Exclusive Webinar for Chevron Employees:
Chevron employees with company stock in their retirement plans often overlook planning opportunities tied to Net Unrealized Appreciation (NUA). This webinar explains how NUA works, who it may apply to, and why it’s frequently misunderstood. We’ll break down the rules in plain language so you can better evaluate whether this approach fits your situation.
You’ll also learn about common missteps that occur when company stock is rolled over or distributed without proper analysis. By understanding timing, tax treatment, and eligibility requirements, you’ll be better equipped to have informed conversations before making major retirement plan decisions.
Topic: Chevron Employees: You May Be Able to Save Thousands With NUA Strategies!
Date: 2/17/2026
Time: 12:00 pm PST
Platform: Click Meeting
Registration: link
Hosted by: Wesley Boudreaux
Topics Will Include:
- How does Net Unrealized Appreciation work?
- Can I benefit from a more favorable tax structure on gains?
- What are my potential savings from using NUA?
- 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.