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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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.
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
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.+
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.
+Investment Advisor Magazine 25 Most Influential People in the Financial Services Industry: Investment Advisor Magazine’s 25 Most Influential People in the Financial Services Industry Award is selected by Investment Advisor Magazine based on nominations received for the award. The award is presented to individuals who Investment Advisor Magazine believes have had, or will have, the greatest influence on the financial services industry. Allworth Financial and Scott Hanson did not pay a fee to be considered for this award. Scott Hanson received the award in 2005.