Exclusive Webinar for Corporate Employees:
Interest rate changes have a direct impact on pension values, especially for those deciding between a lump sum payout and an annuity. This webinar will explain how rate fluctuations influence pension calculations and what that means for your retirement timing and income planning.
We’ll also provide examples showing how recent rate movements have affected payouts and what to keep in mind in the months ahead. Attendees will gain a clearer understanding of how to compare both options based on their personal situation.
Topic: How Will Interest Rates Affect Choosing Between the Lump Sum and Annuity?
Date: 11/20/2025
Time: 10:00 am PST
Platform: Click Meeting
Registration: link
Hosted by: Patrick Ray
Topics Will Include:
- Comparison of Lump Sum versus Annuity Pension Options.
- Analyzing the Effects on Retirees: Investigating Alterations to corporate Pension Disbursements.
- Understanding the Influence of Interest Rates on Your corporate Employee Pension Lump Sum.
- Exploring longevity considerations with annuity pensions.
- How to potentially reduce and lessen your age penalties.
Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage corporate 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.
A little bit more about Patrick Ray
Patrick Ray has been working with corporate clients for many years and is very familiar with your benefits. His goal is to help corporate employees successfully transition into happy retirement. Prior to working with the Retirement Group, Patrick served in the US Navy.
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.
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 your company. 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 guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.