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7 Items to Complete BEFORE Leaving ConocoPhillips

Date

Wednesday, September 17, 2025

Time

12:00 PM America/Los Angeles

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Agenda

About this event

For ConocoPhillips employees nearing retirement, careful planning is essential. This webinar will outline seven critical steps to consider before leaving the company, including reviewing your pension, understanding healthcare options, and preparing your retirement income plan.

We’ll also highlight how company benefits connect with other resources such as Social Security and personal savings. By the end of the session, you’ll have a clear framework for the steps to take as you approach 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 ConocoPhillips. 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.