In this webinar tailored for Caterpillar employees, we explore key lump sum strategies to help preserve your retirement funds. Designed to provide you with practical insights, this session focuses on proactive steps to help you reduce the risk of running short of income during retirement. Michael Corgiat will walk you through how to navigate the complexities of lump sum payouts, make well-informed financial decisions, and build a stable future with greater confidence. Don’t miss this opportunity to gain valuable knowledge and take meaningful steps toward a well-planned retirement. Register now to get started.

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.