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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.

      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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        ✢ 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.

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        Important Information

        The information presented is for educational purposes only and is not intended to be a comprehensive analysis of the topics discussed. It should not be interpreted as personalized investment advice or relied upon as such.

        Allworth Financial, LP (“Allworth”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of the information presented. While efforts are made to ensure the information’s accuracy, it is subject to change without notice. Allworth conducts a reasonable inquiry to determine that information provided by third party sources is reasonable, but cannot guarantee its accuracy or completeness. Opinions expressed are also subject to change without notice and should not be construed as investment advice.

        The information is not intended to convey any implicit or explicit guarantee or sense of assurance that, if followed, any investment strategies referenced will produce a positive or desired outcome. All investments involve risk, including the potential loss of principal. There can be no assurance that any investment strategy or decision will achieve its intended objectives or result in a positive return. It is important to carefully consider your investment goals, risk tolerance, and seek professional advice before making any investment decisions.