October 30th, 2008
Houston, TX
Retirement Planning Seminar
Our seminars cover a wide range of topics of particular interest to retiring airline pilots.
We discuss your airline retirement plan and the pre-retirement decisions you will have to make, important estate planning issues, our investment approach, and how we design a custom tailored portfolio which meets your specific needs and objectives. Speakers include our Senior Vice President of Marketing and our Vice President of Financial Services and Estate Planning.
By attending one of our seminars you are entitled to receive a complimentary Final Approach Program manual, a personalized, comprehensive pre-retirement guide for retiring airline pilots. Included in Final Approach are your projected retirement amounts and all options, your detailed pre-retirement checklist, an analysis of the choices you must make prior to retirement that are right for you, spreadsheets to help you maximize and preserve your pension even before you receive it, and a withdrawal longevity analysis showing how long your funds will last under various assumptions and the tax consequences of several distribution plans. You will also receive social security and estate planning information, a summary of your airline's retirement benefits, and much more! Spouses are invited and encouraged to attend.
| Date | Time | Where | Other Info |
Thursday. October 30th |
11am - 2pm |
281-367-9797 |
