Live In-Person Event

KEY RETIREMENT STRATEGIES FOR THE

OXY EMPLOYEE

Located at 11 Greenway Plaza, Ste. 1425 Houston, TX 77046

Wedensday, June 15th at 12:00PM CT

Presented By:

Matt Goff

Chief Investment Officer

Located in Houston, TX just minutes from Oxy HQ, Matt and his team work for several energy retirees including former Oxy employees. For the last 25+ years, he has been investing for long-term investors and sharing his knowledge with retirees who want to increase their odds of success throughout retirement.

Seating is limited. Register Now!

June
15
  • 12pm Central

THIS PRESENTATION WILL START IN

-
Days
-
Hours
-
Minutes
-
Seconds
Reserve Your Spot!

You will be sent our guide the "Three Pillars of Successful Retirement Plans: A simple Checklist to Kick-Start Your New Work Free Life" PLUS a special email offer relating to our Financial Guidance Tool. 

Reserve Your Spot!
  • Discover key concepts of Net Unrealized Appreciation (NUA) and how NUA can potentially help you reduce taxes in the future.
  • Uncover commonly overlooked "blind spots" regarding over-concentration in the energy sector.
  • Discover three tax-efficient diversification strategies for appreciated stock.
  • Get our whitepaper “Three Pillars of Successful Retirement Plans: A simple Checklist to Kick-Start Your New Work Free Life"
  • Get a chance to ask questions during our live Q&A session.
  • Receive a complimentary review of your current investment portfolio.

LOCATED MINUTES FROM GREENWAY 3