Educational Events Designed for Energy Professionals

Join our specialists for in-depth discussions on topics that impact your financial future.

Our specialists translate complex financial considerations into clear strategies, whether it’s choosing pension elections, managing deferred compensation, or timing equity decisions. With decades of experience guiding Fortune 500 executives, including many in the energy sector, we help you act with clarity and confidence.

Featured Event: Webinar

Q3 2026 Stock Market Update

Join us for our quarterly market update, where Nick Johnson, CFA®, CFP®, CEO & CIO of Willis Johnson Wealth, presents an in-depth analysis of where our economy currently stands and offers actionable tactics to consider for your investment strategy.

Thursday, August 20th - 12PM CT

WEBINARS

Thursday, July 9 - 12PM CDT

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WEBINARS

5 Tax-Efficient Ways BP Professionals Can Save Over $80,000 in 2026

Thursday, July 9 - 12PM CDT

WATCH NOW

WEBINARS

Shell Professionals Can Save Over $80,000 In Tax-Efficient Ways in 2026

Thursday, July 9 - 12PM CDT

WATCH NOW

EVENTS

Educational Events Designed for Energy Professionals

Featured and Upcoming Events

Q3 2026 Stock Market Update

Willis Johnson Wealth On Demand

Leaving Dow? Tax, Benefit, and Retirement Decisions to Review Before You Exit

Shell Retirement Planning: 6 Crucial Timing Decisions to Get Right

6 Chevron Retirement Timing Mistakes That Could Cost You Thousands

5 Benefit Elections That Can Impact Your Taxes After Leaving BP

You Make $200K+… So Why Doesn’t It Feel Like It?

Stock Market Update - Q2 2026

Chevron Professionals Can Save Over $80,000 In The ESIP in 2026

Thursday, July 9 - 12PM CDT

5 Tax-Efficient Ways BP Professionals Can Save Over $80,000 in 2026

Thursday, July 9 - 12PM CDT

Shell Professionals Can Save Over $80,000 In Tax-Efficient Ways in 2026

Thursday, July 9 - 12PM CDT

Coffee & Crypto Event: A Fireside Chat About Investments & The Economy

9 Red Flags to Avoid When Hiring a Financial Advisor

6 BP Benefits to Maximize Today for Future Financial Preparedness

Your Six-Point Checklist to Navigating Your Retirement Benefits From BP

4 Steps to a Successful BP Severance

6 Chevron Benefits to Maximize Today for Future Financial Independence

Navigating Your Chevron Retirement Benefits

6 Ways to Transform Your Shell Benefits Into Financial Preparednes

10 Strategies for Saving & Investing During a Stock Market Pullback

6 Mistakes That Can Wreck a Shell Retirement

6 Mistakes That Can Wreck a BP Retirement

6 Mistakes That Can Wreck a Chevron Retirement

401(k) Mistakes to Avoid for Tax-Smart Shell Professionals

7 Ways BP Executives Can Save More in the ESP

Here are 9 Ways to Get More in the ESIP for Chevron Professionals

Navigate Your Shell Retirement Benefits with Confidence

Navigating the Ins & outs of a Shell Lay-Off

4 Steps to a Successful BP Severance

4 Steps to Evaluating Your Chevron Severance and Maximizing Your Benefits

Dow Severance Checklist

Tax Mistakes for High-Income Professionals

10 Costly Tax Surprises from Working Abroad as an Expat or Earning Foreign Income

Plan & Protect Your Legacy: Estate Planning Checklist