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AT&T Employees: 3 Steps to Choose Between the Lump Sum and Annuity

Date

Wednesday, January 21, 2026

Time

10:00 AM America/Los Angeles

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Agenda

About this event

Choosing between a lump-sum payout and a lifetime annuity is one of the most important decisions AT&T employees face at retirement. In this webinar, we’ll outline three key steps to help you compare these options, including how each works and what factors influence long-term income.

We’ll also discuss how interest rates, personal circumstances, and retirement goals can shape this decision. Attendees will leave with a structured approach for evaluating which option fits best within their overall retirement plan.

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.