Chevron Employees: Penalty-Free Retirement Fund Access Before Age 59½

Date

Tuesday, August 25, 2026

Time

10:00 AM America/Los Angeles

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Agenda

About this event

Thinking about leaving Chevron before age 59½? Many employees don't realize that accessing retirement funds too soon can lead to unexpected penalties or tax consequences. In this webinar, you'll discover how the Rule of 55 and 72(t) payments work, when each may apply, and how they can fit alongside CVX pension benefits and retirement income needs. We'll break down these strategies in clear terms to help you evaluate your options before making important retirement decisions. Reserve your spot to learn what opportunities may be available before you leave the workforce.

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 Chevron. 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

Wesley Boudreaux

Wesley Boudreaux is an SVP, Financial Advisor at Wealth Enhancement. He has been working with corporate clients for more than 20 years, allowing him to become very familiar with corporate benefits plans. This allows him to provide you a full understanding of your benefits as you transition into retirement. Making a single mistake during this period can cost you greatly and Wesley will help you avoid these mistakes and truly understand and achieve your retirement goals. Prior to joining The Retirement Group, Wesley held positions as a Financial Advisor at Fidelity Investments, UBS, and Morgan Stanley Smith Barney. This has given him the unique experience of working at a discount brokerage firm and 2 major wirehouse firms. Understanding the pros & cons of these firms, led him to make the move to an independent firm (The Retirement Group) allowing him the opportunity to provide Fortune 500 clients with unbiased solutions. MarketWatch, along with several ABC, NBC & Fox Affiliates have featured Wesley's articles.

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