Broker Check
10 Oct
Chevron - Open Enrollment Benefits Webinar

Description

Vision Based Planning is hosting a webinar to review the 2026 Chevron Benefits.

The live presentation will be on: Friday, October 10th, 2025 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

Fri, Oct 10, 2025

12:00p - 1:00p CST

Location

Zoom live webinar

Note

Zoom registration link is here: https://us02web.zoom.us/webinar/register/WN__D8cMxuGQuqSc3QClbofrQ

PT1H

Event Registration

Will you be able to attend this event?