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EDUCATION CENTER

Should You Take the Lump-Sum or Annuity When Rates Change?

"Exploring the Impact of Interest Rates on Your Pension: A Must-Watch for Corporate Employees! Tune into our latest YouTube video where we dive deep into the complexities of pension calculations, the intricacies of its benefits, and strategies to choose the optimal retirement date. Guided by Wesley Boudreaux of The Retirement Group, this educational session is dedicated to unraveling the mysteries of your pension plan. Whether you're nearing retirement or just starting to plan, this video is an indispensable resource for making well-informed decisions about your future. Don't miss out – subscribe now for insightful guidance and the assurance you need to master your pension plan. #PensionImpact #SmartRetirement #FinancialEmpowerment"" "

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

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
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Ethan McDonald

Client Services Associate
Brendan-Wolf

Brendan Wolf

Client Services Associate

Mike Northfield

Associate CMO
Product Lead