Live In-Person Event
KEY RETIREMENT STRATEGIES FOR THE
OXY EMPLOYEE
Located at 11 Greenway Plaza, Ste. 1425 Houston, TX 77046
Wedensday, June 15th at 12:00PM CT
Presented By:
Matt Goff
Chief Investment Officer
Located in Houston, TX just minutes from Oxy HQ, Matt and his team work for several energy retirees including former Oxy employees. For the last 25+ years, he has been investing for long-term investors and sharing his knowledge with retirees who want to increase their odds of success throughout retirement.
Seating is limited. Register Now!
June
15
- 12pm Central
THIS PRESENTATION WILL START IN
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Days
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Hours
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Minutes
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Seconds
You will be sent our guide the "Three Pillars of Successful Retirement Plans: A simple Checklist to Kick-Start Your New Work Free Life" PLUS a special email offer relating to our Financial Guidance Tool.
- Discover key concepts of Net Unrealized Appreciation (NUA) and how NUA can potentially help you reduce taxes in the future.
- Uncover commonly overlooked "blind spots" regarding over-concentration in the energy sector.
- Discover three tax-efficient diversification strategies for appreciated stock.
- Get our whitepaper “Three Pillars of Successful Retirement Plans: A simple Checklist to Kick-Start Your New Work Free Life"
- Get a chance to ask questions during our live Q&A session.
- Receive a complimentary review of your current investment portfolio.
