We participate in and host local events on a regular basis, designed to inform and educate our clients (and prospects!) with pertinent financial information, strategies and advice — and we invite you to join us. Access the latest event information below.
Upcoming AFA Events
Note: To join AFA’s webinars, select the online link below. To join by phone, call 415-655-0002. Webinar event password (if needed): AAPilots Each webinar has a unique online link and event number/access code, as stated below..
AFA’s Live Seminars for AA Pilots are back!
AFA “2023 CBA Benefit and Retirement Planning” Seminar
Date: Tuesday 11/14/23 Morning Seminar (9 am – Noon) or Afternoon Seminar (1 pm – 4 pm)
Location:Courtyard by Marriott, 600 Northpoint Parkway, West Palm Beach, FL 33407
Date: Tuesday 10/24/23 Morning Seminar (9 am – Noon) or Afternoon Seminar (1 pm – 4 pm)
Location:Courtyard by Marriott, 3250 Tamiami Trail North, Naples, FL 34103
Date: Thursday 9/28/23 Morning Seminar (9:30 am – Noon) or Afternoon Seminar (1 pm – 3:30 pm)
Location:Sheraton Orlando North Hotel 600 North Lake Destiny Road, Maitland, FL 32751
Date: Tuesday 9/26/23 Morning Seminar (9:30 am – Noon) or Afternoon Seminar (1 pm – 3:30 pm)
Location:The Westshore Grand, 4860 West Kennedy Blvd, Tampa, FL 33609.
Date: Wednesday 9/20/23 Morning Seminar (9 am – Noon) or Afternoon Seminar (1 pm – 4 pm)
Location:Marriott Residence Inn DFW South, 2200 Valley View Lane, Irving, TX 75062
Date: Tuesday 9/19/23 at Noon - 4:00 pm
Location: Hilton Garden Inn Charlotte Airport 2400 Cascade Pointe Boulevard, Charlotte, NC, 28208
Interested in attending? RSVP by email to MBras@AFAdvisors.com
DFW - Tuesday 4/4/23 - AFA “A Plan, PBGC, Social Security and Medicare” Seminars
AFA will discuss important A Plan, PBGC, Social Security, Medicare, and other Retirement Planning topics. These presentations include a “live” demonstration of the “new & improved” A Plan website and “Collect” process. These AFA Seminars are geared toward Pre-Retirement AA Pilots.
MIA - Thursday 4/13/23 - AFA “Financial, Benefit & Retirement Planning” Seminar
AFA will discuss important Financial, Benefit and Retirement Planning topics. This AFA Seminar is geared toward Active and Retired AA Pilots. Since this is a live presentation, we will leave plenty of time to discuss your Retirement, Benefit and Financial questions and concerns.
Interested in attending? RSVP by email to MBras@AFAdvisors.com
AFA “Financial, Benefit and Retirement” Seminar
Date: Thursday 11/3/22 at 9:30 pm – 12:00 pm for AA Active (Pre-Retirement) Pilots and at 1:00 pm – 3:30 pm for (Active and Retired AA Pilots)
Location: Hampton Inn and Suites, CLT Airport (2731 Little Rock Rd, Charlotte, NC 28214)
Date: Friday 11/4/22 at 9:30 pm – 12:00 pm for AA Active (Pre-Retirement) Pilots and at 1:00 pm – 3:30 pm for (Active and Retired AA Pilots)
Location: The Residence Inn DFW South (2200 Valley View Ln, Irving, TX 75062)
Joannie Morales, PAHM®, Bill Mertes, CFA, and Markus Bras, CFP®, CDFA®, will discuss the following topics:
· A Plan – Changes to A Plan as of 1/1/23.
· PBGC – Options and Form 700.
· AA and APA Benefits – Which benefits are worth it, and which ones aren’t.
· Social Security - Filing strategies to offset risk of A Plan/PBGC. How to reduce life-expectancy risk and maximize family life-time benefits.
· Medicare and other Retiree Medical options – COBRA. Medicare & Medigap. SMP. Tricare.
· Estate Planning for Pilots - Basic Estate Planning topics and importance of Estate Planning.
· Financial Planning – Overview of 15 Bear Markets. How to avoid financial planning mistakes.
Spouses are welcome and encouraged to attend. Attendance is limited to 30 pilots/spouses at each seminar. RSVP by email to MBras@AFAdvisors.com
AFA “Retirement Planning” Webinar
Date: Thursday 3/24/22 at 2 PM ET.
Location: Online
This year we expect nearly 1000 AA Pilot retirements. AFA’s Retirement Planning Webinars cover topics such as A Plan and PBGC annuities, AA/APA Retirement Benefits, Retiree Medical and Medicare, Social Security, and other important topics to make sure the transition into Retirement is without turbulence. Each webinar lasts approximately 45 minutes.
To join online click here.
Event number: 2634 503 0662
Event password: AAPilots
To join by phone: 415-655-0002
AFA “Retirement Planning” Webinar
Date: Thursday 3/24/22 at 11 am ET.
Location: Online
This year we expect nearly 1000 AA Pilot retirements. AFA’s Retirement Planning Webinars cover topics such as A Plan and PBGC annuities, AA/APA Retirement
Benefits, Retiree Medical and Medicare, Social Security, and other important topics to make sure the transition into Retirement is without turbulence. Each
webinar lasts approximately 45 minutes.
To join online, click here.
Event number: 2633 509 3709
Event password: AAPilots
To join by phone: 415-655-0002
AFA “SMP - Medicare - Medigap” Webinar
Date: Friday 6/4/21 at 2:00 pm ET.
Location: Online
Unsure how the SMP contribution changes will affect you? AFA will discuss the SMP, the Oct. 2021 contribution increases, Medicare and Medigap.
To join online, click here.
Event number: 132 541 5528
Event password: AAPilots
To join by phone: 415-655-0002
AFA “SMP - Medicare - Medigap” Webinar
Date: Thursday 6/3/21 at 2:00 pm ET.
Location: Online
Unsure how the SMP contribution changes will affect you? AFA will discuss the SMP, the Oct. 2021 contribution increases, Medicare and Medigap.
To join online, click here.
Event number: 132 804 0633
Event password: AAPilots
To join by phone: 415-655-0002
AFA “Retiree Medical and Medicare” Webinar
Date: Wednesday 4/14/21 at 3:00 pm ET.
Location: Online
AFA will discuss Retiree Medical and Medicare options to familiarize you with the costs, benefits and filing requirements of Medicare and other Retiree Medical Plans.
To join online, click here.
Event number: 132 336 6733
Event password: AAPilots
To join by phone: 415-655-0002
AFA “A Plan and Social Security” Webinar
Date: Wednesday 4/14/21 at 1:00 pm ET.
Location: Online
AFA will discuss A Plan options, Funding status, Termination Risk and Social Security strategies to offset A Plan risk.
To join online, click here.
Event number: 132 488 8303
Event password: AAPilots
To join by phone: 415-655-0002
AFA “A Plan and Social Security” Webinar
Date: Tuesday 1/26/21 at 3:00 pm ET.
Location: Online
AFA will discuss A Plan options, Funding status, Termination Risk and Social Security strategies to offset A Plan risk.
To join online, click here.
Event number: 132 959 4407
Event password: AAPilots
To join by phone: 415-655-0002
AFA “Estate Planning for Pilots” Webinar
Date: Tuesday 1/26/21 at 1:00 pm ET.
Location: Online
AFA will discuss the importance of Estate Planning and having up to date Estate Planning documents. This presentation is focused on the main Estate Planning issues as they relate to Airline Pilots.
To join online, click here.
Event number: 132 488 5706
Event password: AAPilots
To join by phone: 415-655-0002
AFA “Retiree Medical and Medicare” Webinar
Date: Monday 1/25/21 at 3:00 pm ET.
Location: Online
AFA will discuss available AA Pilot Retiree Medical options, including Medicare.
To join online, click here.
Event number: 132 419 8272
Event password: AAPilots
To join by phone: 415-655-0002
AFA “A Plan and Social Security” Webinar
Date: Monday 1/25/21 at 1:00 pm ET.
Location: Online
AFA will discuss A Plan options, Funding status, Termination Risk and Social Security strategies to offset A Plan risk.
To join online, click here.
Event number: 132 263 6425
Event password: AAPilots
To join by phone: 415-655-0002
AFA “Estate Planning for Pilots” Webinar
Date: Friday 12/4/20 at 2:30 pm ET.
Location: Online
AFA will discuss the importance of Estate Planning and having up to date Estate Planning documents. This presentation is focused on the main Estate Planning issues as they relate to Airline Pilots.
To join online, click here.
Event number: 132 137 9576
Event password: AAPilots
To join by phone: 415-655-0002
AFA “A Plan and Social Security” Webinar
Date: Friday 12/4/20 at 1:00 pm ET.
Location: Online
AFA will discuss A Plan options, Funding status, Termination Risk and Social Security strategies to offset A Plan risk.
To join online, click here.
Event number: 132 005 6507
Event password: AAPilots
To join by phone: 415-655-0002
AFA “Retiree Medical and Medicare” Webinar
Date: Thursday 12/3/20 at 2:30 pm ET.
Location: Online
AFA will discuss the Retiree Medical options for AA Pilots, Medicare, and the recent changes to the AA Retiree Medical Plan for pre-2012 retirees.
To join online, click here.
Event number: 132 772 4793
Event password: AAPilots
To join by phone: 415-655-0002
AFA “A Plan and Social Security” Webinar
Date: Thursday 12/3/20 at 1:00 pm ET.
Location: Online
AFA will discuss A Plan options, Funding status, Termination Risk and Social Security strategies to offset A Plan risk.
To join online, click here.
Event number: 132 054 2851
Event password: AAPilots
To join by phone: 415-655-0002
”AFA Quarterly Client” Webinar
Date:Thursday 10/22/20 at 12:30 pm ET.
Location: Online
Please join us for our Quarterly Client Webinar to be held Thursday, October 22nd, Starting time: 12:30 pm, Eastern Daylight Time. If you cannot join us, we will post a recording of the webinar on our website after the fact for you to review at your leisure.
To join online, click here.
Event number: 132 822 2092
Event password: 1234
To join by phone: 415-655-0002
”Estate Planning for Pilots ” Webinar
Date:Tuesday 10/20/20 at 2:30 pm ET.
Location: Online
AFA will discuss the importance of having an Estate Plan and the Estate Planning documents each pilot should have.
To join online, click here.
Event number: 132 651 9241
Event password: AAPilots
To join by phone: 415-655-0002
”A Plan and Social Security ” Webinar
Date:Tuesday 10/20/20 at 11:30 pm ET.
Location: Online
AFA will discuss A Plan options, Funding status, Termination Risk and Social Security strategies to offset A Plan risk.
To join online, click here.
Event number: 132 930 8801
Event password: AAPilots
To join by phone: 415-655-0002
”AA Flight Attendant Early Out Retirement Planning ” Webinar
Date:Friday 8/28/20 at 2:00 pm ET.
Location: Online
American Financial Advisors' Webinars will discuss the Lump Sum Early Out benefits, AA Flight Attendant Pension options as well as Social Security and Medicare benefits. These webinars are open to all AA Flight Attendants. Feel free to forward the webinar information to Flight Attendants with a Lump Sum Early Out award.
To join online, click here.
Event number: 132 203 6196
Event password: Airline
To join by phone: 415-655-0002
”AA Flight Attendant Early Out Retirement Planning ” Webinar
Date:Thursday 8/27/20 at 2:00 pm ET.
Location: Online
American Financial Advisors' Webinars will discuss the Lump Sum Early Out benefits, AA Flight Attendant Pension options as well as Social Security and Medicare benefits. These webinars are open to all AA Flight Attendants. Feel free to forward the webinar information to Flight Attendants with a Lump Sum Early Out award.
To join online, click here.
Event number: 132 215 9345
Event password: Airline
To join by phone: 415-655-0002
”AA Flight Attendant Early Out Retirement Planning ” Webinar
Date:Wednesday 8/26/20 at 2:30 pm ET.
Location: Online
American Financial Advisors' Webinars will discuss the Lump Sum Early Out benefits, AA Flight Attendant Pension options as well as Social Security and Medicare benefits. These webinars are open to all AA Flight Attendants. Feel free to forward the webinar information to Flight Attendants with a Lump Sum Early Out award.
To join online, click here.
Event number: 132 205 6298
Event password: Airline
To join by phone: 415-655-0002
”AA Flight Attendant Early Out and Pension ” Webinar
Date:Monday 8/10/20 at 1:00 pm ET.
Location: Online
American Financial Advisors' Webinars will discuss the Early Out program and AA Flight Attendant Pension options. These webinars are open to all AA Flight Attendants. Feel free to forward the webinar information to Flight Attendants considering the Early Out options.
To join online, click here.
Event number: 132 050 0184
Event password: Airline
To join by phone: 415-655-0002
”AA Flight Attendant Early Out and Pension ” Webinar
Date:Friday 8/7/20 at 11:30 am ET.
Location: Online
American Financial Advisors' Webinars will discuss the Early Out program and AA Flight Attendant Pension options. These webinars are open to all AA Flight Attendants. Feel free to forward the webinar information to Flight Attendants considering the Early Out options.
To join online, click here.
Event number: 132 691 8879
Event password: Airline
To join by phone: 415-655-0002
”AA Flight Attendant Early Out and Pension ” Webinar
Date:Thursday 8/6/20 at 3:00 pm ET.
Location: Online
American Financial Advisors' Webinars will discuss the Early Out program and AA Flight Attendant Pension options. These webinars are open to all AA Flight Attendants. Feel free to forward the webinar information to Flight Attendants considering the Early Out options.
To join online, click here.
Event number: 132 113 0100
Event password: Airline
To join by phone: 415-655-0002
”AA Pilot Leave of Absence ” Webinar
Date:Tuesday 7/28/20 at 2:30 pm ET.
Location: Online
AFA will discuss the AA LOA options, limitations and strategies.
To join online, click here.
Event number: 132 397 0978
Event password: Airline
To join by phone: 415-655-0002
Access code: 132 397 0978
”AA Retirement Planning – Exit Briefing ” Webinar
Date:Tuesday 7/28/20 at 1:00 pm ET.
Location: Online
Most AA Flight Offices no longer give an “Exit Briefing” to retiring AA Pilots. We will cover the AA “Exit Briefing” and discuss AFA's Retirement Planning checklist and items to consider pre-retirement.
To join online, click here.
Event number: 132 892 7027
Event password: Airline
To join by phone: 415-655-0002
Access code: 132 892 7027
”LAA Pilot A Plan and Social Security ” Webinar
Date:Monday 7/27/20 at 5:00 pm ET.
Location: Online
American Financial Advisors' A Plan and Social Security Webinar covers the LAA Pilot A plan options, common errors, PBEF, A Plan Termination, Social Security terms and strategies.
To join online, click here.
Event number: 132 889 3786
Event password: Airline
To join by phone: 415-655-0002
Access code: 132 889 3786
”AA Flight Attendant Early Out and Pension ” Webinar
Date:Monday 7/27/20 at 4:00 pm ET.
Location: Online
American Financial Advisors' AA Flight Attendant Early Out and Pension Webinar covers the Early Out program and AA Flight Attendant Pension options.
To join online, click here.
Event number: 132 074 4867
Event password: Airline
To join by phone: 415-655-0002
Access code: 132 074 4867
AFA’s “Medicare/Retiree Medical ” Webinar
Date:Friday 5/22/20 at 2:00 pm ET.
Location: Online
AFA will discuss Medicare terms and plans as well as other Retiree Medical options.
To join online, click here.
Event number: 799 971 525
Event password: AAPilots
To join by phone: 415-655-0002
Access code: 799 971 525
AFA’s “Social Security” Webinar
Date:Friday 5/22/20 at 1:00 pm ET.
Location: Online
AFA will discuss Social Security terms and options with a focus on spousal and survivor benefits.
To join online, click here.
Event number: 795 450 159
Event password: AAPilots
To join by phone: 415-655-0002
Access code: 795 450 159
AFA’s “A Plan Webinar” Webinar
Date:Thursday 5/21/20 at 12:30 pm ET.
Location: Online
AFA will discuss the A Plan options and risk of A Plan Termination.
To join online, click here.
Event number: 795 759 166
Event password: AAPilots
To join by phone: 415-655-0002
Access code: 795 759 166
AFA’s “AA Exit Briefing” Webinar
Date:Thursday 5/21/20 at 1:30 pm ET.
Location: Online
We have seen a significant reduction in AA personnel to assist retiring AA pilots. AFA will discuss the items to consider prior to retirement, including Retiree Medical and Retiree Travel benefits.
To join online, click here.
Event number: 797 316 629
Event password: AAPilots
To join by phone: 415-655-0002
Access code: 797 316 629
AFA’s “LOA” Webinar
Date: Friday 5/4/20 at 10:00 am ET.
Location: Online
To join online, click here.
Event number: 797 545 271
Event password: AAPilots
To join by phone: 415-655-0002
Access code: 797 545 271
AFA’s “LOA” Webinar
Date: Friday 5/2/20 at 2:00 pm ET.
Location: Online
To join online, click here.
Event number: 794 162 191
Event password: AAPilots
To join by phone: 415-655-0002
Access code: 794 162 191
AFA’s “LOA” Webinar
Date: Friday 5/2/20 at 11:00 am ET.
Location: Online
To join online, click here.
Event number: 792 638 037
Event password: AAPilots
To join by phone: 415-655-0002
Access code: 792 638 037
AFA’s “LOA” Webinar
Date: Friday 5/1/20 at 5:00 pm ET.
Location: Online
To join online, click here.
Event number: 798 524 643
Event password: AAPilots
To join by phone: 415-655-0002
Access code: 798 524 643
AFA’s “LOA” Webinar
Date: Friday 5/1/20 at 1:00 pm ET.
Location: Online
To join online, click here.
Event number: 795 214 752
Event password: AAPilots
To join by phone: 415-655-0002
Access code: 795 214 752
AFA’s “A Plan” Webinar
Date: Friday 4/24/20 at 1:00 pm ET.
Location: Online
To join online, click here.
Event number: 792 787 478
Event password: AAPilots
To join by phone: 415-655-0002
Access code: 792 787 478
AFA’s “Estate Planning for Pilots” Webinar
Date: Friday 4/24/20 at 2:00 pm ET.
Location: Online
To join online, click here.
Event number: 799 166 919
Event password: AAPilots
To join by phone: 415-655-0002
Access code: 799 166 919
AFA’s “Social Security” Webinar
Date: Friday 4/24/20 at 3:00 pm ET.
Location: Online
To join online, click here.
Event number: 799 700 066
Event password: AAPilots
To join by phone: 415-655-0002
Access code: 799 700 066
AFA’s “Medicare” Webinar
Date: Friday 4/24/20 at 4:00 pm ET.
Location: Online
To join online, click here.
Event number: 797 331 785
Event password: AAPilots
To join by phone: 415-655-0002
Access code: 797 331 785
AFA’s “AA LOA” Webinar
Date: Thursday 3/19/20 at 1:00 pm ET.
Location: Online
AFA will discuss the AA LOA options as well as bidding and retirement strategies. To join online, click here.
Event number: 795 192 780
Event password: AAPilots
To join by phone: 415-655-0002
Access code: 795 192 780
AFA’s “AA LOA” Webinar
Date: Friday 3/20/20 at 1:00 pm ET.
Location: Online
AFA will discuss the AA LOA options as well as bidding and retirement strategies. To join online, click here.
Event number: 799 078 107
Event password: AAPilots
To join by phone: 415-655-0002
Access code: 799 078 107
AFA’s “A Plan” Webinar
Date: Thursday 3/5/20 at 12:30 pm ET.
Location: Online
AFA will discuss A Plan annuities (including Level Income options), funding status, common A Plan errors and the AA Pension Benefit Election Form (PBEF). To join online, click here. Event number: 790 089 158 Event password: AAPilots To join by phone, call: 415-655-0002 Access code: 790 089 158
AFA’s “Social Security” Webinar
Date: Thursday 3/5/20 at 1:30 pm ET.
Location: Online
AFA will discuss Social Security terms and filing strategies to reduce life-expectancy (longevity) risk and maximize family life-time benefits. AFA’s Social Security webinars are focused on the filing strategies for pilots and spouses. To join online, click here. Event number: 797 979 786 Event password: AAPilots To join by phone, call: 415-655-0002 Access code: 797 979 786
AFA’s “Medicare” Webinar
Date: Thursday 3/5/20 at 3:00 pm ET.
Location: Online
AFA will discuss Medicare terms to familiarize you with the costs, benefits and filing requirements of Medicare. To join online, click here. Event number: 792 088 493 Event password: AAPilots To join by phone, call: 415-655-0002 Access code: 792 088 493
AFA’s “A Plan” Webinar
Date: Thursday 1/30/20 at 12:15 pm ET.
Location: Online
AFA will discuss A Plan annuity options (including Level Income options), funding status, common A Plan errors and the AA Pension Benefit Election Form (PBEF). RSVP to mbras@afadvisors.com to receive sign-in instructions. Each webinar is approx. 45 minutes and time is made available for Q&A.
AFA’s “Social Security” Webinar
Date: Thursday 1/30/20 at 1:30pm ET.
Location: Online
AFA will discuss Social Security terms and filing strategies to reduce life-expectancy (longevity) risk and maximize family life-time benefits. AFA’s Social Security webinars are focused on the filing strategies for pilots and spouses. RSVP to mbras@afadvisors.com to receive sign-in instructions. Each webinar is approx. 45 minutes and time is made available for Q&A.
AFA’s “Medicare” Webinar
Date: Thursday 1/30/20 at 2:30pm ET.
Location: Online
Medicare terms will be discussed to familiarize you with the costs, benefits and filing requirements of Medicare. RSVP to mbras@afadvisors.com to receive sign-in instructions. Each webinar is approx. 45 minutes and time is made available for Q&A.
AFA Conference Call for Spouses
Date: Friday 1/24/20 at 1:30pm ET.
Location: Conference Call
AFA’s Pilot-Clients are familiar with our Financial Planning team and the services we provide. In many cases, spouses or significant others may not be familiar with our team and/or financial planning services. AFA hosts regular conference calls for spouses, significant others and interested family members. During these calls we address financial planning items important to the spouses of AFA’s Pilot-Clients. Time is made available for Q&A to let your family members know that we are available to assist them with any financial planning questions they may have. Spouses are often not directly involved in major financial decisions but could find themselves having to make these decisions with little or no time to prepare (in case of an unexpected death of the pilot-client) or having to take care of the pilot-client (due to illness or accident) while also being responsible for financial decisions. During 2019 this happened to several spouses of AFA’s Pilot-Clients. These Conference Calls are hosted by Leslie Kelly, CFP®, AIF® and Joannie Morales, who are members of AFA’s Survivor Support team. We hope you will share this information with your spouses or significant others. We look forward to having them join AFA’s Conference Call. To join the conference call, dial 866-287-8600 and enter code 78321#.
AFA Quarterly Client Webinar
Date: Thursday 1/23/20 at 12:30 pm ET.
Location: Online
Please join us for our Quarterly Client Webinar hosted by Matt Boyce, CFP® and Bill Mertes, CFA, who will discuss fourth quarter 2019 financial events. If you cannot join us, we will post a recording of the webinar on our website for you to review at your leisure. You can join the webinar by going to www.webex.com. (Meeting number: 793 288 209). To join by phone call 415-655-0002 (Access code: 793 288 209)
AFA’s “A Plan” Webinar
Date: Monday 11/25/19 at 12:30 pm ET.
Location: Online
American Financial Advisors reviews all available A Plan options using AFA’s proprietary A Plan Analyzer. We will discuss the A Plan annuity options (including Level Income options), funding status, common A Plan inaccuracies and the AA Pension Benefit Election Form (PBEF). RSVP to mbras@afadvisors.com to receive sign-in instructions. Indicate which webinar(s) you would like to attend. Time will be made available for Q&A.
AFA’s “Social Security” Webinar
Date: Monday 11/25/19 at 2:00 pm ET.
Location: Online
American Financial Advisors analyzes Social Security filing strategies to reduce life-expectancy (longevity) risk and maximize family life-time benefits. This Webinar addresses Social Security terms and filing strategies. RSVP to mbras@afadvisors.com to receive sign-in instructions. Indicate which webinar(s) you would like to attend. Time will be made available for Q&A.
AFA’s “Medicare” Webinar
Date: Monday 11/25/19 at 3:00 pm ET.
Location: Online
Medicare terms will be discussed to familiarize you with the costs, benefits and filing requirements of Medicare. RSVP to mbras@afadvisors.com to receive sign-in instructions. Indicate which webinar(s) you would like to attend. Time will be made available for Q&A.
Dimensional Fund Advisors' Investor Symposiums
Dimensional Fund Advisors (DFA) will host two Seminars focused on key Investment Principles and DFA’s Investment Process and Philosophy. These events start with breakfast at 8 am and finish with a lunch at 2 pm. AFA’s Pilot-Clients (both Active and Retired) are invited to this seminar but we only have a few slots left. RSVP is required (email mbras@afadvisors.com).
DFW: Tuesday 10/29/19 at the Four Seasons Resort-Las Colinas (4150 N. MacArthur Blvd).
CLT: Friday 11/8/19 at the DFA offices in Charlotte, NC (1515 South Tryon Street).
DFW “Retirement Planning and Investment” Seminar
Date: Monday 10/28/19
Location: Fairfield by Marriott Plano/Frisco 8585 Angels Drive, Plano, TX 75024
Bill Mertes and Markus Bras will discuss:
· A Plan
· Social Security
· Medicare and other Retiree Medical options
· Estate Planning for Pilots
· Investment Mistakes to Avoid
RSVP by email to mbras@afadvisors.com. We also invite you to join us after the seminar at the Lazy Dog Restaurant and Bar (Preston Rd, one block from the hotel) for food and drinks. We hope to see you at either or both events.AFA’s “A Plan and Social Security” Webinar
Date: Tuesday 10/22/19 at 12:30 pm ET.
Location: Online
This Webinar will cover the A Plan annuity options (including Level Income options), funding status of the A Plan and Social Security terms and filing strategies. RSVP to mbras@afadvisors.com.
AFA’s “A Plan and Social Security” Webinar
Date: Tuesday 10/1/19 at 1:00 pm ET.
Location: Online
American Financial Advisors analyzes A Plan and Social Security benefits as part of the retirement planning process for AFA’s Pilot-Clients. Strategies for each benefit should be analyzed to reduce life-expectancy (longevity) risk and maximize family life-time benefits. This Webinar will cover A Plan annuity options (including Level Income options), funding status of the A Plan and Social Security terms and filing strategies. Attendance to each Seminar/Webinar is limited. RSVP to mbras@afadvisors.com.
AFA’s “Retirement and Benefit Planning” Webinar
Date: Tuesday 10/1/19 at 2:00 pm ET.
Location: Online
If you have not been able to attend an AA/APA Retirement and Benefit Planning Seminar, AFA’s webinar will cover the topics discussed during the 2019 AA/APA seminars. Topics to be discussed are A Plan annuities, AA and APA benefit plans, Disability Plans, Retirement process and Post-retirement benefits. The webinar will last approximately 1 hour. Attendance to each Seminar/Webinar is limited. RSVP to mbras@afadvisors.com.
AA/APA Benefit and Retirement Planning Seminars
American Financial Advisors will attend the following AA/APA Benefit and Retirement Planning Seminars.
ORD (9/19/19) – Westin O’Hare
PHL (11/14/19) – Renaissance PHL
“A Plan, Social Security, Medicare and Estate Planning” Seminars
Date: Monday 9/24/19
Location: Hampton Inn Ft. Lauderdale-Cypress Creek (720 East Cypress Creek Road, Fort Lauderdale, Florida 33334;954-776-7677); 9 am – 1 pm.
Leslie Kelly, Joannie Morales, and Markus Bras will discuss four Retirement Planning topics:
· A Plan (Benefit and Risk of each Annuity, including Level Income options).
· Social Security (Filing strategies to complement A Plan selection).
· Medicare and other Retiree Medical options (Filing requirements, forms, SMP and costs).
· Estate Planning for Pilots.
Spouses are welcome and encouraged to attend. Attendance is limited to 30 pilots/spouses at each seminar. RSVP by email to Markus Bras (mbras@afadvisors.com).
“A Plan, Social Security, Medicare and Estate Planning” Seminars
Date: Monday 9/23/19
Location: Hilton Garden Inn Palm Beach Gardens (3505 Kyoto Gardens Drive, Palm Beach Gardens, FL 33410 ; 561-694-5833); 12:30 pm – 4:30 pm.
Leslie Kelly, Joannie Morales, and Markus Bras will discuss four Retirement Planning topics:
· A Plan (Benefit and Risk of each Annuity, including Level Income options).
· Social Security (Filing strategies to complement A Plan selection).
· Medicare and other Retiree Medical options (Filing requirements, forms, SMP and costs).
· Estate Planning for Pilots.
Spouses are welcome and encouraged to attend. Attendance is limited to 30 pilots/spouses at each seminar. RSVP by email to Markus Bras (mbras@afadvisors.com).
AFA’s “A Plan and Social Security” Webinar
Date: Tuesday 9/18/19 at 11:45 am ET.
Location: Online
American Financial Advisors analyzes A Plan and Social Security benefits as part of the retirement planning process for AFA’s Pilot-Clients. Strategies for each benefit should be analyzed to reduce life-expectancy (longevity) risk and maximize family life-time benefits. This Webinar will cover A Plan annuity options (including Level Income options), funding status of the A Plan and Social Security terms and filing strategies.
AFA’s “Social Security and Medicare” Webinar
Date: Tuesday 9/18/19 at 1:00 pm ET.
Location: Online
American Financial Advisors analyzes Social Security filing strategies to reduce life-expectancy (longevity) risk and maximize family life-time benefits. This Webinar addresses Social Security terms and filing strategies. Medicare terms will be discussed to familiarize you with the costs, benefits and filing requirements of Medicare..
AFA’s “A Plan and Social Security” Webinar
Date: Tuesday 8/13/19 at 11:45 am ET.
Location: Online
American Financial Advisors analyzes A Plan and Social Security benefits as part of the retirement planning process for AFA’s Pilot-Clients. Strategies for each benefit should be analyzed to reduce life-expectancy (longevity) risk and maximize family life-time benefits. This Webinar will cover A Plan annuity options (including Level Income options), funding status of the A Plan and Social Security terms and filing strategies.
AFA’s “Social Security and Medicare” Webinar
Date: Tuesday 8/13/19 at 1:00 pm ET.
Location: Online
American Financial Advisors analyzes Social Security filing strategies to reduce life-expectancy (longevity) risk and maximize family life-time benefits. This Webinar addresses Social Security terms and filing strategies. Medicare terms will be discussed to familiarize you with the costs, benefits and filing requirements of Medicare.
AFA’s Quarterly Portfolio Review Webinar
Date: Friday 7/25/2019 at 12:30 pm ET.
Location: Online
Please join us for our Quarterly Client Webinar to be held Thursday, July 25th, Starting time: 12:30 pm, Eastern Daylight Time. If you cannot join us, we will post a recording of the webinar on our website after the fact for you to review at your leisure. The meeting number is 791 824 274 and can be joined by going to www.webex.com. For Audio connection US Toll: +1-415-655-0001
AFA’s “A Plan and Social Security” Webinar
Date: Friday 7/23/2019 at 1:30 pm ET.
Location: Online
American Financial Advisors analyzes A Plan and Social Security benefits as part of the retirement planning process for AFA’s Pilot-Clients. Strategies for each benefit should be analyzed to reduce life-expectancy (longevity) risk and maximize family life-time benefits. This Webinar will cover A Plan annuity options (including Level Income options), funding status of the A Plan and Social Security terms and filing strategies.
AFA’s “Social Security and Medicare” Webinar
Date: Friday 7/23/2019 at 2:30 pm ET.
Location: Online
American Financial Advisors analyzes Social Security filing strategies to reduce life-expectancy (longevity) risk and maximize family life-time benefits. This Webinar addresses Social Security terms and filing strategies. Medicare terms will be discussed to familiarize you with the costs, benefits and filing requirements of Medicare.
AFA’s “Social Security and Medicare” Webinar
Date: Friday 6/28/2019 at 1 pm ET.
Location: Online
American Financial Advisors analyzes Social Security filing strategies to reduce life-expectancy (longevity) risk and maximize family life-time benefits. This Webinar addresses Social Security terms and filing strategies. Medicare terms will be discussed to familiarize you with the costs, benefits and filing requirements of Medicare.. The webinar, hosted by Markus Bras, CFP®, MBA, will last approximately 1 hour.
AFA’s “A Plan and Social Security” Webinar
Date: Tuesday 5/14/2019 at 1 pm ET.
Location: Online
American Financial Advisors analyzes A Plan and Social Security benefits as part of the retirement planning process for AFA’s Pilot-Clients. Strategies for each benefit should be analyzed to reduce life-expectancy (longevity) risk and maximize family life-time benefits. This Webinar will cover A Plan annuity options (including Level Term options), funding status of the A Plan and Social Security terms and filing strategies. The webinar, hosted by Markus Bras, CFP®, MBA, will last approximately 1 hour.
AFA’s “Estate Planning for Pilots” Webinar
Date: Tuesday 5/14/2019 at 2:30 pm ET.
Location: Online
American Financial Advisors will discuss basic Estate Planning topics and the importance of Estate Planning for pilots. The webinar, hosted by Markus Bras, CFP®, MBA, will last approximately 1 hour. AFA will make time available for Q&A.
AFA’s “A Plan and Social Security” Webinar
Date: Tuesday 5/28/2019 at 1 pm ET.
Location: Online
American Financial Advisors analyzes A Plan and Social Security benefits as part of the retirement planning process for AFA’s Pilot-Clients. Strategies for each benefit should be analyzed to reduce life-expectancy (longevity) risk and maximize family life-time benefits. This Webinar will cover A Plan annuity options (including Level Term options), funding status of the A Plan and Social Security terms and filing strategies. The webinar, hosted by Markus Bras, CFP®, MBA, will last approximately 1 hour. AFA will make time available for Q&A.
AFA’s “Estate Planning for Pilots” Webinar
Date: Tuesday 5/28/2019 at 2:30 pm ET.
Location: Online
American Financial Advisors will discuss basic Estate Planning topics and the importance of Estate Planning for pilots. The webinar, hosted by Markus Bras, CFP®, MBA, will last approximately 30 minutes. AFA will make time available for Q&A.
AFA’s “Retirement and Benefit Planning” Webinar
Date: Wednesday 5/29/19 at 1 pm ET.
Location: Online
If you have not been able to attend an AA/APA Retirement and Benefit Planning Seminar, AFA’s Retirement/Benefit Planning webinar will cover the topics discussed during the 2019 AA/APA seminar. Topics to be discussed are A Plan annuities, AA and APA benefit plans, Disability Plans, Retirement process and Post-retirement benefits. The webinar, hosted by Markus Bras, CFP®, MBA, will last approximately 1 hour. AFA will make time available for Q&A.
AFA’s “Disability Planning” Webinar
Date: Wednesday 5/29/19 at 2:30 pm ET.
Location: Online
How will your income be affected if you are no longer able to fly? AFA’s “Disability Planning” Webinar discusses the following disability plans: AA STD, AA LTD, APA PMA, APA POD and Social Security Disability. We will also discuss the LTD process and will make time available for Q&A. The webinar, hosted by Markus Bras, CFP®, MBA, will last approximately 30 minutes. AFA will make time available for Q&A.
Attendance to each webinar is limited to 20 attendees. RSVP to mbras@afadvisors.com to receive sign-in instructions. Indicate which webinar(s) you would like to attend. It is preferable to attend the webinars online, but a phone-in option is also available.
AFA’s Women’s Team Conference Call
Date: Wednesday 4/10/2019 at 1:30 pm ET.
Location: Call AFA’s conference line at 866-287-8600 and enter code 78321#
AFA hosts regular conference calls for clients’ spouses, significant others and any other interested family members. During these conference calls we address financial planning items important to the spouses of our AFA Pilot-Clients. We will also make time available for Q&A with the goal of letting family members know that we are available to assist them with any financial planning questions they may have. These Conference Calls are hosted by Leslie Kelly, CFP®, AIF® and Joannie Morales. No RSVP required to join the Conference Call.
AFA’s A Plan and Social Security Webinar
Date: Monday, 3/18/19 at 2 pm ET.
Location: Online
American Financial Advisors analyzes A Plan and Social Security benefits as part of the retirement planning process. Strategies for each benefit should be analyzed to reduce life-expectancy (longevity) risk and maximize family life-time benefits. This Webinar will cover A Plan annuity options (including Level Term options), funding status of the A Plan and Social Security terms and filing strategies. The webinar, hosted by Markus Bras, CFP®, MBA, will last approximately 1 hour. To RSVP and receive sign-in information contact mbras@afadvisors.com . Attendance is limited. Time will be made available for Q & A. It is recommended to access the webinar online, but a call-in option is also available.
AFA Seminar in DFW
Date: Tuesday, 3/19/19.
Location: Hilton Garden Inn Dallas/Arlington, 2190 E Lamar Blvd, Arlington, TX 76006
American Financial Advisors will host an afternoon Retirement Planning Seminar at the Hilton Garden Inn Dallas/Arlington (2190 E Lamar Blvd, Arlington, TX 76006) on Tuesday 3/19/19. We will discuss A Plan benefits, Social Security, Medicare and Estate Planning. For AFA’s Pilot-Clients we will follow the seminar with a dinner at the Saltgrass Steakhouse North Arlington (2200 East Lamar Blvd., Arlington, Texas 76006) starting at 5:30 pm. RSVPs for either and/or both are required by Monday 3/18/19 (mbras@afadvisors.com). We encourage spouses to attend. Joannie Morales, Bill Mertes and Markus Bras will host this event.
AA/APA DFW Benefit and Retirement Planning Seminar
Date: Wednesday, 3/20/19 .
Location: Sheraton Arlington,1500 Convention Center Drive, Arlington, TX 76011
American Financial Advisors (Joannie Morales, Bill Mertes and Markus Bras) will attend and make a presentation at the AA/APA Retirement Planning Seminar on Wednesday, 3/20/19. Registration for the seminar begins at 8:30 a.m. The seminar begins at 9:30 a.m. and ends at 3 pm. AA and APA representatives will discuss AA and APA benefit plans as well as the AA retirement planning process. Spouses are welcome and encouraged to attend. RSVP by email akurtz@alliedpilots.org or by calling APA at 1-800- 323-1470, ext. 2142, no later than Friday, 3/15/19..
Locations and Dates of future AA/APA Seminars:
LGA - mid June 2019
ORD - mid September 2019
PHL - mid November 2019
“Equity Distribution to IRA Rollover” Webinars
Tuesday 5/24/16 @ 10:00 am ET.
Tuesday 5/24/16 @ 11:00 am ET.(For AFA Clients only)
Wednesday 5/25/16 @ 10:00 am ET.
Wednesday 5/25/16 @ 11:00 am ET. (For AFA Clients only)
Wednesday 5/25/16 @ 3:00 pm ET.
Wednesday 5/25/16 @ 4:00 pm ET. (For AFA Clients only)
The online “Equity Distribution to IRA Rollover” webinars will cover the available options for rolling-over up to 90% of the Equity Distribution to an IRA. The webinar will last approximately 30 minutes. Time will be made available for Q&A. These webinars will be hosted as an online presentation. Attendance is limited. Contact mbras@afadvisors.com if you wish to attend and receive the webinar sign-in information.
401k Webinar
Date: Monday, 10/5/15 at 1 pm ET.
Location: Online
American Financial Advisors will host a 401k webinar (online presentation) for AFA Pilot-Clients on Monday 10/5/15 at 1 pm ET. We will discuss the new 401k Plan as well as the necessary steps to implement the investment changes. Contact MBras@AFAdvisors.com for webinar access instructions.
DCA (Fredericksburg South)
Date: Tuesday, 10/13/15 at 10:30 am
Location: Hampton Inn and Suites, 4800 Market Str. Fredericksburg
Retirement Planning Seminar. American Financial Advisors will host a Retirement Planning Seminar focused solely on those items important to our AA Pilot-Clients. Most of the items covered by AA and the APA during the Retirement Planning Seminars will be addressed. This seminar will cover the A Plan annuity, Retiree Medical, new 401k, AA/APA benefits and other Retirement and Financial Planning topics. The Seminar will be hosted by Markus Bras and will take place at the boardroom of the Hampton Inn and Suites, Fredericksburg South (4800 Market Str.; 540-898-5000). The three hour seminar starts at 10:30 am. Lunch will be provided. Spouses are encouraged to attend.
BWI (Annapolis)
Date: Wednesday, 10/14/15 at 6 pm
Location: Annapolis Charthouse, 300 2nd Str.
Pilot-Client Dinner. American Financial Advisors will host a dinner for our AA Pilot-Clients on Wednesday 10/14/15 at the Annapolis Charthouse (300 2nd Str.).Dinner starts at 6 pm. Spouses are encouraged to attend. Markus Bras will host this dinner.
ORD (Rosemont)
Date: Sunday, 11/15/15 at 6 pm
Location: Carlucci in Rosemont, 6111 N River rd., Rosemont, IL 60018
Pilot-Client Dinner. American Financial Advisors will host a dinner for our AA Pilot-Clients on Sunday 11/15/15 at Carlucci in Rosemont (6111 N River rd., Rosemont, IL 60018; (847) 518-0990). Dinner starts at 6 pm. Spouses are encouraged to attend. Leslie Kelly, Joannie Morales and Bill Mertes will host the dinner.
ORD
Date: Monday 11/16/15 at 2:10 pm
Location: Westin O’Hare, 6100 N. River Rd., Rosemont, IL 60018
AFA’s presentation starts at 2:10 pm. Leslie Kelly, Joannie Morales and Bill Mertes will attend the Seminar and host the afternoon presentation.
RSVP for the above mentioned events by sending an email to MBras@AFAdvisors.com.
Upcoming AFA Events for AA Pilots (Non-Clients)
401k Webinar
Date: Monday, 10/5/15 at 11 am ET.
Location: Online
American Financial Advisors will host a 401k webinar (online presentation) for AA Pilots on Monday 10/5/15 at 11 am ET. We will discuss the new 401k Plan as well as the necessary steps to implement the investment changes. Contact MBras@AFAdvisors.com for webinar access instructions.
DCA (Fredericksburg South)
Date: Tuesday, 10/13/15 at 10:30 am
Location: Hampton Inn and Suites, 4800 Market Str., Fredericksburg
American Financial Advisors will host a Retirement Planning Seminar focused solely on those items important to the AA Pilots. Most of the items covered by AA and the APA during the Retirement Planning Seminars will be addressed. This seminar will cover the A Plan annuity, Retiree Medical, new 401k, AA/APA benefits and other Retirement and Financial Planning topics. The Seminar will be hosted by Markus Bras and will take place at the boardroom of the Hampton Inn and Suites, Fredericksburg South (4800 Market Str.; 540-898-5000). The two hour seminar starts at 2:30 pm. Spouses are encouraged to attend. RSVP to mbras@afadvisors.com.
AA/APA Retirement Planning Seminar
Date: Monday, 11/16/15 at 8:30 pm
Location: Hampton Inn and Suites, 4800 Market Str., Fredericksburg
AA/APA presentations start at 8:30 am. AFA’s presentation starts at 2:10 pm. Leslie Kelly, Joannie Morales and Bill Mertes will represent AFA during the Seminar and host the afternoon presentation. Contact the APA to RSVP for this event.
Connect
1936 Lee Road - Suite 270
Winter Park, FL 32789
Toll Free: 888-679-9779
Office: 407-207-9006
Fax: 407-207-0106