Presents:

Navigating Retirement from AT&T

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

Will you have enough income to fund your retirement? Join your host, Gene Wittstock, for an exclusive workshop where we'll cover important financial topics for AT&T employees, including:

  • Understanding your 401(k) and the role it plays in your retirement plan.
  • Your AT&T pension: lump sum vs. monthly payment.
  • How interest rates can affect your pension amount.
  • Introduction to the "Three Worlds of Money" concept, exclusive to Quest Finanical.
  • Guaranteed and non-guaranteed income sources.
  • The different characteristics of investments.
  • Case studies showing successful retirement strategies for AT&T employees. 
  • Important IRS rules pertaining to retirement.
  • How do I guarantee I won't outlive my money?
  • 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: Meriwether’s

Address: 25485 Telegraph Rd, Southfield, MI 48033

Date: Thursday, April 4, 2019 

Time: 6:30 p.m. to 8:30 p.m.

Menu: Soup or salad. Your choice of chicken, salmon or whitefish. Dessert is your choice of key lime pie or crème brulee.

REGISTER NOW

REGISTRATION CLOSES IN:

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FEATURED PRESENTER

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 financial education 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.  

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© 2019 Quest Financial 

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

Investment advisory services 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 www.ssa.gov.