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AT&T: 4 Year-End Moves for Your Pension and 401(k)

Data

Quarta-feira, 4 Novembro 2026

Horário

10:00 America/Los Angeles

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About this event

As the year comes to a close, important AT&T retirement planning opportunities can be easy to miss. Decisions made before year-end may influence your retirement income, benefits, and long-term plans. Join us as we discuss pension elections, contribution opportunities, beneficiary reviews, and investment considerations that may deserve a closer look.

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 AT&T. 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


Patrick Ray

Patrick is a SVP, Financial Advisor at Wealth Enhancement. He has been working with Fortune 500 clients for many years and is very familiar with your benefits. His goal is to help corporate employees successfully transition from their company into a happy retirement.

Fun Fact: Patrick served in the US Navy on the USS Forrestal and was part of Desert Storm and Provide Comfort from 1990-1994.