Broker Check
17 Oct
Chevron Group Benefits Review


Vision Based Planning is hosting a webinar to review the 2025 Chevron Benefits.

The live presentation will be on: Thursday, October 17th, 2024 at 12:00 - 12:30 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 Conversion strategies
- LTD optional coverage and Restoration Plan details
- Pension calculations and interest rate considerations
- Additional benefits that are too long to list!

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

Click HERE to register on Zoom.

Date and Time

Thu, Oct 17, 2024

12:00p - 12:30p CST


Zoom live webinar


Zoom registration link is here:


Event Registration