Exclusive Webinar for Corporate Employees:
Should you consider using the 72(t), post-55 separation rules when retiring? There are a few ways that you can take a distribution if you're under 59 ½ which would allow you to avoid any potential penalties or tax implications. The webinar will be on Saturday, April 20th at 10 AM PST. We’ll cover the many changes happening over the last few months. You can sign up for the webinar by clicking below:
Topic: Navigating Layoffs: Your Guide to Severance and Unemployment Benefits
Date: 4/20/2024
Time: 10:00 am PST
Platform: Live Storm
Registration: Link
Hosted by: Michael Corgiat
Topics Will Include:
- Assessing potential job market opportunities.
- Safeguarding your financial future post-layoff.
- Practical strategies to assess finances and options.
- Tips for protecting retirement savings and optimizing severance packages.
- Evaluating your severance package components.
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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 Michael Corgiat
Michael Corgiat prides himself on helping corporate employees make their transition into retirement. He has been working with corporate clients for over 25 years. In his free time, he enjoys visiting national parks and spending time with his grandsons.
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
Disclaimer: The Retirement Group is not affiliated with nor endorsed by your company. We are an independent financial advisory group that focuses on transition planning and lump sum distribution. Neither The Retirement Group or Osaic Wealth, Inc provide tax or legal advice. Please call our office at 800-900-5867 if you have additional questions or need help in the retirement planning process.
The Retirement Group is a Registered Investment Advisor not affiliated with Osaic Wealth, Inc and may be reached at www.theretirementgroup.com.