Healthcare Employees: Will Rising Rates Lower Your Pension Value?

Exclusive Webinar for Healthcare Employees:

Healthcare employees must navigate pension decisions during significant interest rate changes that directly affect lump sum calculations and investment opportunities for pension funds. This webinar examines how current rate environments influence the choice between the lump sum and monthly pension options, reviewing present value calculations, investment assumptions, and break-even analysis relevant to healthcare industry considerations. You'll learn timing considerations for pension elections and understand the tax implications of each choice.

Topic: Healthcare Employees: Will Rising Rates Lower Your Pension Value?
Date: 7/14/26
Time: 12:00 pm PST
Platform: Click Meeting
Registration: link
Hosted by: Tyson Mavar, RICP®

Topics Will Include:

1. How to address and potentially mitigate age-related pension adjustments.
2. Interest Rates & Your Healthcare Pension: Understanding Lump Sum Fluctuations.
3. Interest Rate Trends: Implications for Healthcare Employee Benefits.
4. Determining your Pension Value in a Changing Rate Environment.
5. How to address and potentially mitigate age-related pension adjustments.

• Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage Healthcare 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 Tyson Mavar, RICP®

Tyson Mavar prides himself on helping Healthcare employees make their transition into retirement. You may have seen some of Tyson's articles published in ABC, NBC & Fox affiliates. He writes about pension changes, interest rate increases, benefits, and more! 

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 Healthcare. 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.