Retiring in 2027? 7 Decisions to Make Before the Year Ends
Exclusive Webinar for Corporate Employees:
If retirement is on your calendar for 2027, waiting too long to prepare could leave important decisions compressed into your final months of work. Healthcare, Social Security, taxes, and retirement income all require careful planning before your retirement date arrives. We’ll walk corporate employees through seven key decisions that can help you build a clearer retirement timeline. Reserve your spot to learn what you can start addressing now.
Topic: Retiring in 2027? 7 Decisions to Make Before the Year Ends
Date: 11/19/26
Time: 10:00 am PST
Platform: Click Meeting
Registration: link
Hosted by: Patrick Ray
Topics Will Include:
- How healthcare choices may fit into a retirement timeline before your work years end.
- What Social Security timing decisions can mean for your overall retirement income plan.
- How tax considerations can shape the seven decisions you make before retiring.
- What retirement income planning steps corporate employees can start addressing now.
Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage corporate 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 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 transition into a 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 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 offered 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 assured. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.