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AT&T Pension Survivor Benefits: Are You Leaving Your Spouse Vulnerable?

Date

mercredi, 22 juillet 2026

Heure

10:00 America/Los Angeles

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About this event

AT&T employees must make critical pension survivor benefit decisions that will determine their spouse's financial situation for decades after their death, with the wrong choice potentially leaving their partner with dramatically reduced income or no pension payments at all. This webinar examines AT&T's survivor benefit options, analyzes the trade-offs between higher current income and spouse protection, and explores factors that should influence your decision including health, other income sources, and family circumstances. You'll learn how survivor benefit elections affect your monthly pension payments, understand the long-term financial implications for your spouse, and discover strategies to balance current income needs with family financial planning throughout retirement.

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.