Exclusive Webinar for ConocoPhillips Employees:
If you have ConocoPhillips stock in your 401(k), you’ll want to understand how Net Unrealized Appreciation (NUA) could affect your retirement planning. This webinar will explain the NUA strategy, when it applies, and how it can influence the taxes owed on company stock distributions.
We’ll use ConocoPhillips-specific examples to show how the rules work in practice and what key details employees should review before making decisions. By attending, you’ll gain practical knowledge to help you assess whether this strategy fits your situation.
Topic: NUA Strategies That Could Save You Thousands—ConocoPhillips Edition
Date: 9/30/2025
Time: 12:00 PM PST
Platform: Click Meeting
Registration: link
Hosted by: Patrick Ray
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 ConocoPhillips 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 ConocoPhillips clients for many years and is very familiar with your benefits. His goal is to help ConocoPhillips 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 ConocoPhillips. 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.