Special Telecom Employee Training
The top 3 ways Telecom employees can leave the company with the most amount of money
AT&T Employees: Have confidence that you have a plan put in place to overcome any obstacle the company can throw at you by understanding exactly how your pension and 401k work to allow you to leave the company with most amount of money.
Just a few steps away from watching the webinar.
We Are The Authority On Telecom Benefits
About Us
18 years of experience RICP Tax Specialist AT&T Benefits Knowledge Ernst and Young Senior Planner Fiduciary Top 40 under 40 MBA Results Driven Process And Systems Financial Education Speakers Coached Thousands of AT&T Employees
Here's a glimpse of what you'll learn...
Learn how to access your retirement money, even if you're under 59.5. How to choose the best date to leave the company and not ruin your financial plan. Clarity on your financial position in case you don't get to work as long as you expected. Understand how to reduce your stock market risk in the 401k. We share with you the entire process which allows you to make educated decisions on your benefit and retirement plans, to reduce or eliminate the stress of trying to figure this out on your own.
Get Ready To Take Some Notes!
As a gift for registering,
we'll email you a copy
of the
Telecom Transition Guide.
Learn about:
The 3 different groups of employees, and how this effects access to their retirement accounts. The rules of the pension. Accessing the 401k and the different programs available to avoid penalties. The rules of the company insurance plans. How to integrate Social Security and Medicare into a retirement plan. How to choose the right Financial Advisor.
Meet The Team
We are an independent financial advisory firm that works collectively with you to give you the unbiased advice you need to have a successful retirement. We're small enough to know you, with big enough resources to satisfy all your financial planning needs. Our primary responsibility is you. We keep a deep bench to give you the confidence that you will never outgrow our services.
Jeremy Keating
MBA | Financial Planner