Broker Check
20 Oct
Chevron Group Benefits Review

Description

Vision Based Planning is hosting a webinar to review the 2024 Chevron Benefits.

The live presentation will be on: Friday, October 20th at 12 pm CST.

The featured speakers are Christopher Rawson, CFP® and Bryan Bly, CFP®, Financial Advisors with Vision Based Planning, LLC.

On this live webinar, you will be presented with the following info:
- Medical PPO vs. HDHP
- HSA Funding strategies
- After Tax ESIP Funding strategies given IRC Income Limits
- After Tax Roth Converson strategies
- LTD optional coverage and Restoration Plan details
- Pension calculations and interest rate considerations
- Additional benefits that are too long to list!

Click HERE to register on Zoom.

Feel free to forward this email to any colleagues you feel may want to attend as well.
We look forward to seeing you there!

Date and Time

Fri, Oct 20, 2023

12:00p - 1:00p CST

Location

Zoom live webinar

Note

Zoom registration link is here: https://us02web.zoom.us/webinar/register/WN_VoQECeg8R8ejs3X3Bp63mQ

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Event Registration