14 Nov
Black Angus Dinner Event - Should I retire now before interest rates reduce my pension lump sum?


Opportunity is sometimes a matter of perspective. While the stock market is down, interest rate increases to the tune of 3% plus will dramatically affect an important part of your retirement plan- your Pension lump sum. The time could not be more perfect to have a collaborative conversation around what to do next. We can help you understand the pros and cons of retiring perhaps sooner than planned to benefit from the increase your Pension took due to the recent all-time lows in interest rates.  That is why we are hosting a timely dinner designed to answer your burning questions on this topic.  Whether you are just starting this process or looking for a second opinion we are experts in this area.  Attending this event should leave you feeling clarity around this topic to help you make an informed decision.  

We’ll dive into 8 powerful themes:
• Should I leave now considering interest rates have gone up?
• What is the best age to take social security?
• What about medical?
• How to access my 401k and pension lump sum without penalties if I am under 59 1/2?
• How to adjust my 401k to take advantage of the down market?
• Top strategies to create a successful retirement plan.
• Are there investments with guarantees?
• Why is it critical to have a written plan?

Join us on November 14th at 6:30pm PST, where we will be covering all the details facing Telecommunications employees with the rate change that will NEGATIVELY impact your pension.

Space is limited, come ready with your questions and register TODAY!

Date and Time

Mon, Nov 14, 2022

6:30p - 8:30p PST


Black Angus

3640 Porsche Way
Ontario , CA 91764
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