Chevron Employees: Missing These 7 Steps Could Cost You Thousands!

Exclusive Webinar for Chevron Employees:

Are you confident you’ve covered the key steps before leaving Chevron? Many employees retire only to discover gaps in their planning. Missed steps can lead to pension mistakes, unexpected tax consequences, or gaps in healthcare coverage. This webinar walks through seven important areas to review before retirement. You’ll learn how your benefits connect and what to consider across pensions, healthcare, and income timing. Gain greater clarity about the decisions ahead.

Topic: Chevron Employees: Missing These 7 Steps Could Cost You Thousands!
Date: 8/4/26
Time: 12:00 pm PST
Platform: Click Meeting
Registration: link
Hosted by: Patrick Ray

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 Patrick Ray

Patrick Ray has been working with Chevron clients for many years and is very familiar with your benefits. His goal is to help Chevron employees successfully transition into happy retirement. Prior to working with the Retirement Group, Patrick served in the US Navy.

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.