Complimentary Retirement Lunch Workshop for PG&E employees.

Topics Include:
 What steps to take when receiving a severance?
 How to identify the most appropriate pension option.
 What do I need to know about the tax treatment of my severance?
 How to minimize taxes and penalties during the retirement planning process.
 What are the advantages of a retirement specialist vs. a generic financial planner?
Vist us on the web at theretirementgroup.com

FAQs
Are there ID requirements or an age limit to enter the event?
Our workshops are for individuals who are getting close to retirement. The information we cover may not be as relevant for someone who is younger.
What can/can't I bring to the event?
You can definitely bring a guest or spouse. Please cal 800-900-5867 to rsvp for yourself and a guest (or two guests!).
Where can I contact the organizer with any questions?
You can call 800-900-5867 or email [email protected]
Is my registration/ticket transferrable?
Yes, if you can not make the workshop for whatever reason you can give the ticket to a co-worker. We do ask that they call us at 800-900-5867 to let us know they are coming.
Can I update my registration information?
Yes, please call our office at 800-900-5867.
Do I have to bring my printed ticket to the event?
No, once you have registered that is all you need to do.
What is the refund policy?
Our workshops are no obligation and complimentary so there is zero cost.
 
Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor, FSC Securities Corporation and Verizon are unaffiliated companies. *This is a complimentary service is neither approved nor endorsed by PG&E.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Fees are incurred when assets are under management of advisors affiliated with The Retirement Group. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when  coordinated with individual professional advice. Accessing retirement funds through 72(t) programs are complicated and are not appropriate for all investors