Upcoming Pilot Events (Webinars, Seminars and AFA Pilot-Client Events)
American Financial Advisors regularly hosts Retirement Planning Seminars, Webinars, Conference Calls and AFA Pilot-Client Events. Contact MBras@AFAdvisors.com for weekly Webinar updates and sign-in instructions.
Note: To join AFA’s Webinars, select the online links below. Online password: AAPilots. You can also join online by going to www.webex.com > Join > enter Event number > Join Event Now > Password: AAPilots. To join by phone, call 415-655-0002..
AFA’s Live Seminars for AA Pilots are back!
AFA “2023 CBA Benefit and Retirement Planning” Seminar
Date: Tuesday 9/19/23 at Noon - 4:00 pm
Location: Hilton Garden Inn Charlotte Airport 2400 Cascade Pointe Boulevard, Charlotte, NC, 28208
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 9/26/23 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: 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
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
”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 Pilot Webinar Schedule
Each Webinar is 45 minutes. Attendance is limited. Time will be made available for Q&A. It is recommended to access the webinar online, but a phone option is also available. To RSVP and receive sign-in information contact MBras@AFAdvisors.com
"Estate Planning for Pilots” Webinars
Wednesday 6/26/19 at 2:30 pm ET
Tuesday 5/28/19 at 2:30 pm ET
Tuesday 5/14/19 at 2:30 pm ET
“A Plan” Webinars
Thursday 3/5/20 @ 12:30 pm ET
Thursday 1/30/20 at 12:15 pm ET
Monday 11/25/19 at 12:30 pm ET
Tuesday 10/22/19 at 12:30 pm ET
Tuesday 10/1/19 at 1:00 pm ET
Wednesday 9/18/19 at 11:45 am ET
Tuesday 8/13/19 at 1:00 pm ET
Tuesday 8/13/19 at 11:45 am ET
Tuesday 7/23/19 at 1:30 pm ET
“Social Security” Webinars
Thursday 3/5/20 @ 1:30 pm ET
Thursday 1/30/20 at 1:30 pm ET
Monday 11/25/19 at 2:00 pm ET
Tuesday 10/22/19 at 12:30 pm ET
Tuesday 10/1/19 at 1:00 pm ET
Wednesday 9/18/19 at 11:45 am ET.
Wednesday 9/18/19 at 1:00 pm ET.
Tuesday 8/13/19 at 1:00 pm ET
Tuesday 8/13/19 at 11:45 am ET
Tuesday 7/23/19 at 2:30 pm ET
Tuesday 7/23/19 at 1:30 pm ET
"Retirement and Benefit Planning” Webinar
Tuesday 10/1/19 at 2:00 pm ET
Wednesday 5/29/19 at 1:00 pm ET
“Disability Planning” Webinar
Wednesday 5/29/19 at 2:30 pm ET
Thursday 6/27/19 at 12:30 pm ET
"Medicare" Webinar
Thursday 3/5/20 @ 3:00 pm ET
Thursday 1/30/20 at 2:30 pm ET
Monday 11/25/19 at 3:00 pm ET
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 at 12:30 pm – 4:30 pm
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.Connect
1936 Lee Road - Suite 270
Winter Park, FL 32789
Toll Free: 888-679-9779
Office: 407-207-9006
Fax: 407-207-0106