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Reviews Retirement Planning Services The Retirement Group

The Retirement Group Reviews (49)

Excellent Webinar
I really enjoyed the online video webinar (WebinarJam etc) I was invited to attend for PG&E employees. I have was invited to attend some other presentations before that make you feel pressured and talk over your head. The Retirement Group made me feel at ease and provided ideas that can help me now.

Google Meeting
My Co-worker invited my to visit online and viewed a Google Meeting type presentation on company benefits with the speaker Tyson Mavar. was invited to attend a Computer Web Seminar (WebinarJam etc) for ExxonMobil employees. I learned a lot about our retirement options which was great. It has me thinking about how I need a plan in place. In fact it is more to think about than you can imagine. Tyson Mavar was very helpful!

Paperwork Process
After was invited to check out a online video series using the software the Computer Web Seminar (WebinarJam etc) hosted by Steve Boblis on my Paperwork Process when retiring from PG&E My concerns were only partially answered after taking the course so have need help and questions on when I should start my benefit commencement however. I thought it was materialal but I think I still need help. I will call The Retirement Group to set up an appt using WebinarJam for free 15 minute discussion.

Computer Web Seminar
After was invited to check out a online video series using the software the Computer Web Seminar (WebinarJam etc) hosted by Kevin Landis on Tax planning My concerns were only partially answered after taking the course so have need help and questions. I thought it was materialal but I think I still need help. I just don't understand how inflation affects my retirement? I will call The Retirement Group to set up an appt using WebinarJam for free 15 minute discussion.

Pension planning
We struggled to get on a WebinarJam on Pension planning for PG&E Employees. Not too techy so the login crisis to the webinar was finally averted. did a great job. After being overworked on youtube videos and honestly just sick and tired of looking at my screen I was coerced to see a Virtual Retirement and Benefits Seminar on Pension planning for PG&E Employees. The Word choice has now changed from Covid, Delta Omicron variant , epidemiologist, virology test kits , and false positives replaced by Words like lump vs annuity, age penalties, NUA and age penalties, interest rates, health care increases did a great job. I had so many questions on the Interest Rates and how they affect my Pension at PG&E. I'll be giving them a call to set up an appt using WebinarJam for free 15 minute discussion.I had so many questions on the Interest Rates and tried to understand how rates affect my pension lump sum l be giving them a call to set up an appt using WebinarJam for free 15 minute discussion.

Google Meeting
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. I told my friends at PG&E they should view the Computer Web Seminar (WebinarJam etc)s from The Retirement Group too!

Computer Web Seminar
I really enjoyed the Computer Web Seminar (WebinarJam etc) I received my quarterly reminder to attend for Occidental Petroleum employees. After 23 years 48 days and 6 hours I am ready to call it quits. Problem is I leaned based on my age I need to stay 77 days to get to age 55 so I do not have age penalties. I have was invited to attend some other presentations before that make you feel pressured and talk over your head. The Retirement Group made me feel at ease and provided ideas that can help me now.

Zoom video webinar
I really liked the online Zoom video webinar (Zoom etc) I was invited to attend for AT&T employees. I have been invited to attend some other presentations before that make you feel pressured and talk over your head. The Retirement Group made me feel relaxed and provided ideas that can help me now.

Abound at our division at AT&T
With layoffs abound at our division at AT&T the CWA invited us to view a computer live Computer webinar (Zoom etc) that the Retirement Group has every Friday for information about the retirement process the benefits about it and when it is ideal to do so. I found the Computer webinar on Tax Planning (Zoom etc) very informative and knowledgeable. Steve and Wesley and TRG explained everything very clearly.

Chevron was invited to attend
I work for Chevron And was invited to attend an online Google Meeting video webinar (Google Meeting etc) The Retirement Group was having. The information was very helpful in explaining tax planning and how the Interest rates impact my pension. Thank you Steve and Wesley and TRG for the presentation I will be calling soon.

Chevron was invited to attend
I work for Chevron was invited to attend an online Google Meeting video webinar (Google Meeting etc) 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 Steve and Wesley and TRG for the presentation I will be calling soon.

Social Security planning
We struggled to get on a G-Meeting on Pension planning for Chevron employees. Not too techy so the login crisis to the webinar was finally averted. Wesley and the TRG staff did a great job. I had so many questions on the Interest Rates and tried to understand how rates affect my pension lump sum l be giving them a call to set up an appointment.

Manager Finance
I really liked the “Go To Meeting” I checked online for KP employees. After 23 years 48 days and 6 hours I am ready to call it quits. Problem is I leaned based on my age I need to stay 77 days to get to age 55 so I do not have age penalties. I have attended some other presentations before that make you feel pressured and talk over your head. The Retirement Group made me feel relaxed and provided ideas that can help me now.

Financial Advising assistant
I checked online a “Go To Meeting” that the Retirement Group has every Friday for information about the retirement process the benefits about it and when it is ideal to do so. I found the “Go To Meeting” very informative and knowledgeable. Wesley and the TRG staff explained everything very clearly.

Financial Analyst Intern
I attended a Zoom-Webex on 401k mistakes for Chevron employees. Steve and Wesley did a great job. They really helped me understand more about inflation and how it affects my 401k. I'll definitely attend more Zoom-Webex from The Retirement Group. I was able to ask questions and they listen to me and understand what I want.

Financial Advising assistant
I work for Conoco And attended a Zoom webinar The Retirement Group was having. The information was very helpful in explaining tax planning and how the Interest rates impact my pension. Thank you Paul and Brent for the presentation on ConocoPhillips Pension Planning I will be calling soon to schedule a meeting.

Social Security planning
Me and my coworker and I viewed a online Zoom webinar Social Security planning for Chevron employees. Steve and Tyson 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 Chevron as I have a disabled daughter and want to make sure she is taken care of while she is going to college.

Financial Analyst Intern
I attended a Zoom-Webex on 401k mistakes for Chevron employees. Steve and Tyson did a great job. He really helped me understand more about inflation and how it affects my 401k. I'll definitely attend more Zoom-Webex from The Retirement Group.

Zoom Video-Webex
I really liked the Zoom Video-Webex I attended for PG&E employees. I have attended some other presentations before that make you feel pressured and talk over your head. The Retirement Group made me feel comfortable and provided ideas that can help me now. Tyson Mavar listens to me and understands what I want with my retirement from PG&E.

Financial Analyst Intern
I attended a WebEx Meeting after watching a series of YouTube videos. The Youtube was a low key way for me to get to know the team. Steve is an expert and a really nice person who always offers a great stress free process! The complimentary Retirekit they gave me helped me really understand when is the best time to retire from PG&E. I also appreciated the webinars, they are very easy to watch on Zoom and are easy to understand. I have watched some webinars that are just boring and would put you right to sleep. But not TRG, this team is engaging and very helpful!

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Address: 707 Broadway Ste 1200, San Diego, California, United States, 92101-5382

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