Key Retirement Strategies for Oxy Employees (Online)
Take a short walk over to 11 Greenway Plaza for our in-person lunch and learn series, where you’ll learn critical steps you can take now for a more successful retirement.
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.
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