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EDUCATION CENTER

We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the transitioning Shell employee. The Retirement Group educates employees who are transitioning or retiring from Fortune 500 companies throughout the United States.

Step 3: Browse our Resources for Shell Employees

  • ➡ Watch Our Webinars On Various Shell Topics
  • ➡ Check Out Our E-book Library
  • ➡ Listen To Our Podcasts From Our Advisors
  • ➡ Schedule A Call With An Advisor

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Is Your Portfolio Prepared for a Recession?

Is Your Portfolio Prepared for a Recession?

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Retirement Q&A: Steps to Insulate your Portfolio

Retirement Q&A: Steps to Insulate your Portfolio

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Retirement Q&A: Choosing your Elections/Stocks

Retirement Q&A: Choosing your Elections/Stocks

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Retirement Q&A: Investing, Stocks, 401(k)

Retirement Q&A: Investing, Stocks, 401(k)

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Retirement Q&A: 401(k) Investing in an Inflationary Environment

Retirement Q&A: 401(k) Investing in an Inflationary Environment

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Retirement Q&A: How Does Social Security Affect Your Pension

Retirement Q&A: How Does Social Security Affect Your Pension

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Retirement Q&A: Will Your Social Security Benefits Change Due to Inflation?

Retirement Q&A: Will Your Social Security Benefits Change Due to Inflation?

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Retirement Q&A: When is the Latest you can Claim your Social Security?

Retirement Q&A: When is the Latest you can Claim your Social Security?

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Retirement Q&A: Social Security, Taxes, and Full Retirement Age

Retirement Q&A: Social Security, Taxes, and Full Retirement Age

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Retirement Q&A: Can you Claim Only

Retirement Q&A: Can you Claim Only "Part" of Your Social Security Benefits?

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Retirement Q&A: Keeping Your 401(k) Stable

Retirement Q&A: Keeping Your 401(k) Stable

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Retirement Q&A: Should You Use Your 401(k) to Pay Off Your Mortgage?

Retirement Q&A: Should You Use Your 401(k) to Pay Off Your Mortgage?

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Retirement Q&A: Avoiding Mistakes in Today's Market

Retirement Q&A: Avoiding Mistakes in Today's Market

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Retirement Q&A: Using HSA as a Retirement Savings Vehicle

Retirement Q&A: Using HSA as a Retirement Savings Vehicle

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Retirement Q&A: HSA as an Emergency Savings Account - Advantages

Retirement Q&A: HSA as an Emergency Savings Account - Advantages

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Q&A for Women in Corporate America: Managing Healthcare Costs

Q&A for Women in Corporate America: Managing Healthcare Costs

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Q&A for Women in Corporate America: Social Security Integration

Q&A for Women in Corporate America: Social Security Integration

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Q&A for Women in Corporate America: Shifting Investment Approaches

Q&A for Women in Corporate America: Shifting Investment Approaches

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Financial Strategies for Women

Financial Strategies for Women

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Shell | Retirement Plans

Shell | Retirement Plans

Shell | Benefits for Louisiana

Shell | Benefits for Louisiana

Shell | 2021 Tax Planning

Shell | 2021 Tax Planning

Shell | Emotions Of Investing

Shell | Emotions Of Investing

Shell | Benefit Plans

Shell | Benefit Plans

Browse our Full Selection of E-books