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ExxonMobil Employees: Company Stock Tax Strategies Before Year-End

Date

mardi, 29 septembre 2026

Heure

12:00 America/Los Angeles

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About this event

A tax-saving opportunity could be hiding inside your ExxonMobil retirement account, but the window to act may be closing. ExxonMobil employees with company stock often overlook how year-end planning can affect future taxes at retirement. In this webinar, you'll discover how Net Unrealized Appreciation (NUA) works and why December 31 is an important date for many participants. We'll help you understand whether this strategy may apply to your situation and what actions are worth reviewing. Join us before year-end to get the details.

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 ExxonMobil. 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


Tyson Mavar

Tyson Mavar is an 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.

Credits: Tyson has had articles published in MarketWatch, along with several ABC, NBC & Fox Affiliates.

Fun Fact: Tyson's uncle and cousin are characters on the hit TV show The Deadliest Catch on Discovery Channel.

Tyson received a Bachelor of Arts in Financial Economics from Western Washington University and is a Retirement Income Certified Professional (RICP®).