Surviving Your Surplus, Layoff and SIPP from AT&T

You and a guest are invited to join us for a special event designed for AT&T employees at Harvey's Bar and Grill in Saginaw, MI. A complimentary meal will be served. Register below!

When a company is going through layoffs, it's perfectly normal to be concerned about your finances and how your retirement will be affected. We can help develop a plan of action to keep your retirement on track if you are going through a career transition.

Join your host, Gene Wittstock, for an exclusive workshop where we'll help you navigate common concerns for AT&T employees, including:

  • Your salary is going away. How will you replace it?
  • What should I do with my defined benefit pension? 
  • FIVE options for what to do with your 401(k).
  • Can I transition into retirement without taking another job?
  • The differences between the lump sum and the monthly annuity pension benefit.
  • Understanding your 401(k) and the role it plays in your retirement plan.
  • How to be sure you won’t run out of money if you “live too long.”
  • How to protect your hard-earned savings from potential market losses.
  • And much more!

Seating is limited. Click the button below to reserve your spot!

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Quest Financial and ChangePath are not affiliated with or sponsored by AT&T.  

Venue: Harvey's Grill and Bar

Address: 3055 Tittabawassee Road, Saginaw, MI 48604

Date: Tuesday, July 30, 2019 

Time: 6:30 p.m. to 9:00 p.m.





Gene J. Wittstock, MSF President and Founder

As the chief strategist for retirement income, Gene Wittstock's primary role is to provide independent financial guidance to families and businesses. The cornerstone of his methodology is to provide retirement income guidance and the ability to empower retirees with significant retirement confidence. “Our ultimate goal must be to preserve our clients’ assets, while at the same time, find ways to make their desired retirement lifestyle possible.” Quest Financial has been working with AT&T&retirees and pre-retirees for more than 20 years, successfully guiding them in their quest for a more stable retirement.

William Revoir, Vice President Wealth Management Division  

We believe that it is imperative for every retiree to have a well-designed income plan as well as a solidly constructed wealth management portfolio. Consequently, we conduct comprehensive research for our investors, providing them with ground-breaking, innovative wealth management platforms. Our philosophy focuses on growth, liquidity, and guarantees. Bill has been in the financial services industry since 1979 and joined Quest Financial bringing with him extensive knowledge and experience in retirement planning and wealth management. Bill is an investment advisor representative, holding a Series 65 securities license.

Jeffery Perry, Vice President Income Division  

With his knowledge in retirement income distribution planning Jeff Perry helps clients arrive at non-investment strategies for accumulating and preserving assets prior to retirement. In addition, he assists clients during the distribution phase so that they can feel confident in their retirement income. Jeff is dedicated to teaching clients how to preserve their retirement assets regardless of the economic landscape. As a 10-year U.S. Navy veteran Jeff has had the opportunity to travel to, and live in, several countries. This allowed him to work closely with people from all corners of the world. Jeff is proud that he works in an industry that allows him to continue to service the public. He takes great pleasure in working one on one with clients to ensure all their retirement needs are met. Jeff comes from a highly technical background ranging from information technology and software development to marketing and advertising. Prior to working at Quest Financial Jeff managed television programming and advertising operations for over 60 markets at Comcast Cable. As a leader at Comcast Jeff believed in leading by example and building a culture of inclusivity, teamwork, and partnership. These are values that Jeff has brought with him to Quest Financial.


© 2019 Quest Financial 

Quest Financial and ChangePath are not affiliated with or sponsored by AT&T.  

Investment advisory services by duly registered investment adviser representatives through ChangePath LLC, a registered investment advisor. Quest Financial and ChangePath, LLC are separate and unaffiliated entities.

By providing your information, you give consent to be contacted about the possible sale of an insurance, annuity or securities product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit