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EDUCATION CENTER

Choosing Your Chevron Retirement Option: Lump Sum or Annuity

Are you nearing retirement, or have you already embarked on this new journey? Then our latest webinar is an indispensable tool for you. In this video, we, along with Tyson Mavar from The Retirement Group, delve into a crucial decision you'll face - lump sum or annuity for your retirement savings. We dissect the factors you need to evaluate, such as interest rate fluctuations and their future income impact, and guide you through the pros and cons of each choice. This knowledge will empower you to align your decisions with your retirement goals, providing clarity and confidence in your Chevron retirement planning. Don't miss out on this chance to secure your financial future – it's your road map to a comfortable and well-informed retirement.

Learn More About Our Retirement Advisors & Support Team

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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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Brendan Wolf

Client Services Associate