Financial Planning Events

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 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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WEBINAR   

Q2 2021 Stock Market Update 

Taking a look one year from the COVID-19 stock market lows, how did the various asset classes perform on the way down, on the rebound, and over the year as a whole? Watch now for our upcoming quarterly market update where we identify the trends in global markets we've seen in 2021, address the core economic principles driving these trends, and walk through what we can expect going forward.

 

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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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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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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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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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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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WEBINAR

Common Expat Mistakes and How to Avoid Them

Navigating International Taxes & Foreign Earned Income

Whether you're moving overseas for a change of scene or for a work assignment, going abroad can be an exciting new venture. Many oil expats get inundated with information on their new home's language, customs, and currency, but fail to take note of the various financial and tax changes that come with a transglobal move. Not tending to these details, or making the wrong decision about something, could result in costly mistakes. In this webinar, we'll discuss the frequent errors we encounter with expat's tax returns, and how to prevent or correct these costly mistakes.

 

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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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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

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

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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