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AT&T Employees: Retirement Planning That Goes Beyond Your 401(k)

Data

Quarta-feira, 15 Abril 2026

Horário

12:00 America/Los Angeles

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About this event

While a 401(k) plan is an important component of retirement savings, many employees rely on several sources of income during retirement. This webinar explores how pensions, Social Security, personal savings, and other assets can work together.

We’ll also discuss planning considerations related to healthcare costs, taxes, and income timing. Attendees will gain a broader view of retirement planning beyond a single account.

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.