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Lisa Brown, CFP®, CIMA® Aug 13, 2021 3:24:00 PM < 1 min read


If you are fortunate to have a company-provided pension, you will be faced with one of the biggest decisions you’ll ever make about your retirement – which pension option to choose.

Join financial experts Tom Presley and Josh Monroe during this 30-minute presentation as they share perspectives and experiences on how to make this critical financial decision for your pension and your retirement.

Topics include:

  • Single life annuity, joint, and survivor, or a lump sum? Is there a best option? What’s right for me?
  • What personal goals, priorities, and lifestyle factors also need to be considered? Can I change my mind?

Watch the webinar here.


Lisa Brown, CFP®, CIMA®

Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping our clients retire well, with confidence and security about their future."