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Caterpillar Employees: Pension Strategies for a 30-Year Retirement

Date

Thursday, September 3, 2026

Time

10:00 AM America/Los Angeles

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Agenda

About this event

The pension choices Caterpillar employees make before retirement can influence income for years to come. Yet many people aren't confident about selecting between lump sums, annuity options, or survivor benefit elections, especially when these decisions are difficult to change later. In this webinar, we'll break down key CAT pension considerations and discuss how they may fit alongside Social Security and retirement savings. Reserve your seat to learn what questions to ask before making this important retirement decision.

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is not affiliated with or endorsed by Caterpillar. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.

The Retirement Group
5414 Oberlin Drive
San Diego, CA 92121
(800) 900-5867


Michael Corgiat

Michael Corgiat is an SVP, Financial Advisor at Wealth Enhancement. He has been working with corporate employees for many years and is very familiar with your benefits. He has helped hundreds of corporate employees from working to a successful and enjoyable retirement.