Webinar lasts about 45 minutes

  April 15th, 16th, and 18th.

 

Retirement income doesn’t run on autopilot. It needs a strategy. 

For airline pilots, retirement doesn’t happen “someday.” It happens on a schedule. And that shift from earning a high income to drawing down assets demands a different level of planning.

Backed by our experience helping thousands of pilots in similar situations, this exclusive new webinar explores what a sustainable income distribution framework actually looks like for pilots with complex portfolios.

We'll cover: 

  •  Why the 4% rule is only a starting point for pilots, not a strategy. 
  • How tax sequencing and withdrawal timing interact across multiple account types and income sources
  • How to evaluate legacy goals, charitable strategies, and concentrated holdings within a broader distribution plan
  • Why siloed advice can leave high-income pilots paying more in taxes than necessary
  • And more

This is not basic retirement advice. It’s a strategic planning conversation for pilots who want to know whether their current approach is leaving opportunities on the table.

Reserve your spot to learn how to generate reliable, tax-efficient income from your portfolio.

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Ranked Top 15 Barron’s Top 100 RIA Firms1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9

Your Host & Expert


 

Quinn Carlsen

Financial Advisor

CFP®

With extensive expertise in income and distribution planning for investors with complex financial lives, Quinn advises high-net-worth clients on the tax sequencing, withdrawal timing, and investment coordination that sustainable income requires. His work focuses on ensuring that no decision operates in isolation, and that every element of a client's financial picture is working together cohesively. 

 

97%
client loyalty 32,000+ Clients2
30
years in business $35 Billion AUM4

About Allworth Airlines

Our entire approach to financial planning is built around the needs, concerns, and goals of the airline community. Whether you are just entering the airline industry, are nearing your final flight, or are enjoying the retirement you’ve worked hard to achieve, the team at Allworth Airline Advisors is here to support your financial journey from takeoff to touchdown.

Your Hosts & Experts


 

Hanson_Scott_headshot_1

Scott T. Hanson

Co-Founder and Vice Chair

CFP®

A nationally recognized authority on financial topics, Scott has been listed as one of the 25 most influential people in the financial services industry nationwide.+

Bogner_Victoria_Headshot_1

Victoria Bogner

Partner Advisor

CFP®, CFA®, AIF®

Victoria serves as Allworth’s Head of Advanced Wealth Planning, overseeing a team that specializes in comprehensive wealth planning for high-net-worth clients.