EDUCATION CENTER

We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the transitioning employee. The Retirement Group educates employees who are transitioning or retiring from Fortune 500 companies throughout the United States.

Step 3: Browse our Resources


➡ Watch Our Webinars On Various Topics

➡ Check Out Our E-book Library

➡ Listen To Our Podcasts From Our Advisors

➡ Schedule A Call With An Advisor

Our Top Webinars

 

Picked just for you!

These specially designed guides and webinars offer valuable insight into the retirement process. Inside, you'll find specific information that can help you with the important decisions that affect you and your family’s well-being.
 
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The Retirement Group Retirement / Transition Guide

This guide includes general retirement strategies aimed at helping employees identify their available options.

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Listen to our Top Podcasts

Download our Most Popular E-books

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What Has Worked in Investing

In this book, we'll weigh the pros and cons of a value investing strategy versus a growth investing strategy.

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Lump-Sum Vs Annuity

In this book we'll evaluate pension and lump sum trade-off consideration factors.

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What to do with an Early Retirement Offer?

What to do with an Early Retirement Offer? Many companies offer employees early retirement packages to encourage them to leave. In this book we address major client concerns encountered in retirement.

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Learn More About Our Retirement Advisors & Support Team

tyson-mayvar

Tyson Mavar RICP®

SVP, Financial Advisor at Wealth Enhancement 

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Kevin Won CFP®, CRPC, CCPS, CTS

Senior Corporate Client Consultant | Corporate Clients 

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Neva Bradley CFP®

Senior Corporate Client Consultant | Corporate Clients 

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westley-boudreaux

Wesley Boudreaux

SVP, Financial Advisor at Wealth Enhancement 

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patrick-ray

Patrick Ray

SVP, Financial Advisor at Wealth Enhancement 

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kevin-landis

Kevin Landis CFP

SVP, Financial Advisor at Wealth Enhancement 

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Paul Bergeron (1)

Paul Bergeron MBA

SVP, Financial Advisor at Wealth Enhancement 

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Carlos Hernandez

Client Services Manager at Wealth Enhancement 

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michael-corgiat

Michael Corgiat ChFC

SVP, Financial Advisor at Wealth Enhancement 

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Brent Wolf CFP

SVP, Financial Advisor at Wealth Enhancement 

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Krista-Knittel

Krista Knittel

Senior Client Services Associate
Brendan-Wolf

Brendan Wolf

Client Services Associate