I attended a Zoom-Webex on tax planning for Chevron employees. Wesley and Steve did a great job. I'll be giving them a call to set up an appointment. I need help with deciding when I should retire from Occidental Petroleum as I have a disabled daughter and want to make sure she is taken care of.

After 4 hours of video meeting per day the desire of getting on another video call was distasteful and honestly just sick and tired of looking at my screen I was coerced to see a Virtual Retirement and Benefits Seminar on Pension planning for Chevron employees. The Word choice has now changed from Covid, Delta Omicron variant , epidemiologist, virology test kits , and false positives replaced by Words like lump vs annuity, age penalties, NUA and age penalties, interest rates, health care increases Wesley and Steve did a great job. I had so many questions on the Interest Rates and how they affect my Pension at AT&T. I'll be giving them a call to set up an appt using Zoom for free 15 minute discussion.

I really admire the Computer webinar (Zoom etc) hosted by Paul/Wesley. I have was invited to attend some before that make you feel pressured and talk over your head like I don't understand anything. The Retirement Group made me feel relaxed and provided ideas that can help me now. Like having a plan in place and understanding Interest Rates and how they affect my Pension.

I signed up for a google meet video on on 401 k mistakes for Chevron employees. Paul/Wesley did a great job. He really helped me understand more about inflation and how it affects my 401k. I'll definitely attend more online Zoom webinar (Zoom etc)s from The Retirement Group.

We attended the CWA sponsored presentation from a flyer we received in the mail or on the site. I do not really remember It was a computer generated classes on Zoom for AT&T employees mostly non management presented by Tyson Mavar. He discussed tax planning, pension and a few more things I thought could be useful to know more about. I am definitely going to call them to set up an appointment. Been to some before that make you feel pressured and talk over your head. Not the case with The Retirement Group. They make you feel comfortable and provide ideas that can help me now with my AT&T Savings Plan.

My Coworker invited me to visit online and viewed a Microsoft Teams-Citrix type presentation on Kaiser Permanente Pension Planning presented by Steve and Tyson. I thought it was very informative. I told my friends at Kaiser Permanente they should watch the Webinar from The Retirement Group too!

I attended a Zoom-Webex on tax planning for Conoco Employees. Tyson Mavar did a great job! I'll be giving them a call to set up an appointment. I need help with deciding when I should retire from Conoco as I have a disabled daughter and want to make sure she is taken care of.

I am incredibly relieved to have found The Retirement Group. It feels so comforting to know that Brent truly cares about my Chevron retirement planning needs and goals. The investment recommendations and strategies are tailor-suited just for me. I feel valued as a client and I feel I matter to him. I am sure I am not the largest account but I know I am being heard. He understands my risk tolerance and Chevron retirement planning goals and provides me with a portfolio that meets my ongoing needs. I told my coworkers at Chevron about The Retirement Group and the webinars they do. I was so thrilled when they sent me a box of cookies as a thank you for referring my friends to them. Those peanut butter cookies are the best, better than even my grandmother makes!

Tyson helped me in 10 cases to get insurance for my relatives. He is so responsive and knowledgeable; I have no complaints with his service we receive. It is not all about selling insurance. He also guides you to make the best decisions for you. His assistant Angie is very knowledgeable and professional. They are very passionate about what they are doing. He truly hit the mark for me and many of my friends at AT&T. I feel important, valued and listened to when I talk with him on the Zoom meetings we have. Many great experiences and I will definitely work with them again!

If you are going to meet with someone about your finances, make sure the person is not selling you something. I received an independent, unbiased financial assessment from Michael Corgiat and it was complete, thorough, and relevant to my retirement from AT&T. I have spoken to other reps who made it so hard to understand then, but Mike at The Retirement Group made everything so easy!