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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.
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Featured and Upcoming Events

Featured Event: Webinar

Stock Market Update - Q2 2026

Markets in 2025 were anything but predictable. Amid the noise, understanding what drives returns and how to position portfolios accordingly is more important than ever. Join us for our quarterly market update, where Nick Johnson, CFA®, CFP®, CEO & Chief Investment Officer of Willis Johnson & Associates, presents an in-depth analysis of where our economy currently stands and offers actionable tactics to consider for your investment strategy.

Thursday, May 14 - 12PM CDT

Financial Planning Webinar

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

Retirement may seem far away; you may have years, or even decades, of employment standing between you and it. However, the decisions you make today will significantly impact your retirement planning success.

Thursday, May 28 - 12PM CDT

Financial Plannning Webinar

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

In this webinar,  Shell benefits specialist Brandon Young, CFP®, will cover essential aspects of Shell’s employee benefits programs that can help you prepare for your retirement, no matter how far off it may be.

Thursday, May 28 - 12PM CDT

Financial Planning Webinar

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

As a BP employee, you may wonder how to make sure you’re saving enough for retirement or if you should be using different savings options to make the most of your retirement. If you’ve built a career at BP, you should ensure you’re building a retirement future using the options it provides.

Thursday, May 28 - 12PM CDT

Willis Johnson Wealth On Demand

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WEBINARS

6 Chevron Retirement Timing Mistakes That Could Cost You Thousands

When it comes to retiring from Chevron, it’s not just what you’ve earned. It’s what you keep. In this webinar, Alexis Long, MBA, CFP®, Managing Director of Wealth Management, dives into the myths surrounding Chevron’s executive benefits.

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WEBINARS

Shell Retirement Planning: 6 Crucial Timing Decisions to Get Right

In this webinar, WJA's Sr. Wealth Manager, Shell benefits specialist, Jeff Riley, CLU®, CFP®, dives into the misconceptions surrounding Shell executive's benefits. He discusses how you could unintentionally land in the highest tax brackets by having huge lump-sum payouts upon retirement.

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WEBINARS

5 Benefit Elections That Can Impact Your Taxes After Leaving BP

In this webinar, Sarah Sikorski, CFP®, CPA, PFS, Director of Wealth Management, and WJA's BP benefits specialist, dives into the common mistakes BP executives make when taking their benefits and how to avoid them. She also discusses how selecting the wrong retirement date could cost you thousands in taxes by pushing you into the highest tax brackets.

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EVENTS

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

Join Flipping the Barrel’s Massiel Diez and Nick Johnson, CFP®, CFA®, President and Chief Investment Officer at Willis Johnson & Associates for a casual coffee-chat-style webinar where we'll demystify different types of investments, talk about their risks, and help you understand what to focus on without any of the jargon.

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