Past Events

WEBINAR

2020 Election & The Markets: What the outcome could mean for your finances

With such a long list of potential policy changes in the upcoming election, it's important to be thinking about how you should save, invest, and plan for your best long-term outcome regardless of the polling results. Join WJA President and Wealth Manager, Nick Johnson, CFA®, CFP®, as he dives into the potential financial implications of each party's proposed policies and how your financial planning should pivot to make the most of it.

 

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WEBINAR

Timing Your BP Retirement

 

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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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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WEBINAR

Q3 Stock Market Update

In recent months, we saw stocks climb in February before taking a huge tumble in mid-March. Experts believe the stock market crash of 2020 saw its low on March 23rd and that we’ve moved past the recession into a swift recovery. If we’re truly out of the recession and in a recovering market, how should we be investing and moving forward? Additionally, with the widespread panic surrounding the pandemic, what will the impact of COVID-19 be on the markets & economy over both the short and long-term? WJA President, Nick Johnson CFA®, CFP®, dives into these uncertainties and offers an in-depth analysis of where our economy currently stands.



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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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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WEBINAR

Financial Planning Strategies for Shell Retirees During Coronavirus

As a Shell retiree, do you know the COVID-19 pandemic and its economic impact effects your retirement funds? In partnership with the Shell Alumni Association (SAAGH), Nick Johnson, CFA®, CFP®, will be diving into how you can take advantage of financial planning opportunities during the COVID-19 pandemic, and how to best protect yourself during these unprecedented times.

Learn more about the Shell Alumni Group of Greater Houston here

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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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