Monarch Wealth & Retirement Strategies
Considering an Early Retirement Offer?
You Don’t Have to Make This Decision Alone.
If you’ve recently received an early retirement package—or are expecting one soon—you probably have questions. That’s completely normal. This is one of the biggest financial decisions you’ll ever make, and you deserve to feel confident, informed, and supported every step of the way.
At Monarch, we’ve helped AT&T employees navigate retirement transitions for over 25 years. We understand the nuances of these packages and the concerns that come with them. Whether you’re ready to take the next step or just exploring your options, this webinar is designed for you.
What We’ll Cover (in plain, straightforward language):
Should I take the offer or wait?
How do I replace my paycheck with stable, reliable income?
Can I access my 401(k) or pension early without penalties?
I’m under 59½—what are my options?
Can someone help me with all this paperwork?
How does the 401(k)/Pension rollover process work?
What if I have a 401(k) loan—can I still leave, and what are the tax consequences?
How can I bridge the gap until I’m eligible for Social Security and Medicare?
When should I start my Social Security benefits?
How do I pay for healthcare after leaving?
Why Attend?
✔ Learn the facts so you can make an informed decision
✔ Get a clear, personalized roadmap—whether you retire now or later
✔ Ask your own questions in a live, interactive Q&A
✔ Walk away with clarity and confidence
🗓 Upcoming Webinar Date: [Friday 4/25 @ Noon]
📍 Online (registration required)
🎙 Hosted by Monarch Wealth | Specialists in AT&T Retirement Planning
👉 Register Now — Space is limited
🗓 Upcoming Webinar Date: [Tuesday 4/29 @ 5 PM]
📍 Online (registration required)
🎙 Hosted by Monarch Wealth | Specialists in AT&T Retirement Planning
👉 Register Now — Space is limited
If you’re facing a big decision, you don’t have to face it alone. Let us help you feel ready—whenever the time is right for you.
Have questions ahead of time? We’re always here to help.
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Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group®, an Independent Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. |