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AT&T Employees: Lump Sum vs Annuity

Datum

Mittwoch, 6. August 2025

Zeit

10:00 America/Los Angeles

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Agenda


About this event

If you're an AT&T employee nearing retirement, understanding your lump sum options is critical for building a lasting income. In this webinar, we'll walk you through sound strategies to help you stretch your lump sum over your lifetime, plan smarter withdrawals, and navigate important pension decisions. Learn how to turn your AT&T lump sum into a steady income stream that supports your future 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 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

Tyson Mavar

Tyson Mavar is an 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.

Credits: Tyson has had articles published in MarketWatch, along with several ABC, NBC & Fox Affiliates.

Fun Fact: Tyson's uncle and cousin are characters on the hit TV show The Deadliest Catch on Discovery Channel.

Tyson received a Bachelor of Arts in Financial Economics from Western Washington University and is a Retirement Income Certified Professional (RICP®).