Retirement Education Events for Oxy Employees
As an independent advisor, we offer ongoing in-person retirement educational workshops and webinars that specifically cater to employees of Occidental Petroleum. Our events are free to attend and available at different times and formats to accommodate your schedule and preferences. Please select a class below to view details and fill out the registration form to join.
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As an independent advisor, we help Occidental Petroleum employees transition to retirement.
After decades of service in the volatile energy sector, retirement presents its unique challenges. Highly appreciated and large concentrations of company stock, periods of rapidly changing commodity prices, and decisions regarding when and how to take your pension are all factors that can drastically impact your long-term financial security in retirement.
That’s where we come in.
Located just minutes from Occidental Petroleum’s headquarters, we’ve helped many clients retire from Oxy and other companies in the energy sector. Given this experience, we understand the unique challenges and opportunities you face as an energy professional approaching retirement.