Financial Planning Events

WEBINAR   |    Thursday, December 16th, 2021 at 12:00 PM CST

How to Protect Your Estate Plan Against the IRS
8 Strategies to Minimize Estate Taxes

You've worked hard for what you have, so why not make the most of it and leverage existing rules to ensure that you, rather than the IRS, can keep more of what's yours. Good estate planning isn't just about the legal documents, like a will or power of attorney — It's about strategic planning and projections on an annual basis to avoid ending up in a bind when things come up or laws change. Join us as Wealth Manager and former estate planning and probate attorney Glen Rives, JD, CFP®, walks through estate planning strategies you can implement today to circumvent estate taxes in the future.

 

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ON-DEMAND WEBINAR 

3 Key Strategies to Being a Successful Investor

Many investors wonder what the key to success is when investing. How can you beat, or at least match, the market? WJA President, Nick Johnson CFA®, CFP®, answers these questions and provides an in-depth analysis of where investors go wrong and how to avoid these mistakes when creating your own strategy. Register for the webinar to learn the best way to create a custom investment strategy that can help you reach your long-term financial goals.

 

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 ON-DEMAND WEBINAR  

The 3 Biggest Tax Mistakes High-Income Earners Make Every Year

Overlooked and often unknown errors can result in double taxation, an incorrect or incomplete tax return, or expensive penalties. As a corporate executive, you have unique factors to consider before submitting your taxes — Do you have company stock,? Do you have foreign financial assets? Have you submitted all the forms you need and done so correctly? In this webinar, we'll discuss the frequent errors we encounter within tax returns from high-income earners, and how to prevent or correct these costly mistakes.

 

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ON-DEMAND WEBINAR  

Timing Your Shell Retirement

For Shell professionals, the difference between retiring at the end of one year and the beginning of the next can be hundreds of thousands of dollars in missed savings. 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, WJA President and Shell benefits expert, Nick Johnson, CFA®, CFP®, dives into the misconceptions surrounding Shell executive's benefits.

 

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ON-DEMAND WEBINAR 

Q4 2021 Stock Market Update 

Understanding where the market is headed, why certain asset classes are outperforming others, and which policy changes will impact you is fundamental for today's investors. Join Nick Johnson CFA®, CFP®, President of Willis Johnson & Associates, as he presents an in-depth analysis of where our economy currently stands and offers actionable tactics to consider for your investment strategy.

 

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ON-DEMAND WEBINAR  

7 Estate Planning Basics Today’s Professionals Need to Know

Having a comprehensive estate plan in place that compliments your existing financial strategies is a critical element in ensuring your loved ones are taken care of in the event an unforeseen circumstance arises. Join WJA Wealth Manager and former estate planning attorney, Glen Rives, JD, CFP®, as he discusses the potential legal and financial implications improper estate planning can have on families intending to transfer their assets to the next generation and how to incorporate the right estate documents to avoid those consequences.

 

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ON-DEMAND  WEBINAR 

5 Benefit Elections That Can Impact Your Taxes After Leaving BP

 

Many BP retirees will have multiple income sources to consider in their final months or years of work, with the most common being salary and bonuses, restricted stock units, excess compensation payouts, pensions, unused benefits, and severance. Navigating these complex financial opportunities related to retirement from BP can be time-consuming and difficult to discern. Every situation is different and delaying retirement might not fit every retiree’s personal situation; however, this webinar will cover the financial reasons to consider when choosing a specific date or time of year for retirement from BP.

 

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ON-DEMAND WEBINAR 

Timing Your Chevron Retirement

 

As a Chevron employee, do you know the retirement date you choose can have a major effect on your retirement funds? After a long career at Chevron, picking a retirement date can actually be quite complicated. Let’s face it: if you’re not thinking about your employee benefits, taxes, and income distribution when selecting your Chevron retirement date, you're likely to be leaving money on the table. Strategically choosing your retirement date can be the key to maximizing your Chevron retirement benefits and efficiently minimizing your overall tax burden.

 

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 ON-DEMAND WEBINAR 

What Does Biden's Tax Plan Mean for High-Income Earners?
8 Essential Financial Planning Strategies to Consider

On April 28, 2021, President Biden announced his American Families Plan, more commonly referred to as the Biden Tax Plan. For families making over $400,000, there are dramatic changes to tax brackets in personal income and capital gains, so if Biden's tax plan passes, it's important to have a plan in place so your taxes, retirement income, and estate planning aren't significantly impacted. Join WJA President and Wealth Manager Nick Johnson, CFA®, CFP®, as he discusses the potential financial implications of Biden's tax plan on wealthy families and how to incorporate financial planning strategies to lessen the impact.

 

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 ON-DEMAND WEBINAR

How to Prepare for an Upcoming Retirement from Shell:
7 Things Smart Retirees Do in Their Last 6 Months

In the final months before your last day at Shell, there are numerous benefit elections, investment, savings, and tax decisions to make. Each of these financial decisions impacts and compounds off of one another, so making even just one wrong decision can create a significant headache and tax bill in retirement. Join Director of Wealth Management, Alexis Long, MBA, CFP®, as she covers the most important considerations and action items Shell professionals need to address as they prepare to move into retirement.

 

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 ON-DEMAND WEBINAR  

6 Tax-Efficient Ways to Save Over $60,000 for Retirement This Year

Many corporate professionals know that maxing out your 401(k) is not only good for retirement, but it can help reduce your taxable income when filing your taxes. While many believe that contributing $19,500 is what it takes to max out 401(k) contributions, there are strategies that can help you save as much as $70,500 in retirement accounts in 2021. Whether your company offers a 401(k) with a generous company match, a formula-defined pension, or deferred compensation plans for executives, it’s important to have an in-depth understanding of how the plans work to ensure you're getting the most from them for your retirement.

 

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 ON-DEMAND WEBINAR

BP Professionals Can Save Over $55,000 In The ESP This Year

As a BP employee, you may wonder how to make sure you’re saving enough for retirement, or if you should be using different savings options to make the most of your retirement. If you’ve built a career at BP, you should ensure you’re building a retirement future using the options it provides to get up to a total of $64,000 into tax-preferential retirement savings ($71,500 if you’re over 50) this year.

 

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 ON-DEMAND WEBINAR

Chevron Professionals Can Save Over $55,000 In The ESIP This Year

As you make financial decisions now, you probably realize they’ll have a significant impact on your financial future and retirement security. Chevron employees have access to a host of generous retirement savings options and tax-efficient savings strategies that you can leverage to get up to a total of $64,00 into tax-preferential retirement savings ($71,500 if you’re over 50) this year!

 

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 ON-DEMAND WEBINAR

Shell Professionals Can Save Over $55,000 In The Provident Fund This Year

If a successful retirement from Shell is part of your long-term plan, this webinar will provide you plenty of useful, actionable information to put into practice as you plan for the future. We'll also discuss how to lessen the tax impact of your pension and excess benefit plan payouts and how you can combine strategies and planning tools to get up to a total of $64,00 into tax-preferential retirement savings ($71,500 if you’re over 50) this year!

 

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 ON-DEMAND WEBINAR

What to Consider When Facing a BP Severance

Whether you’re volunteering to take a severance package or are facing a mandatory one, navigating a severance package after a long career at BP can actually be quite complicated. Let’s face it: if you’re not thinking about how all these factors work together when selecting your last day at BP, you’re potentially leaving money on the table. What factors should be the biggest considerations for whether or not to accept a BP severance?

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 ON-DEMAND WEBINAR

What to Consider When Facing a Chevron Severance

Whether you’re volunteering to take a severance package or are facing a mandatory one,  navigating a severance package after a long career at Chevron can actually be quite complicated. Let’s face it: if you’re not thinking about how all these factors work together when selecting your Chevron retirement or separation date, you’re potentially leaving money on the table. How can you — a Chevron employee — make the most of a severance?

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 ON-DEMAND WEBINAR

What to Consider When Facing a Shell Severance

Navigating a severance package after a long career at Shell can be quite complicated whether you’re volunteering to take a package or are facing a mandatory one. In this webinar, presented by Nick Johnson, CFA®, CFP®, we’ll be diving into how you can take advantage of financial planning opportunities a severance presents and will focus on how to avoid selecting a separation date that could cost you thousands in taxes by pushing you into the highest tax brackets.

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