Are you affected by AT&T's return-to-work mandate and hub consolidation? It has left many managers concerned about their options and their future with the company. No matter what decision you make - moving to a hub or leaving your job - there are several factors you should consider.
- What are my Medical insurance options?
- What are my 401(k) and Pension payout options?
- When can I expect income from my benefits?
- Would I be unemployment eligible?
If the new announcement has you rethinking your time at AT&T, join us for a complimentary lunch to learn more about creating your financial exit plan.
Lunch & Learn Details:
Wednesday, June 14, 2023 - 11:00 am CDT
The Fish Market Restaurant - 1681 US-31, Hoover, AL 35216
Hello, I'm Billy, and I'm here to help you with all things AT&T and more. Having worked with AT&T retirees and current employees over the last decade, I know it's challenging to understand your benefits plans. I can help guide you through the complicated process of planning for your financial future.
What are your goals and objectives? The relationships I've formed with my clients over time have shown me that wealth management is more than just investing money. I want to teach you how to protect and preserve your wealth. I will work to gain your trust by planning for what matters to you most. Together, we’ll build a solid financial plan for your top goals.
Please attend an upcoming event or schedule your free consultation and let’s get ready for what lies ahead.
Securities offered through LPL Financial, member FINRA /SIPC . Investment advice offered through Merit Financial Group, LLC., a registered investment advisor. Merit Financial Group, LLC and Merit Financial Advisors are not affiliated with LPL Financial. Merit Financial Group, LLC, Merit Financial Advisors, and LPL Financial are not affiliated with nor endorsed by AT&T.
Content provided at the event is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The information in this presentation is provided for general and educational information only, and is not intended as ERISA, tax, legal, or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.