Which Pension Option is Right for Me?

two pensioners in their kitchen
Written by jmonroe, lbrown, tpresley on August 13, 2021

If you are fortunate to have a company-provided pension, you will be faced with one of the biggest decisions you’ll ever make about your retirement – which pension option to choose. Join financial experts Tom Presley and Josh Monroe during this 30-minute presentation as they share perspectives and experiences on how to make this critical financial decision for your pension and your retirement.

Topics include:

  • Single life annuity, joint, and survivor, or a lump sum? Is there a best option? What’s right for me?
  • What personal goals, priorities, and lifestyle factors also need to be considered? Can I change my mind?

Watch the webinar replay here