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AT&T Employees: 7 Critical Steps to Take Before You Retire

Date

Wednesday, April 29, 2026

Time

12:00 PM America/Los Angeles

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Agenda

About this event

Preparing for retirement involves a series of important decisions and administrative steps. This webinar outlines seven key areas AT&T employees should review before leaving the workforce, including benefits elections, retirement accounts, and healthcare planning.

We’ll also discuss income coordination, beneficiary updates, and timing considerations. Attendees will leave with a practical checklist to help guide their transition 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 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.