WEBINAR

The Open Enrollment Hot Seat

Your benefits handbook won’t say it. Our advisors will.

 

  October 21st and November 4th at 12 pm CDT


Save your spot
Open Enrollment Hot Seat LP-2

This Isn’t Another HR Briefing

Let’s be honest: typical Open Enrollment materials cover the basics, but they rarely get into the details that matter most to pilots.

Join Allworth Airline Advisors for a new kind of unfiltered webinar where we’re putting our top airline-specialized experts on the Hot Seat. You’ll see them get grilled on the hardest, most overlooked questions pilots face during Open Enrollment—candid, unscripted, and built around real pilot scenarios.

The Hot Seat will reveal:

  • The high-cost mistakes even savvy pilots still make
  • How to use your benefits as a wealth-building tool, not just a checklist
  • What to stop auto-selecting this year (yes, even that one)
  • How to align elections across your airline package, union benefits, and any military benefits you may have
  • What your peers are optimizing (and why you should care)


Zero fluff. Zero corporate speak. Just honest answers to help you squeeze every dollar of value from your airline’s offerings.

RSVP and join the webinar for free.

  October 21st and November 4th at 12 PM CDT.

If you can't attend live, continue to register and you'll receive an on-demand link to watch after the event. 

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

Discover How We Helped One Couple Find Financial Security

If you’re like countless other people, planning for retirement raises more questions than answers. From reducing market risks to replacing your income in retirement to creating valuable tax efficiencies, financial expert Allison Scoggin reveals the tactics we used to help one couple turn their concerns into opportunities in our newest case study webinar.

You’ll discover how…

  • Roth conversions can allow for continued tax deferral and future tax-free distributions without RMDs
  • Unwinding concentrated stock positions can help you minimizing capital taxes
  • How to utilize excess cash
  • …and so much more!

This is an essential watch for all investors with over $1MM in investable assets. Watch it now!

 

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Our Speakers

 

Gordon_Rutledge_Headshot_1

Rutledge Gordon

VP of Advisors

CRPC®

 

Since joining Allworth (formerly RAA) in 1998, Rutledge has built a reputation for blending client-first planning with firmwide leadership by mentoring advisors and helping clients stay aligned with their goals.

 

Krasnov_Gary_Headshot_1

Gary Krasnov

Airline-Specialized Financial Advisor

AIF®, CLTC®

 

A former Delta Air Lines Captain and U.S. Navy Reserves P-3C pilot, Gary brings decades of experience helping fellow pilots navigate the complexities of financial planning and retirement.

Risalvato_James_Headshot_1

James Risalvato

Airline-Specialized Financial Advisor

 

 

 

With a Naval aviation background and years of advisory experience, James specializes in helping pilots turn complex benefit structures into clear, strategic wealth plans.

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.

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