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Workshop: Understanding Your Retirement after Chevron

April 20, 2016Events & AnnouncementsJana Franco

 

retirement planning

Workshop Details:

  Location: Chevron Federal Credit Union                             Address:   250 Industrial Rd., Pascagoula, MS 39581

Time:        11:30 AM

Date:         May 19th, 2016

We will help answer questions such as:
  1. Should I take my pension as a lump sum?
  2. How do I protect my assets from Long Term Care Costs?
  3. What strategies are available to reduce my taxes in retirement?
  4. What investment options are available for my ESIP after 59 ½?
  5. What decisions do I need to consider before I officially retire?
  6. How much Chevron stock should you own in retirement?

Please join us for this educational workshop. Wealth CAPS will provide lunch during the presentation.

Retirement Planning ties all of the variables facing your future retirement together. Before you invest a single dollar in a particular investment you should have a clear plan that clarifies why each investment is part of the overall plan.

PLEASE RSVP by Calling: (228)334-5018 or email: Justin@WealthCAPS.com

Tags: Chevron, Investing, job market, mississippi, ocean springs, pascagoula, Planning, questions, Retirement, Retirement planning, Workshop
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We are an independent financial service firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Financial planning, investment advice and insurance provided through Business-owner Strategies Group, LLC a North Carolina Registered Investment Adviser and Licensed Insurance Agency d/b/a BSG Advisers. Wealth CAPS does not provide legal or tax services.

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