CLIENT CENTER REP / ADVISOR CENTER

Events

AFA

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 for AFA Pilot-Clients


“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.



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Orlando, FL 32801

Toll Free: 888-679-9779
Office: 407-207-9006
Fax: 407-207-0106