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Chevron? Will Your Lump Sum be Reduced by Rising Interest Rates?

 

 

Exclusive Webinar for Chevron Employees: Navigating the Impact of Rising Interest Rates on Your Chevron Lump Sum

September 19, 2023 

Should Chevron employees take their pension as a Lump-Sum OR an Annuity? How will interest rates affect this decision?

 

Event Details:

Topic: The Impact of Rising Interest Rates on Your Chevron Lump Sum

Date: 9-26-2023

Time: 10:00 am PST

Platform: Livestorm

Registration: Link

 

As the financial landscape continues to evolve, it's crucial for professionals to stay informed about the potential implications on their retirement plans. This webinar, led by Tyson Mavar of The Retirement group, will delve deep into the effects of rising interest rates on Chevron lump sums. 

Tyson, a seasoned advisor with a rich history in the financial sector, will provide attendees with invaluable insights into how these changes can shape their retirement strategies. Participants will walk away with a clearer understanding of the current financial environment and actionable steps to ensure their retirement plans remain robust and resilient.

Topics Will Include

-Evaluating lump sum vs. annuity pension options

-Impact on Retirees: Exploring Changes to Chevron Pension Payments

-Managing longevity risk with annuity pensions

-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 Chevron 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

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.


Disclosure: Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement group, LLC. a registered investment advisor not affiliated with FSC Securities Corporation. We are not affiliated with or endorsed by your company.


The Retirement group, LLC is registered to conduct advisory business in the following states: AZ, CA, CO, FL, ID, IL, IN, LA, MI, MS, MO, NE, NV, NJ, NY, NC, OK, OR, SD, TX, UT, VA, WA. Through FSC Securities Corporation, we have advisors securities licensed in the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MI, MN, MO, MS MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY.

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