Seminar
HRG Retirement Seminar
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Seminar
HRG Retirement Seminar
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WEBINAR
CSPW Retirement Webinar
A Strategic Guide to Your Financial Planning
Join us for a focused, practical session for retirement planning so you can approach each decision with clarity and confidence.
Save your spot
The financial decisions you make in the years leading up to retirement can have a meaningful impact on your long-term retirement plan.
Thomas Carman
CFPÂŽ | CEPAÂŽ | CKAÂŽ
I am a Senior Managing Director at U.S. Capital Wealth, where Iâve been helping clients navigate complex financial decisions with clarity and confidence since 2011. My work centers on two areas Iâm deeply passionate about:
As a native Texan with a family legacy in the energy industryâmy father, grandmother, and grandfather all retired from Exxon or ExxonMobilâI bring unique insights into the financial needs of oil and gas professionals and the importance of maximizing corporate retirement plans.
AGENDA
What we'll cover
A working session, not a sales pitch â you'll leave with tools you can apply to your own plan.
The #1 Retirement Pitfall
One of the most common mistakes ExxonMobil employees make when entering retirement, and how to sidestep it before it affects your plan.Maximizing Your Pension in a High-Rate Environment
What today's interest rates mean for your ExxonMobil pension, and how to think through the timing of a lump sum vs. annuity election.Net Unrealized Appreciation (NUA)
Strategies for company stock held in your Savings Plan â and how the NUA rules may unlock significant tax savings.Tools You Can Take With You
A walkthrough of the planning tools demonstrated in the session, so you can evaluate your own retirement scenarios afterward.
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THIS IS AN EYEBROW
Here's what you will learn
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The team behind steady retirement
100+
years of combined experience
$1B +
Assets under management
and a litle bit m
95%
Retirees
400+
Households
a
STILL NOT SURE?
Frequently Asked Questions
Who is this webinar for?
ExxonMobil employees who are approaching retirement or actively planning for it â especially those weighing pension elections or holding company stock in their Savings Plan. Recent retirees are welcome too.
How long is the session?
Plan for about [45â60 minutes], including time for questions.
Does it cost anything to attend?
No, there is no charge to attend the webinar.
Will this be recorded?
No
Your Retirement Deserves a Strategy
Not Guesswork
Reserve your seat and join the conversation on preparing for the retirement you envision.
The ranking above was created by USA Today newspaper and Statista, a provider of market and consumer data. The ranking was published in April 2026 and covered the time period from January 2025 â January 2026. The firm did not pay to be included in the ranking; however, the firm has paid USA Today to obtain the rights to use the above logo, along with other materials referencing the ranking. For information regarding the methodology for determining the ranking, please click here.
hrg retirment seminar
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A practical workshop for construction tech founders preparing for a future sale, with insights from experts whoâve guided successful exits.
hrg retirment seminar
HRG Retirement Seminar
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event details
DATE
14th of July 2026
LOCATION
Carlos Restaurant
1234 Av, Sherman street
Houston, Tx
TIME
8:00am
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Securities offered through subsidiary USCA Securities LLC, member FINRA/SIPC. Investment advisory services offered through Arax Advisory Partners LLC d/b/a U.S. Capital Wealth Advisors LLC.
The information contained in the webinar has been assembled for your assistance and convenience on behalf of U.S. Capital Wealth LLC (âUSCWâ). Although great effort has been made to ensure the correctness of this information, USCW, cannot guarantee its accuracy. This presentation is for informational purposes only and does not include a comprehensive analysis of any security or investment strategy and is not intended to provide sufficient information upon which to base an investment decision, nor does it constitute investment advice or a recommendation to purchase or sell any security. Such information reflects current market conditions, is subject to change without notice and should not be relied upon for tax purposes. Neither U.S. Capital Wealth LLC, nor its Financial Advisors provide tax or legal advice. You should consult an attorney or tax professional regarding your specific situation.
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