Events

We have been helping airline employees for the last 15 years plan their retirements, starting with the lunch-n-learn retirement training events we host at various company lunchrooms around Los Angeles.

Call us at 626-825-8044 to set up your event or your complimentary consultation. During your event, employees will learn:

• How to Protect and Grow Their Assets
• How a Living Trust Works
• How to Manage a 401(k) Plan
• How Social Security and Medicare Works
• How to Avoid Running out of Money in Retirement
• How to Handle Airline Benefits
• How to Build Their Own Pension for Retirement Income
• How to Inoculate Themselves from Market and Industry Volatility
• How to Follow Mandatory Retirement Rules