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Should You Take the Lump Sum or Annuity When Interest Rates Rise?

 

Exclusive Webinar for Retirees: Decoding the Impact of Rising Interest Rates on Your Pension Lump Sum

 

September 19, 2023 –Should employees take their pension as a Lump-Sum OR an Annuity? How will interest rates affect this decision?

Event Details:

-Topic: Should You Take the Lump Sum or Annuity When Interest Rates Rise?

-Date: 9-28-2023

-Time: 10:00 am PST

-Platform: Zoom

-Registration: Link

As the financial landscape continues to evolve, it's crucial for professionals to stay informed about the potential implications on their retirement plans. This webinar, led by Tyson Mavar of The Retirement group,, will offer a comprehensive deep dive into the intricate decision-making process between opting for a lump sum or annuity.

Tyson, a seasoned advisor with a rich history in the financial sector, will provide attendees with invaluable insights into how these changes can shape their retirement strategies. Participants will walk away with a clearer understanding of the current financial environment and actionable steps to ensure their retirement plans remain robust and resilient.

Topics Will Include

-Should you take the lump sum or the annuity?

-How to reduce and potentially avoid your age penalties.

-How interest rates influence your pension lump sum amount.

-How you can potentially recreate a paycheck in retirement.

Considering the critical nature of the topic, slots are anticipated to fill up swiftly. We ardently encourage retirees and those approaching retirement to register promptly, ensuring they are well-prepared for their financial futures.

For further information or to register for the webinar, please follow this link or call us at

800-900-5867.

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.

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