Senior couple meeting financial adviser for investment
FEATURED WEBINAR

Q3 Stock Market Update

July 16th at 12:00pm CST
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.
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Past Events

WEBINAR

What to Consider When Facing a BP Severance

June 30th at 12:00pm CST

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?

Watch the Recording

 

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?

Watch the Recording

 


 

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

Watch the Recording

 


 

WEBINAR

What to Consider When Facing a Shell 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 Shell can actually be quite complicated. 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.

Watch the Recording