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PGE Workshops

PG&E Retirement Preparation and Financial Guidance

A Retirement Workshop for PG&E Employees

During this 45-minute workshop, we'll address:

  • How to understand your PG&E pension in 2023
  • 401(k) allocation strategies
  • The importance of naming beneficiaries for your pension and 401(k)
  • Decision points to consider when planning for retirement
  • Your questions
  • And more!

Since 1993, Allworth Financial has met with thousands of PG&E employees.

Sign up now for our live, virtual workshop!

Tuesday, January 10, 2023 | 6:00 PM Pacific | Presenters: David Bastoni and Allegra Swan | REGISTER BELOW

Thursday, January 12, 2023 | 6:00 PM Pacific | Presenters: David Bastoni and Allegra Swan | REGISTER BELOW

Join Allworth presenter David Bastoni, BFA™, who has decades of experience personally guiding PG&E employees to and through retirement, and experienced advisor, Allegra Swan, CFP®, for this special event.

Register Today!

Allworth Financial is neither endorsed, affiliated with, nor retained by PG&E. IBEW does not recommend or sponsor any individuals or outside organization. The workshop does not constitute an endorsement by PG&E of any entities, advertisers, products, or services therein, or of the political activities of any entities therein. PG&E is not responsible for and does not control or monitor the content of non-PG&E seminars or the accuracy of the information given at the workshop.

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At Allworth, we deliver uncompromised financial and investment guidance so people can live rich and meaningful lives.

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1 Barron’s 2020 Top 100 RIA Firms. Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. 

2 Retention Rate Source: Allworth Internal Data, FY 2022

3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 

4 As of 1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $19 billion in total assets under management and administration. 

5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 

6  2021 Value of an Advisor Study / Russel Investments

7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.