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.
newshero

Featured and Upcoming Events

BP Max Savings_2026_Featured_Graphic_Event Page_Webinar

Featured Event: Webinar

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

Walk away knowing your exact contribution amounts, rollover timing, and account priorities to maximize your BP benefits package. You'll have a clear roadmap for using tax-advantaged accounts, avoiding the most common costly mistakes, and positioning your retirement savings for tax-efficient growth.

Thursday, July 9 - 12PM CDT
Shell Max Savings_2026_Featured_Graphic_Event Page_Webinar

Featured Event: Webinar

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

As you make financial decisions now, you probably realize they’ll significantly impact your financial future and retirement security. In this webinar, you will learn about 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, July 9 - 12PM CDT
Chevron Max Savings_2026_Featured_Graphic_Event Page_Webinar

Featured Event: Webinar

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

Saving for retirement early is essential. But it can be challenging to save for the future while paying for life today. Chevron offers powerful tools to help you build wealth over time. But, the real question is: are you using them to their full potential?

Thursday, July 9 - 12PM CDT

Willis Johnson Wealth On Demand