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7 Steps You NEED To Take BEFORE Leaving AT&T

Date

Wednesday, October 15, 2025

Time

12:00 PM America/Los Angeles

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Agenda

About this event

Leaving AT&T involves more than just setting a date for retirement—it requires thoughtful preparation. This webinar will walk you through seven essential steps, including reviewing your pension, healthcare coverage, and savings options.

We’ll also cover how Social Security and other income sources may fit into your retirement picture. Attendees will leave with a structured approach to the key tasks to focus on before making their transition.

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.