Financial Planning Webinar
Join FTB’s Jamie Elrod and Alexis Long, CFP®, Managing Director of Wealth Management at WJW for an actionable webinar built specifically for energy professionals navigating these challenges and long-term planning decisions.
Financial Plannning Webinar
After a long career with Shell Oil Company, selecting a retirement date can be quite complex. As a Shell employee, do you know how your chosen retirement date impacts your retirement funds?
Financial Planning Webinar
As a BP employee, do you know the retirement date you choose can significantly affect your retirement funds and tax bill? After a long career at BP, picking a retirement date that best utilizes your benefits can be complicated.
Financial Planning Webinar
When it comes to retiring from Chevron, it’s not just what you’ve earned. It’s what you keep. Your lump-sum pension, RRP, salary, and bonuses can all add up fast. But without the careful timing and tax coordination, you could potentially end up paying more in taxes than you need to, or worse, decrease your retirement income.
