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7 Steps You NEED To Take BEFORE Leaving AT&T

Data

mercoledì, 21 gennaio 2026

Orario

12:00 America/Los Angeles

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Programma

About this event

Leaving AT&T involves several important financial and benefits-related decisions. This webinar will outline seven essential steps to review before retirement, including pension choices, healthcare coverage, and managing retirement accounts.

We’ll also discuss how Social Security and other income sources fit into the transition from work to retirement. This session provides a clear checklist to help employees prepare thoughtfully for the next stage of life.

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.