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EDUCATION CENTER

Retire on Purpose, with Purpose in 2023

As you weigh the decision to retire in 2023 versus 2024, a number of key factors come into play, especially for corporate employees. Our latest YouTube video, featuring financial advisor MIchael Corgiat from The Retirement Group, dives into these critical aspects. Travis will guide you through how rising interest rates could impact your retirement lump-sum, the fluctuating value of the housing market, and the broader implications of inflation. This informative session is designed to help corporate employees like you decide if retiring in 2023 aligns with your financial and life goals. Don't miss this opportunity to plan your retirement not just with intent, but with purpose. Subscribe and gain invaluable insights to make your retirement decision with confidence and clarity. #RetirementPlanning #CorporateEmployees #FinancialInsights

Learn More About Our Retirement Advisors & Support Team

tyson-mayvar

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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westley-boudreaux

Wesley Boudreaux

SVP, Financial Advisor at Wealth Enhancement 

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patrick-ray

Patrick Ray

SVP, Financial Advisor at Wealth Enhancement 

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kevin-landis

Kevin Landis CFP

SVP, Financial Advisor at Wealth Enhancement 

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Paul Bergeron (1)

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

Krista Knittel

Senior Client Services Associate
Brendan-Wolf

Brendan Wolf

Client Services Associate