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BP Fidelity 401(k) - Rebalancing During Volatility

This event is offered exclusively for BP employees - Stenger Family Office President & Financial Advisor, Bond Roth, will give an updated market outlook for 2023 and general overview of how our financial advisors are helping BP families rebalance their Fidelity 401(K)s amidst market volatility.

Since 1981, the Stenger family has provided custom financial planning and investment advice to over 300 oil & gas employees including BP.

Stenger Family Office offers the following services:

  • Comprehensive financial planning

  • Customized investment portfolios

  • Tax planning & preparation

  • Estate planning strategies

  • NUA analysis

  • RSUs

For more information please visit www.stengerfamilyoffice.com

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July 19

Chevron Fidelity 401(k) - Rebalancing During Volatility

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September 27

Retirement 101 - Basics of Financial Planning, Taxes and Estate Planning