Library

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 […]

Webinar

Timing Your BP Retirement

Choosing the right date to retire from BP is complicated because of the multiple variables at play. Your circumstances are unique and can be affected based on the date you choose. Watch the replay as we take an in-depth look at how these benefits determine the best date to retire from BP.

Webinar

How BP Employees Can Maximize Savings Using Their Retirement Benefits

BP offers employees generous retirement benefits. If you’re a BP employee, this webinar can help you make sure you’re saving efficiently and making the most of the retirement plans the company offers. 

Webinar

How to Start a Consulting Business

In this webinar, our experts discuss the major factors to consider before starting a consulting practice. Learn more about the tax opportunities and other factors to consider before venturing out on your own.

Webinar

How Inefficient Savings Strategies Could Cost Shell Executives Thousands

It’s human nature to worry about unfamiliar things, and the “right amount of savings” is certainly a big unknown. If you’re a Shell employee concerned about your savings plan for retirement, this webinar will help you take full advantage of the savings opportunities through Shell’s robust retirement plans and benefit offerings.

Webinar

How High Income Families can Save on College & Taxes

Do you have an appropriate college savings plan? If you plan on providing funds for your children to go to college, you should think about incorporating the cost of education into your financial plan.