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Corporate Pension Planning: Will Rising Interest Rates Reduce Your Pension Value?

Data

martedì, 6 ottobre 2026

Orario

12:00 America/Los Angeles

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Programma

About this event

A small shift in interest rates can change a pension lump sum by tens of thousands of dollars, yet many corporate employees are unsure how or when to respond. This webinar explains the connection between interest rates and pension values, why timing matters, and what current market conditions may mean for your retirement plans. Join us to gain a practical framework for evaluating your pension election and making more informed decisions as rates continue to change.

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.