Retirement is one of life’s biggest decisions—and it can feel overwhelming.
How do you know when the time is right? Where do you start? Who can you trust to help guide you through the process?

Join us for an informative and engaging webinar led by Shawn McElderry, a seasoned Wealth Manager with decades of experience assisting AT&T employees in navigating their retirement journey. Shawn understands that every situation is personal, and a one-size-fits-all approach just doesn’t work.

“After working with hundreds of individuals over the years, I’ve learned how crucial it is to listen and tailor a retirement strategy that fits your life—not someone else’s. While friends and family mean well, their advice may not reflect your unique situation. Bring them along if you’d like—they can be an advocate and part of the process.”
— Shawn McElderry, CEO/Wealth Manager
 
What You’ll Learn:

What to consider if you recently received an Enhanced Benefit Package
When is the optimal time to start taking Social Security income?
How to access retirement income before age 59½ without penalties
What to look for when choosing a Financial Advisor
Common mistakes when signing up for medical benefits
What to do with your 401(k)—especially if you're leaving soon
Can a 401(k) loan delay or derail your retirement?
How the political landscape might impact your retirement strategy
Lump Sum vs. Annuity: Which option is best for you?
We’ll wrap up with a live Q&A session, so bring your questions!

 
Can’t attend live?
No worries—register anyway and we’ll send you the replay so you can watch at your convenience.

We look forward to having you join us!