
Join us on August 5, 2025
Join Markham Hawkins of Quotient Wealth Partners for an informative session designed to help you make the best financial decisions - whether you're considering the Chevron EOI or planning for retirement down the road.
Topics Include:
Understanding the Chevron Severance Package
Key considerations around timing, taxes, and how it impacts your broader financial plans
Recreating Your Paycheck in Retirement
Strategies to turn your savings into consistent, tax-efficient income.
Pension Planning: Lump Sum vs. Annuity
How to evaluate your Chevron pension options and choose what’s right for your retirement goals.
Market & Economic Outlook
Insights from Quotient’s Chief Investment Officer on market trends and what they mean for your portfolio
August 5, 2025
LB Steak
5:30 p.m. PST - Happy Hour
6:30 PST - Dinner and Presentation