Exiting ExxonMobil 

In 3 Simple Steps

Join us for a complimentary three-part live webinar series addressing significant decisions ExxonMobil employees face when considering retirement or separation from service. 

Webinar Schedule 
[ Free 3-Part Master Series ]

STEP 2: Oct 1, 2020
               5:00 - 6:00PM CDT
Understanding Your ExxonMobil Benefits
You’ve got many decisions to make regarding your ExxonMobil Pension and Savings Plan benefits. We’ll cover the alternatives, explain NUA (Net Unrealized Appreciation), and talk about the mechanics of taking a distribution.

STEP 3: Oct 8, 2020
               5:00 - 6:00PM CDT
Funding Life After ExxonMobil Retiring itself can be challenging, but what comes next? We’ll explore how best to generate a monthly paycheck. That will include a discussion about asset location and tax-efficient draw-down approaches.

STEP 1: Sept. 24, 2020
              5:00 - 6:00PM CDT
Retirement Readiness 
Are you ready emotionally and financially to retire? When’s the best time to pull the trigger?

About the Hosts

Doug Garrison

CFP®, MBA | Sr. Wealth Advisor
Retired ExxonMobil Benefits Manager

Daniel Goott

CFP®, CIMA® | Principal
Advisor to ExxonMobil retirees
for 17+ years

 

"Throughout my professional life, it's been very satisfying to help people take charge of their affairs. Financial planning enables clients to focus on what's important to them. They gain greater confidence that they're not making big mistakes and that they'll not run out of money before they run out of breath."

"Financial planning is about listening to people and trying to understand where they are coming from. I love learning about clients, their lives, their views, and their families, and then putting together what I know to help them do the things they dream about without worrying about financial stress."

What people said about previous webinars

Great webinar today guys. Very informative with lots of good takeaways.

Most useful webinar I think I have ever attended. Thank you to the Investec crew! 

Love Investec webinars. Well done with useful info and opportunities to ask questions. Very impressed.

Disclaimer: Investec Wealth Strategies is not endorsed by or affiliated with Exxon Mobil Corporation.

I’m not quite ready for retirement. Can I still participate?

You sure can. The sessions are available to any ExxonMobil employee regardless of eligibility or readiness for retirement.

What if I register but can't make it?

It’s all good. We’ll email you a link to the recording of each session.

Will the session be recorded?

Yes. We will even email you a link to the recording just in case you missed out.

Can I ask questions?

Absolutely! These sessions are for you. Please enter your question in the webinar registration box above, email them to Doug at doug@investecwealth.com or bring them to the live webinar and participate during Q&A.

By clicking this button, you submit your information to the webinar organizer, who will use it to communicate with you regarding this event and their other services.

  • Are you financially and emotionally ready for your next chapter?
  • What’s the optimal timing to maximize benefits?
  • Lump sum vs. Annuity?
  • EMSP rollover? NUA? Keep XOM stock?
  • Intent to retire package. Smart form. Confused what to submit when?

Exiting ExxonMobil 


Exiting ExxonMobil 


Are you prepared for retirement?

Reserve Your Spot Now
For All 3 Sessions!

Please join us for a complimentary three-part live webinar series addressing significant decisions ExxonMobil employees face when considering retirement or separation from service. We’ll review the options you have and share our experience helping many ExxonMobil employees through the process over the past 25 years. 

Webinar Master Series:

?

Exiting ExxonMobil
In 3 Simple Steps

Join us for a complimentary three-part live webinar series addressing significant decisions ExxonMobil employees face when considering retirement or separation from service. 

Webinar Schedule 
[ Free 3-Part Master Series ]

STEP 2: Oct 1, 2020
                   5:00 - 6:00PM CDT
Understanding Your ExxonMobil Benefits

You’ve got many decisions to make regarding your ExxonMobil Pension and Savings Plan benefits. We’ll cover the alternatives, explain NUA (Net Unrealized Appreciation), and talk about the mechanics of taking a distribution.

STEP 3: Oct 8, 2020
               5:00 - 6:00PM CDT
Funding Life After ExxonMobil Retiring itself can be challenging, but what comes next? We’ll explore how best to generate a monthly paycheck. That will include a discussion about asset location and tax-efficient draw-down approaches.

STEP 1: Sept. 24, 2020
                   5:00 - 6:00PM CDT
Retirement Readiness 
Are you ready emotionally and financially to retire? When’s the best time to pull the trigger?

Please join us for a complimentary three-part live webinar series addressing significant decisions ExxonMobil employees face when considering retirement or separation from service. We’ll review the options you have and share our experience helping many ExxonMobil employees through the process over the past 25 years. 

Doug Garrison

CFP®, MBA | Sr. Wealth Advisor
Retired ExxonMobil Benefits Manager

Daniel Goott

CFP®, CIMA® | Principal
Advisor to ExxonMobil retirees
for 17+ years

 

Disclaimer: Investec Wealth Strategies is not endorsed by or affiliated with Exxon Mobil Corporation.