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FINANCIAL PLANNING WEBINAR | THURSDAY, JUNE 18TH AT 12 PM CT

Shell Retirement Planning:
6 Crucial Timing Decisions to Get Right

 
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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?
 
Let's face it:
If you’re not thinking about your pension, taxes, and other benefit payouts when selecting your retirement date, you’re potentially leaving money on the table.

In this webinar, WJW'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 and addresses the following concerns:

  • Taxes: How do your Provident Fund, Shell Performance Shares, pension and BRP payouts impact your tax bill in the years surrounding retirement?
  • Major Decisions: What's the biggest factor in determining your retirement date? (Hint: It's not what you'd expect.)
  • BRP Calculations & Segment Rates:  Which rates typically result in significantly higher BRP lump sum payouts and how should that factor into your retirement planning in 2026? 

  • Timing: When's a bad time to retire from Shell?

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Jeff Riley, CLU®, CFP®

With more than two decades of experience in comprehensive financial planning, Jeff provides clients with personalized strategies designed to simplify complexity, bring peace of mind, and help turn long-term goals into reality.  Jeff believes that financial confidence begins with understanding how your resources can support multiple life goals when organized effectively. He helps clients reduce the burden of managing wealth by delivering actionable recommendations with clear execution, allowing them to focus on what matters most.

Connect with Jeff on LinkedIn

 

Willis Johnson Wealth is a registered investment advisor. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Corporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein. Willis Johnson Wealth is not a CPA firm. Registration does not imply a certain level of skill or training.

© 2026 Willis Johnson Wealth. Registration does not imply a certain level of skill or training.