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Healthcare Workers: The Retirement Date Decision That Changes Everything

Datum

Donnerstag, 1. Oktober 2026

Zeit

12:00 America/Los Angeles

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Agenda

About this event

Choosing the wrong retirement date can cost healthcare employees thousands of dollars in lost pension income, benefit eligibility gaps, and missed financial planning opportunities. This webinar examines the factors that make retirement date selection so critical for healthcare professionals, including pension calculation cutoffs, healthcare coverage transitions, and Social Security coordination. You will leave with a clear framework for identifying the retirement date that works best for your financial situation and personal goals.

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 Healthcare. 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


Carlos Hernandez

Carlos launched his career in financial services in 2020, beginning as a registered rep with New York Life, before joining The Retirement Group in 2021 as an operations manager working with six financial advisors. He has been with Wealth Enhancement since 2024, where he focuses on corporate employee financial planning, is responsible for managing client relationships, overseeing operations, and helping with new business development for the Mavar team.

Carlos lives in San Diego, California where he enjoys camping, hiking and all kinds of outdoor activities. He tries to visit two new national parks each year and is currently on #12. A foodie at heart who also enjoys watching baseball and MLS soccer with his family and friends.

Education
BS – Business Administration/Finance/International Relations, California State University, Chico, CA