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AT&T Pension: Lump sum or annuity—what lasts the longest?

Date

Wednesday, April 2, 2025

Time

12:00 PM America/Los Angeles

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Agenda

About this event

Join our exclusive webinar tailored for AT&T employees, where we explore lump sum and annuity strategies to protect your retirement funds. This session provides practical insights and actionable steps to help you avoid financial shortfalls in retirement. Learn how to navigate the complexities of lump sum and annuity payouts, make informed financial choices, and build a steady foundation for the years ahead.

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.