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EDUCATION CENTER

We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the transitioning Aerospace employee. The Retirement Group educates employees who are transitioning or retiring from Fortune 500 companies throughout the United States.


*The Retirement Group is not affiliated nor endorsed by Lockheed Martin

Step 3: Browse our Resources for Aerospace Employees

  • ➡ Watch Our Webinars On Various Aerospace Topics
  • ➡ Check Out Our E-book Library
  • ➡ Listen To Our Podcasts From Our Advisors
  • ➡ Schedule A Call With An Advisor

Register for our Next Live Webinar


*The Retirement Group is not affiliated nor endorsed by Lockheed Martin

Is Your Portfolio Prepared for a Recession?

Is Your Portfolio Prepared for a Recession?

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Retirement Q&A: Steps to Insulate your Portfolio

Retirement Q&A: Steps to Insulate your Portfolio

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Retirement Q&A: Choosing your Elections/Stocks

Retirement Q&A: Choosing your Elections/Stocks

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Retirement Q&A: Investing, Stocks, 401(k)

Retirement Q&A: Investing, Stocks, 401(k)

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Retirement Q&A: 401(k) Investing in an Inflationary Environment

Retirement Q&A: 401(k) Investing in an Inflationary Environment

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Retirement Q&A: How Does Social Security Affect Your Pension

Retirement Q&A: How Does Social Security Affect Your Pension

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Retirement Q&A: Will Your Social Security Benefits Change Due to Inflation?

Retirement Q&A: Will Your Social Security Benefits Change Due to Inflation?

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Retirement Q&A: When is the Latest you can Claim your Social Security?

Retirement Q&A: When is the Latest you can Claim your Social Security?

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Retirement Q&A: Social Security, Taxes, and Full Retirement Age

Retirement Q&A: Social Security, Taxes, and Full Retirement Age

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Retirement Q&A: Can you Claim Only

Retirement Q&A: Can you Claim Only "Part" of Your Social Security Benefits?

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Retirement Q&A: Keeping Your 401(k) Stable

Retirement Q&A: Keeping Your 401(k) Stable

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Retirement Q&A: Should You Use Your 401(k) to Pay Off Your Mortgage?

Retirement Q&A: Should You Use Your 401(k) to Pay Off Your Mortgage?

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Retirement Q&A: Avoiding Mistakes in Today's Market

Retirement Q&A: Avoiding Mistakes in Today's Market

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Retirement Q&A: Using HSA as a Retirement Savings Vehicle

Retirement Q&A: Using HSA as a Retirement Savings Vehicle

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Retirement Q&A: HSA as an Emergency Savings Account - Advantages

Retirement Q&A: HSA as an Emergency Savings Account - Advantages

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Q&A for Women in Corporate America: Managing Healthcare Costs

Q&A for Women in Corporate America: Managing Healthcare Costs

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Q&A for Women in Corporate America: Social Security Integration

Q&A for Women in Corporate America: Social Security Integration

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Q&A for Women in Corporate America: Shifting Investment Approaches

Q&A for Women in Corporate America: Shifting Investment Approaches

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Financial Strategies for Women

Financial Strategies for Women

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*The Retirement Group is not affiliated nor endorsed by Lockheed Martin


*The Retirement Group is not affiliated nor endorsed by Lockheed Martin

March 5th 2021 | Weekly Conference Call | Interest Rates

March 5th 2021 | Weekly Conference Call | Interest Rates

5 Keys to Investing for Retirement

5 Keys to Investing for Retirement

Conference Call Tax Planning

Conference Call Tax Planning

Conference Call Tax Planning

Conference Call Tax Planning

Conference Call Value Investing

Conference Call Value Investing

Conference Call Roth Conversions

Conference Call Roth Conversions

Conference Call | Understanding NUA

Conference Call | Understanding NUA

Conference Call | Value Investing

Conference Call | Value Investing

Conference Call | Emotions of Investing

Conference Call | Emotions of Investing

Conference Call | Lump Sum vs Annuity

Conference Call | Lump Sum vs Annuity

Conference Call | Social Security

Conference Call | Social Security

Browse our Full Selection of E-books


*The Retirement Group is not affiliated nor endorsed by Lockheed Martin

Learn More About Our Retirement Advisors & Support Team

Tyson Mavar RICP®

SVP, Financial Advisor at Wealth Enhancement 

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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 RICP®

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

Ethan McDonald

Client Services Associate

Brendan Wolf

Client Services Associate