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Help us make it rightThe Retirement Group LLC specializes as a financial advisory group providing transition planning and lump sum distribution. Based in San Diego, Calif., the firm offers a wide range of financial services, such as tax planning, investments plans, financial planning and insurance planning, to name a few. It also provides estate planning, personal finance and retirement plans services. The...
The Retirement Group educates employees that are transitioning or retiring AT&T, Qwest, Chevron, Hughes, Northrop Grumman, Raytheon, ExxonMobil, Glaxosmithkline, Merck, Pfizer and Verizon through monthly newsletters and seminars given throughout the United States. Our knowledgeable representatives will educate you through our workshops that we conduct monthly in your area. Please attend a free...
Every few months I go to the workshops for Texas Instruments by The Retirement Group in Dallas. They are always informing us on updated news about retirement planning and benefits from TI. I always tell my coworkers about these workshops because they offer great advice. But, I never eat the free lunches they provide because I’m a vegetarian and the food always includes meat. These workshops are really great, I am going to continue to attend to them whenever I can.
Tyson Mavar recommended I go to The Retirement group seminar on tax strategies. A lot of information is covered in a short time, but I learned some good stuff and left with a full belly ( even if the food was cold by the time I ate). Tyson talked to me after about my personal retirement situation. Good use of time I would say.
The Retirement Group was the name suggested to me by my friends when they saw me worrying about my finances after the retirement. I attended their seminars and was impressed by their knowledge of Fidelity Netbenefits, 401Kplans and Verizon’s Pension. They helped me design the investment and tax portfolio to maximize the returns. Except for the food, Thumbs UP for the seminar and the speaker too!
I was actually referred to this seminar by a coworker who had been to the Retirement Group seminar for Boeing. I admit I was a little reluctant, but I'm really glad I went. Richard Gigliotti was the speaker and he gave valuable information. Only complaint was that his voice was a little monotone.
I’m employed at one of the well-known software companies and will be retiring in the coming February. As I have no idea of retirement planning, I was feeling stressed. My company suggested me to attend seminars by The Retirement Group. The expert there though was slow in talking but had immense knowledge about the investment planning, Verizon’s Pension Plan, 401k Plans and Fidelity’s...
I always attend the seminar presented by The Retirement Group for Sempra. They are marvelous. In every new seminar they have something uncommon to declare and make us aware of it. They always come up with the...
We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the transitioning corporate employee. Please call 800-900-5867 to speak with a Customer Service representative who will assist with the login process to view your Savings Plan or Pension Plan online. Although the Retirement Group is not affiliated with Netbenefits,...
The Retirement Group LLC specializes as a financial advisory group providing transition planning and lump sum distribution. Based in San Diego, Calif., the firm offers a wide range of financial services, such as tax planning, investments plans, financial planning and insurance planning, to name a few. It also provides estate planning, personal finance and retirement plans services. The...
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