Bartlesville Radio: The area’s best source for news, weather and sports!

Arvest Wealth Management will host a retirement savings lunch and learn educational session for current and past employees of Phillips 66, ConocoPhillips and Chevron Phillips at 12 p.m., Sept. 29 at Arvest’s downtown Bartlesville location, 100 SE Frank Phillips Blvd.

“When employment situations change, a variety of options are available when it comes to taking distributions from your employer-sponsored retirement savings plan,” said Josh Randolph, Arvest Wealth Management regional manager. “During our retirement planning lunch, we will share retirement savings options to discuss with your financial advisor. The good news is, there are resources available to help you invest and grow your retirement savings.”

A professional can help ensure you are factoring in all items that could impact your retirement funds, depending on the option you choose.

“It can be challenging to know if you are making the right decisions when adjusting your retirement savings plan,” Randolph said. “While there is no guarantee that working with a financial professional will improve investment results, it is possible that professional guidance will provide increased peace of mind and help ensure you are considering the best options for your unique circumstances.”

Arvest Wealth Management does not offer tax or legal advice – consult a professional.

To register for the retirement planning lunch for current or past employees of Phillips 66, ConocoPhillips and Chevron Phillips, please call 918-337-3396 or email bball@arvest.com by Sept. 28.