Financial Planning Events

WEBINAR   |   Thursday, February 11th, 2021 

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 

Q1 2021 Stock Market Update 

2020 was nothing short of eventful for the US economy, but more importantly, what will 2021 have in store? Register now for our first quarterly market update of the year where we'll reflect on the changes and findings late 2020 brought our way and what we can expect as we kick off 2021.

 

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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

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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