The Megent Experience

Union membership offers you significant financial benefits. To help you get the most out of them, Megent Financial offers ways to familiarize yourself with the features as well
as to learn about your options:

       • In-person and virtual meetings for financial advice
       • Educational seminars on how to make smart
          financial decisions

The closer you get to retirement, the more your financial needs will change, impacting the way you approach your benefits. Megent Financial can guide you along your financial journey, helping you take steps to achieve the growth you want and the protection you need.

We can help you:

       • Understand your pension benefits at retirement
       • Consider the tax implications of your benefits
       • Optimally allocate your retirement funds
       • Review spousal retirement options

You’ll want to ensure you’re getting the most of what your benefits have to offer when it comes to providing for a spouse, optimizing social security payouts, and handling taxes related to your benefits.

Look to Megent Financial for:

       • Investment advice
       • Counseling on integrating outside assets, such as
         401(k) accounts and IRAs
       • Review of spousal benefits
       • Assessment of benefit-related tax liability