Exclusive Webinar for ExxonMobil Employees:
ExxonMobil employees who hold company stock in their retirement plans may have access to tax treatment opportunities through Net Unrealized Appreciation (NUA). This webinar explains how NUA works, who may qualify, and why it’s often overlooked during retirement transitions. We’ll break down the rules in straightforward terms and explain when NUA is commonly considered.
We’ll also discuss how timing, distributions, and account structure can influence results. By understanding how company stock is handled differently from other retirement assets, attendees can better determine whether this strategy warrants additional review before making distribution decisions.
Topic: ExxonMobil Employees Can Potentially Save Thousands with NUA Strategies!
Date: 2/24/2026
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 ExxonMobil 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 ExxonMobil 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 ExxonMobil. 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.