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Retiring in 2027? 7 Decisions to Make Before the Year Ends

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Четверг, 19 Ноября 2026

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About this event

If retirement is on your calendar for 2027, waiting too long to prepare could leave important decisions compressed into your final months of work. Healthcare, Social Security, taxes, and retirement income all require careful planning before your retirement date arrives. We’ll walk corporate employees through seven key decisions that can help you build a clearer retirement timeline. Reserve your spot to learn what you can start addressing now.

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 your company. 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.