Exclusive Webinar for ConocoPhillips Employees: Navigating Lump Sum vs. Annuity Choices in Your Retirement Planning
September 19, 2023 – Should ConocoPhillips employees take their pension as a Lump-Sum OR an Annuity? How will interest rates affect this decision?
Event Details:
-Topic: Choosing Your ConocoPhillips Retirement Option: Lump Sum or Annuity?
-Date: 9-28-2023
-Time 10:00 am PST
-Platform: Livestorm
-Registration: Link
Making the right call between a lump sum and an annuity can influence your financial stability in your golden years. This webinar, steered by Wesley Boudreaux of The Retirement Group, aims to shine light on the factors that play into this choice. From the sway of interest rate variations to the long-term repercussions on your income, every angle will be explored to arm you with comprehensive knowledge.
Wesley Boudreaux, a distinguished figure in the realm of retirement planning, will present attendees with a keen understanding of the merits and potential pitfalls of both choices of a lump sum or an annuity. This session promises a deep dive into strategies and expert guidance, ensuring participants are well-prepared to make an informed choice that resonates with their retirement objectives.
Topics Will Include
-Should you take the lump sum or the annuity?
-How to reduce and potentially avoid your age penalties.
-How interest rates influence your ConocoPhillips pension lump sum amount.
-How you can potentially recreate a paycheck in retirement.
Given the significance of this decision, we expect a considerable turnout. We thus recommend prompt registration to prospective retirees, ensuring they have the best tools at their disposal for effective retirement planning.
For more details or to enroll in the webinar, kindly visit this link or connect 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.