The Retirement Group (@TRGLLC) header
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A group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the corporate transitioning employee.

Nationwide
Joined June 2009
Photo by The Retirement Group (@TRGLLC)Photo by The Retirement Group (@TRGLLC)Photo by The Retirement Group (@TRGLLC)Photo by The Retirement Group (@TRGLLC)Photo by The Retirement Group (@TRGLLC)Photo by The Retirement Group (@TRGLLC)Photo by The Retirement Group (@TRGLLC)Photo by The Retirement Group (@TRGLLC)Photo by The Retirement Group (@TRGLLC)Photo by The Retirement Group (@TRGLLC)
Prepare Now for Big Social Security Changes Coming in 2026 bit.ly/3XTm1nA
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How Will Interest Rates Affect Choosing Between the Lump Sum and Annuity? bit.ly/48WhqX0
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Prepare Now for Big Social Security Changes Coming in 2026 bit.ly/4nVReRw
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How Will Interest Rates Affect Choosing Between the Lump Sum and Annuity? bit.ly/4nUdyLy
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The Rise of the Semi-Retired Life - Investopedia bit.ly/4nQBzTC
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The BEST 5 Places to Move to in Retirement! bit.ly/3KQ81b3
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How Will AT&T Pensions be Impacted by Changing Interest Rates? bit.ly/4qanL8K
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Will AT&T Employees be Impacted by Rising Healthcare Costs? bit.ly/4oeugpe
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How Will Interest Rate Changes Impact Chevron Pensions? bit.ly/4hci2vg
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Trusts & Estate Planning: Look After Your Legacy and Loved Ones bit.ly/43exUaD
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How Will 2026 Tax Changes Impact You? bit.ly/4qkIWFx
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7 Steps You NEED To Take BEFORE Leaving AT&T bit.ly/4mZ4MLv
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The Top 5 Places AT&T Employees Will Love to Retire! bit.ly/42vbQZ6
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ConocoPhillips Employees: Learn to Access Retirement Funds Penalty-Free! bit.ly/4337DvN
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Boeing Employees: Will a Lump Sum or Annuity Last Longer? bit.ly/4nLYjoK
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PayPal Employees: How Options Collars Can Manage Appreciated Stock Without Triggering Taxes bit.ly/4mK5xIi
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Want a steady income after retiring from #ATT? Join us for a #webinar on Wednesday, May 1st at 12:00 pm PST to learn how to transform your 401k and IRA into reliable resources for a secure, steady income stream in #retirement. bit.ly/3rpp4az
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How can #NUA boost your #ExxonMobil #retirement savings? Join us for a #webinar on Wednesday, May 1st at 10:00 am PST to increase your stock benefits within your IRA, ensuring long-term growth and tax advantages. theretirementgroup.com/lives…
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