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The Retirement Group

5414 Oberlin Dr Ste 220, San Diego, Illinois, United States

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Reviews Retirement Planning Services The Retirement Group

The Retirement Group Reviews (%countItem)

Pension Planning
My Co-worker invited my to visit online and viewed a Google Meeting type presentation on Pension Planning presented by Steve Boblis. I thought it was very materialal for ConocoPhillips employees. I told my friends they should view the Computer Web Seminar (WebinarJam etc)s from The Retirement Group too!

Web Seminar
I work for PG&E was invited to attend a online video Web Seminar (WebinarJam etc) The Retirement Group was having. The material was very helpful in explaining tax planning and how the Interest rates impact my pension. Thank you Patrick Ray for the presentation I will be calling soon.

PG&E Employees
I was invited to attend a WebinarJam on tax planning for PG&E Employees. Steve Boblis did a great job. I'll be giving them a call to set up an appt using WebinarJam for free 15 minute discussion. they sent us food from Ubereats but The food they delivered was cold and the delivery guy dressed like a homeless person and looked dirty. I need help with deciding when I should retire from PG&E as I have a disabled daughter and want to make sure she is taken care of.

Conoco Employees
I attended a Zoom video group meeting on 401k mistakes for Conoco Employees. Steve and Wesley and TRG did a great job. He really helped me understand more about inflation and how it affects my 401k. I'll definitely attend more Zoom video group meetings from The Retirement Group.

I really liked the Webex
I attended a zoom on tax planning for Chevron employees. Wesley and the TRG staff did a great job. I'll be giving them a call to set up an appointment. I need help with deciding when I should retire from Occidental Petroleum as I have a disabled daughter and want to make sure she is taken care of.

Tax Planning for Chevron Employees
I received my quarterly reminder to attend a zoom on tax planning for Chevron Employees. Paul/Wesley did a great job. I'll be giving them a call to set up an appt using Zoom for free 15 minute discussion. they sent us food from Ubereats but The food they delivered was cold and the delivery guy dressed like a homeless person and looked dirty. I need help with deciding when I should retire from AT&T as I have a disabled daughter and want to make sure she is taken care of.

Zoom-Webex on Tax Planning
I work for Conoco And attended a Zoom-Webex on Tax Planning. The information was very helpful and informative, especially the part about 72t as I really had no idea how that worked. Thank you Paul and Brent for the presentation! I used the link at the end of the presentation to book an appointment. It was so convenient!

I really liked the Webex
I really liked the Webex I viewed online for Kaiser Permanente employees. After working at Kaiser Permanente for 23 years 48 days and 6 hours I am ready to call it quits. Problem is I learned based on my age I need to stay 77 days to get to age 55 so I do not have age penalties. I really liked the Webex I viewed online for Kaiser Permanente employees. Been to some before that make you feel pressured and talk over your head. Not the case with The Retirement Group. They make you feel comfortable and provide ideas that can help me now.

My Pension Planning
I really appreciated the Zoom-Webex hosted by Wesley Boudreaux. I have attended some before that make you feel pressured and talk over your head like I don't understand anything. The Retirement Group made me feel comfortable and provided ideas that can help me now. Like having a plan in place and understanding Interest Rates and how they affect my Pension.

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Address: 5414 Oberlin Dr Ste 220, San Diego, Illinois, United States


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