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AT&T Employees: Do NOT Miss These Critical Retirement Deadlines

Date

Wednesday, July 8, 2026

Time

12:00 PM America/Los Angeles

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Agenda

About this event

AT&T employees approaching retirement benefit from intentional planning that aligns financial readiness with personal fulfillment, lifestyle goals, and post-career vision rather than simply reaching arbitrary financial targets or age milestones. This webinar helps create comprehensive retirement plans that integrate pension timing, healthcare transitions, and Social Security decisions with desired retirement activities, family priorities, and personal values. You'll explore frameworks for balancing financial considerations with lifestyle goals, discover strategies for phased retirement or encore career opportunities, learn coordination techniques between AT&T benefits and personal objectives, and develop retirement approaches that reflect your values while supporting meaningful post-career pursuits and financial independence.

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement GroupĀ®. 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.