Your 401(k) is a good start. But don’t stop there.

Plenty of airline professionals max out their 401(k). Fewer know what to do next.

In this exclusive new webinar, one of our top airline-specialized advisors reveals how cash balance plans can help unlock additional tax-advantaged contributions before valuable high-earning years slip by.

We'll cover:

Why “doing everything right” with your 401(k) may still leave opportunity on the table
What can make a cash balance plan especially powerful in the right years
Why these plans may be one of the more overlooked tax-planning opportunities available to the airline community
The key factors that often determine whether this strategy is worth pursuing
How this tactic can be seamlessly integrated within a pilot’s broader financial plan
And more

Better planning for pilots often begins where the standard playbook ends. Join us to discover if a cash balance plan deserves a place in your strategy.

Can’t make this date? Continue to register and you’ll receive an on-demand version the next day.

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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

James Risalvato

Airline-Specialized Financial Advisor

MA, Applied Economics

With a Naval aviation background and a decade of advisory experience, James brings firsthand industry knowledge and financial expertise to every client relationship. As one of Allworth's airline-specialized advisors, he focuses on the financial complexities pilots face, from coordinating complex benefit structures to identifying advanced strategies like cash balance plans that go well beyond the standard retirement playbook.

97%

client loyalty 32,000+ Clients²

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

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.