ALPA Financial Wellness Seminar

ALPA’s Financial Wellness Seminar focuses specifically on your needs as a pilot. Experts from ALPA, Charles Schwab, and other organizations will lead interactive presentations in an open forum with discussion opportunities. Attendees can also sign up for individual financial planning sessions with a Schwab financial consultant familiar with airline pilots’ needs. 

The seminar will focus on financial planning topics such as asset accumulation, tax-efficient decumulation in retirement, estate planning, non-qualified deferred compensation plans, market-based cash balance plans, investing, tax strategies, and more.

All ALPA members are invited to participate, as well as your spouse or significant other. Lunch is included. Space is limited, and registration is expected to fill up fast, so register today if you’d like to attend!

Please note: Registration requires your name, phone number, and e-mail address, which will only be used for purposes of this event. Charles Schwab will not use this information for marketing or for any other purpose. ALPA is hosting the seminar as a member service to educate pilots on general financial planning topics. ALPA does not provide individual tax or financial planning advice, nor does it endorse any financial strategy, investment choice, product, or service. Financial decisions are the responsibility of individual pilots and their families.

If you have any questions about this event, please contact Mike Swierczek from ALPA’s Retirement and Insurance Department at Michael.Swierczek@alpa.org.

ALPA’s Retirement and Insurance Department is working to schedule more of these seminars in additional locations throughout the year, so check back for details of future events!