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7 Things to do BEFORE Leaving Your Company

As you prepare to transition from your current employer, it's essential to take several crucial steps to safeguard your financial future. In this video, you discover the seven things you need to do before leaving your company. Our host Patrick Ray guides you through the process, highlights key strategies to help you increase your benefits, reduce tax liabilities, and secure your retirement.

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Tyson Mavar RICP®

SVP, Financial Advisor at Wealth Enhancement

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Kevin Won CFP®, CRPC, CCPS, CTS

Senior Corporate Client Consultant | Corporate Clients

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Neva Bradley CFP®

Senior Corporate Client Consultant | Corporate Clients

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Wesley Boudreaux

SVP, Financial Advisor at Wealth Enhancement

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Patrick Ray

SVP, Financial Advisor at Wealth Enhancement

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Kevin Landis CFP

SVP, Financial Advisor at Wealth Enhancement

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Paul Bergeron MBA

SVP, Financial Advisor at Wealth Enhancement

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Carlos Hernandez

Client Services Manager at Wealth Enhancement

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Michael Corgiat ChFC

SVP, Financial Advisor at Wealth Enhancement

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Brent Wolf CFP

SVP, Financial Advisor at Wealth Enhancement

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Krista Knittel

Senior Client Services Associate

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Ethan McDonald

Client Services Associate

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Brendan Wolf

Client Services Associate

Mike Northfield

Associate CMO
Product Lead