U.S. Capital Advisors - The West Group
Wednesday, January 27th at 12:00 pm
covering:
ExxonMobil Pension Plan
&
Voya ExxonMobil Savings Plan
Click the Button Now to Join Us for a Live Broadcast Wednesday, January 27th at 12:00pm
After last year's response to our ExxonMobil Savings and Pension Webinar, our team has decided to kick off our webinar series in 2021 with another special session. As a reminder, reservations for this session are limited and tend to fill up fast, so make sure to click the link above to register for your spot early! As always, we will be answering your questions LIVE so click the button above to send us your questions and make plans to join us!!!
Here Are the Details for This Special Presentation
- When is it? Wednesday, January 27th @ 12:00pm
- Where is it? Join in from your laptop, desktop, tablet, or mobile device
- Who's speaking? Matt West, Senior Managing Director and Founding Advisor at U.S. Capital Advisors. Nate Galloway, Financial Advisor at U.S. Capital Advisors
- Why should I be there? Learn specifics about the ExxonMobil Pension and Savings Plans and get your questions answered LIVE!
- What's it all about? Managing your investments, retirement plans, and personal savings in the midst of a global pandemic
25+ Years of Industry Experience
Matt West is a Senior Managing Director and Founding Advisor at U.S Capital Advisors (USCA). He began his career in the financial services industry at PaineWebber after graduating from Stephen F. Austin State University in 1994. Subsequently, he moved on to Merrill Lynch where he was selected to provide leadership and guidance to new financial advisors in the Professional Development Program (PDP).
He joined USCA in 2010 from UBS Financial Services where he completed the required coursework and was selected into the Portfolio Management Program (PMP).
Matt focuses on comprehensive financial, retirement and wealth management planning almost exclusively for retirees. Having spent his entire career in the financial services sector he recognizes the importance of planning-based wealth management.
During This Free Live Event, We Plan to Cover:
- The Investment Options Offered in the ExxonMobil Savings Plan. What is the difference between Equity Units and Extended Market Units? How can you track them using real-time indexes?
- Lump Sum Pension Rates and How They Affect Your Retirement Savings. What is the difference between "Segmented" and "Grandfathered"? How are the rates set? How and why do they affect your lump sum amounts?
- ExxonMobil (XOM) Stock and Net Unrealized Appreciation (NUA). What is NUA and how can it help you in retirement? How can you lower the cost basis of your XOM stock and possibly give yourself more NUA at retirement?
- What to consider when managing your savings plan and/or 401(k). What considerations should be taken before making moves in your savings plan? How can you help yourself get ready for retirement?
- Answer Your Questions Live. This is not a pre-recorded training. Join us live and we will answer your savings and investment questions after the presentation.
The information contained herein has been assembled for your assistance and convenience. It is believed to be reliable; however, its accuracy cannot be guaranteed. Neither U.S. Capital Advisors nor its Financial Advisors
provide tax or legal advice.
Internal Approval A20-178
Securities offered through USCA Securities LLC, member FINRA/SIPC
Investment advisory services offered through USCA RIA LLC and USCA Asset Management LLC
Municipal advisory services offered through USCA Municipal Advisors LLC, MSRB registered