Don't Leave Money on the Table: How to Maximize Your Chevron Retirement & Severance
Автор: Insight Wealth Strategies, LLC
Загружено: 2025-02-18
Просмотров: 211
Описание:
Are you a Chevron employee facing a career transition or planning for retirement? Whether you're considering your options or navigating a severance package, this webinar provides financial strategies to help you maximize your benefits and secure your future.
🚀 What You’ll Learn:
✅ How rising segment rates impact your pension lump sum—and what you can do about it
✅ Strategies to optimize your severance package and reduce tax liabilities
✅ Stock options & NUA: Smart moves to minimize taxes and preserve wealth
✅ Cash flow planning to sustain your lifestyle through retirement
✅ Healthcare cost considerations after leaving Chevron
✅ Real case studies of Chevron employees we’ve helped—including a couple we guided through the last EOI event in 2020
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#ChevronRetirement #FinancialPlanning #SeveranceStrategy #RetirementPlanning #CareerTransition #WealthManagement
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