Lump Sum or Annuity in 2025? Learn the 4 Pitfalls That Could Cost You

Exclusive Webinar for Corporate Employees:

Are you a corporate employee approaching retirement age and feeling uncertain about your pension plan? Get answers to your pressing questions about how changing interest rates could affect your lump sum and how inflation impacts your annuity payments. Learn how to calculate your pension benefits and determine the best retirement date for you. Plus, gain valuable insights on whether a lump sum or annuity is the better choice for your individual needs.

Topic: Lump Sum or Annuity in 2025? Learn the 4 Pitfalls That Could Cost You
Date: 7/29/2025
Time: 10:00 am PST
Platform: Click Meeting
Registration: link
Hosted by: Patrick Ray

Topics Will Include:

1. Comparison of Lump Sum versus Annuity Pension Options.
2. Analyzing the Effects on Retirees: Investigating Alterations to Corporate Pension Disbursements.
3. Understanding the Influence of Interest Rates on Your Corporate Employee Pension Lump Sum.
4. Exploring longevity considerations with annuity pensions.
5. How to potentially mange and lessen your age penalties.

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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 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 AT&T 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.