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Caterpillar Employees: Early Retirement Access and What It Costs Without a Plan

Datum

Donnerstag, 17. September 2026

Zeit

12:00 America/Los Angeles

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Agenda

About this event

Retiring before age 65 can sound appealing, but many Caterpillar employees underestimate the impact of healthcare costs, taxes, and income planning. A retirement date that looks achievable on paper may raise unexpected questions once the details are examined. In this webinar, you'll learn about common planning gaps and key factors that can influence an early retirement decision. Join us to discover what Caterpillar employees should consider before making the leap into 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 Caterpillar. 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


Michael Corgiat

Michael Corgiat is an SVP, Financial Advisor at Wealth Enhancement. He has been working with corporate employees for many years and is very familiar with your benefits. He has helped hundreds of corporate employees from working to a successful and enjoyable retirement.