The Retirement Group

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10509 Vista Sorrento Valley Parkway
San Diego, CA 92121

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(858) 404-8900
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Reviews
( 76 )
( 14 )
( 7 )
( 0 )
( 2 )

Best

I signed up for a google meet video on that the Retirement Group has every Friday for material about the retirement process the benefits about it and when it is ideal to do so. I ...

Worst

They were unprofessional, and lied about my future.

Google meet 6/14/2022

I signed up for a google meet video on that the Retirement Group has every Friday for material about the retirement process the benefits about it and when it is ideal to do so. I found the online WebinarJam webinar (WebinarJam etc) very materialal and knowledgeable. Patrick Ray explained everything very clearly. more
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Computer Web Seminar 6/13/2022

I work for PG&E and was invited to attend a Computer Web Seminar (WebinarJam etc) The Retirement Group was having. The material was very helpful in explaining tax planning and how the Interest rates impact my pension. Thank you Steve Boblis for the presentation I will be calling soon. more
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Tax Planning 6/10/2022

I signed up for a google meet video on on tax planning for ConocoPhillips employees. Patrick Ray did a great job. I'll be giving them a call to set up an appt using WebinarJam for free 15 minute discussion. I need help with deciding when I should retire from PG&E as I have a disabled daughter and want to make sure she is taken care of. more
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Google Meeting 5/24/2022

My Co-worker invited my to visit online and viewed a Google Meeting type presentation on Pension Planning presented by Steve Boblis. I thought it was very materialal. I told my friends at PG&E they should view the online video webinar (WebinarJam etc)s from The Retirement Group too! more
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Web Seminar 5/23/2022

After was invited to check out a online video series using the software the Computer Web Seminar (WebinarJam etc) hosted by Steve Boblis on my Paperwork Process when retiring from PG&E My concerns were only partially answered after taking the course so have need help and questions on when I should start my benefit commencement however. I thought it was materialal but I think I still need help. I will call The Retirement Group to set up an appt using WebinarJam for free 15 minute discussion. more
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Computer Web Seminar 5/20/2022

I really appreciated the Computer Web Seminar (WebinarJam etc) hosted by Tyson Mavar. I have was invited to attend some before that make you feel pressured and talk over your head like I don't understand anything. The Retirement Group made me feel at ease and provided ideas that can help me now. Like having a plan in place and understanding Interest Rates and how they affect my Pension. more
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PG&E Employees 5/19/2022

I signed up for a google meet video on on 401 k mistakes for PG&E Employees. Steve Boblis did a great job. He really helped me understand more about inflation and how it affects my 401k. I'll absolutelyattend more Computer Web Seminar (WebinarJam etc)s from The Retirement Group. more
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Web Seminar 5/18/2022

I work for PG&E was invited to attend a online video Web Seminar (WebinarJam etc) on Tax Planning. The material was very helpful and materialal, especially the part about 72t as I really had no idea how that worked. Thank you Steve Boblis for the presentation I will be calling soon. more
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The Computer Webinar 5/2/2022

After was invited to check out a online video series using the software the Computer webinar (Zoom etc) hosted by Steve and Tyson and TRG on my Paperwork Process when retiring from KP I still have questions on when I should start my benefit commencement however. I thought it was informative but I think I still need help. I will call The Retirement Group to set up an appt using Zoom for free 15 minute discussion. more
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Computer webinar (Zoom etc) 4/27/2022

I really admire the Computer webinar (Zoom etc) hosted by Steve and Tyson and TRG. I have was invited to attend some before that make you feel pressured and talk over your head like I don't understand anything. The Retirement Group made me feel relaxed and provided ideas that can help me now. Like having a plan in place and understanding Interest Rates and how they affect my Pension. more
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TRG deliver a nice Pasta 4/26/2022

At lunch three co workers and I had TRG deliver a nice Pasta meal to each of our houses to view or attend a workshop. We from our houses checked a Webinar on interest rate lump sum Pension Planning presented by Steve and Wesley and TRG. I thought it was very informative for Chevron employees. I told my friends they should view the Computer webinar (Zoom etc) s from The Retirement Group too! more
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With layoffs and slowdowns 4/24/2022

The food the delivered was cold and the delivery guy dressed like a homeless person and looked dirty. With layoffs and slowdowns and pure negativity abound at our division at AT&T the CWA invited us to view a computer live presentation which actually was good, My Co-worker invited me to visit online and checked a WebEx type presentation presented by Steve and Wesley and TRG. He discussed tax planning, pension and a few more things I thought could be useful to know more about. I am definitely going to call them to set up an appt using Google Meeting for free 15 minute discussion. more
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Good Experience 4/21/2022

After attending the “Go To Meeting” hosted by Wesley and the TRG staffs on Tax planning I still have questions. I thought it was informative but I think I still need help. I just don't understand how inflation affects my retirement? I will call The Retirement Group to set up an appointment. more
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Occidental Petroleum 4/19/2022

My Co-worker invited me to visit online and checked a WebEx type presentation on Pension Planning presented by Wesley and the TRG staff. I thought it was very informative. I told my friends at Occidental Petroleum they should view the “Go To Meeting” from The Retirement Group too! more
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Go To Meeting 4/18/2022

I attended a “Go To Meeting” on Pension planning for AT&T Employees. Wesley and the TRG Support team did a great job. I had so many questions on the Interest Rates and how they affect my Pension at AT&T. I'll be giving them a call to set up an appointment so we can talk about my legacy Pension from AT&T then I worked for Southwestern Bell and then BACK to AT&T Pension again. This is so confusing, but Wesley really helped me make sense of it all. more
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Webex type presentation 4/4/2022

My Co-worker invited me to visit online and checked a WebEx type presentation on Pension Planning presented by Wesley and the TRG Support team. I thought it was very informative for Chevron employees. I told my friends they should view the “Go To Meeting” from The Retirement Group too! My connection was a little slow but I was able to attend the presentation on Chevron Tax Planning and Interest Rates. more
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Tax Planning 4/1/2022

I work for Chevron and attended a Zoom-Webex on Tax Planning, the webinar lost connection at least one time but otherwise I have no complaints. The information was very helpful and informative, especially the part about 72t as I really had no idea how that worked. Thank you Wesley and Steve for the presentation I will be calling soon to set up an appointment. more
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Kaiser Permanente 3/30/2022

I really liked the Zoom-Webex I checked online for Kaiser Permanente employees. I have attended some other presentations before that make you feel pressured and talk over your head. The Retirement Group made me feel relaxed and provided ideas that can help me now. more
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Paperwork Process 3/28/2022

After attending the G-Meeting-Webex hosted by Wesley and Steve on my Paperwork Process when retiring from Kaiser Permanente I still have questions on when I should start my benefit commencement however. I thought it was informative but I think I still need help. I will call The Retirement Group to set up an appointment. more
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The Retirement Group 3/25/2022

I really admire the G-Meeting-Webex hosted by Wesley and Steve. I have attended some before that make you feel pressured and talk over your head like I don't understand anything. The Retirement Group made me feel relaxed and provided ideas that can help me now. Like having a plan in place and understanding Interest Rates and how they affect my Pension. more
Reply | Report abuse |
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