PST 
Platform: Click Meeting
Registration: link
Hosted by: Wesley Boudreaux

Topics Will Include:

1. Plan the right date, consider your workload, upcoming deadlines, and personal commitments.
2. Explore Small Business for Tax Benefits.
3. Understand the tax deductions available to you if you work from home.

• 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 Wesley Boudreaux

Wesley Boudreaux has been working with Chevron clients for more than 20 years allowing him to become very familiar with retirement benefits plans. This allows him to provide you with a full understanding of your benefits as you transition into retirement.

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.