🔴 LIVE WEBINAR
Making the Most of Your Phillips 66 Pension: Timing, Taxes, and Strategy
Tuesday, September 29th 2026 – 12:00 PM (CDT)
🔴 LIVE WEBINAR
Making the Most of Your Phillips 66 Pension: Timing, Taxes, and Strategy
Tuesday, September 29th 2026 – 12:00 PM (CDT)
Do you understand the intricacies of your Phillips 66 Pension Plan?
As one of the most significant benefits offered by the company, it is important to be familiar with the rules surrounding the different benefit calculations, distribution options, the effect of segment rate changes, and more.
We invite you to our upcoming webinar, where Kyle Nickerson, CFP®, CIMA® will dive into the Phillips 66 Pension Plan to help you better understand how it works.
During the event, we will cover:
- Pension Benefit Calculation
- Distribution Options
- Tax implications
- The Annuity vs. Lump-Sum Decision
- Live Q&A
Do you understand the intricacies of your Phillips 66 Pension Plan?
As one of the most significant benefits offered by the company, it is important to be familiar with the rules surrounding the different benefit calculations, distribution options, the effect of segment rate changes, and more.
We invite you to our upcoming webinar, where Kyle Nickerson, CFP®, CIMA® will dive into the Phillips 66 Pension Plan to help you better understand how it works.
During the event, we will cover:
- Pension Benefit Calculation
- Distribution Options
- Tax implications
- The Annuity vs. Lump-Sum Decision
- Live Q&A
HOSTED BY
Kyle Nickerson, CFP®, CIMA®
WEALTH MANAGER
Kyle completed the CERTIFIED FINANCIAL PLANNER® program through the College for Financial Planning and the Certified Investment Management Analyst® program through the Yale School of Management. He holds both the CFP® and CIMA® designations. Kyle graduated from Sam Houston State University with a BBA and a double major in Finance and Banking and Financial Institutions.
HOSTED BY
Kyle Nickerson, CFP®, CIMA®
WEALTH MANAGER
Kyle completed the CERTIFIED FINANCIAL PLANNER® program through the College for Financial Planning and the Certified Investment Management Analyst® program through the Yale School of Management. He holds both the CFP® and CIMA® designations. Kyle graduated from Sam Houston State University with a BBA and a double major in Finance and Banking and Financial Institutions.
