A complimentary live webinar for Verizon employees who are union members

If you're a Verizon employee and a union member, you're in the middle of one of the biggest financial decisions of your career. The EISP volunteer period is open now through October 2, and the choices you make about your pension, your healthcare, your 401(k), and your estate plan will affect you for decades.

Join Nuno T. Pereira, CTFA, President and Wealth Manager at Pereira Wealth Management, for a live, no cost webinar built specifically for Verizon employees navigating this EISP. Nuno has spent 20 years helping Verizon retirees make sense of exactly this decision, and this session walks through everything you need to know before you decide.

What You'll Learn

●       What the Verizon EISP is and how the 30 day decision window works

●       Pension lump sum vs. monthly payment: which one actually fits your situation

●       How to bridge your healthcare coverage before Medicare eligibility at 65

●       Your 401(k) options, and the tax traps to avoid

●       How Social Security timing fits into your overall plan

●       Updating your estate plan and beneficiary designations

●       The 6 most common, and most costly, EISP mistakes, and how to avoid them

●       Live Q&A with Nuno

Who Should Attend

Verizon employees who are union members considering the EISP, and their spouses. There is no cost to attend, and registering does not obligate you to anything.

Your Speaker

Nuno T. Pereira, CTFA, is President and Wealth Manager at Pereira Wealth Management in Rutherford, New Jersey. He is a Certified Trust and Fiduciary Advisor with 20 years of experience helping Verizon retirees navigate the EISP decision, and he specializes in retirement planning for organized labor unions and working families. Nuno is a proud supporter of the labor community and an Associate Member of Amalgamated Local 426.