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Free AT&T 7 Personal Decision Points Financial Planning Workshop

Retirement from AT&T isn’t like retirement from other companies, but every person who retires does have some of the same key concerns and considerations.

Join award-winning Allworth Financial for a free, virtual, 1-hour financial planning workshop designed specifically for current employees of AT&T.

At this live workshop, our advisors will cover:

  • Retirement readiness considerations (Can you retire?)
  • Investment and risk management must-knows
  • Debt reduction strategies
  • Maximizing your retirement paycheck
  • Impact of rising interest rates on lump sum pensions

Two live workshops to choose from:

Tuesday, October 25, 2022 | 6:00 PM Pacific | REGISTER NOW

Thursday, October 27, 2022 | 6:00 PM Pacific | REGISTER NOW

Join experienced Allworth advisors Chris Grellas, CFP® and Beau McGuire, CFP® for this special event.

Sign up today! Then watch, learn, and take a BIG step toward a better financial future.

Allworth Financial is neither endorsed, affiliated with, nor retained by AT&T. IBEW does not recommend or sponsor any individuals or outside organization. The workshop does not constitute an endorsement by AT&T of any entities, advertisers, products, or services therein, or of the political activities of any entities therein. AT&T is not responsible for and does not control or monitor the content of non-AT&T seminars or the accuracy of the information given at the workshop. 

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1 Barron’s 2020 Top 100 RIA Firms. Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. 

2 Retention Rate Source: Allworth Internal Data, FY 2022

3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 

4 As of 1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $19 billion in total assets under management and administration. 

5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 

6  2021 Value of an Advisor Study / Russel Investments

7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.