Events & Workshops

Every year, Capital Planning hosts several key educational events for the community on various financial topics.

Generational Wealth: Avoiding the 3 Reasons Families Fail to Transfer Generational Wealth

Sponsored by Boeing Leadership Network Retirees.  Please call the office to register: 425-643-1800

Location: Bellevue - El Goucho Restaurant, 450 108th Ave NE
May 15
Time: 11:30 AM – 1:30 PM (lunch provided)

Retiring From Boeing: Plan Today. Retire Tomorrow.

Sponsored by Boeing Leadership Network.  Please register through BLN.

Location: Everett - Hilton Garden Inn, 8401 Paine Field Blvd, Mukilteo
March 12
April 18
Time: 4:30 – 6:30 PM (dinner provided)
Spouses are encouraged to attend.

Location: Bellevue - Bellevue Arts Museum, 510 Bellevue Way NE, Bellevue WA 98004
March 20
Time: 4:30 – 6:30 PM (dinner provided)
Spouses are encouraged to attend.

Location: Hyatt Regency Lake Washington, 1053 Lake Washington Blvd N, Renton
February 21
April 16
Time: 4:30 – 6:30 PM (dinner provided)
Spouses are encouraged to attend.

Location: Auburn - Emerald Downs, 2300 Emerald Downs Dr. Auburn
March 14
Time: 4:30 - 6:30 PM (dinner provided)
Spouses are encouraged to attend.

Event Details

We will address . . .

  • Boeing Pension - We will unpack your Boeing pension and offer insight on the key decisions you need to make. Key topics will include your spousal continuance options, evaluating the lump sum offer, and evaluating accelerated vs. non-accelerated pension options.
  • Annual Enrollment - We will illustrate how your annual enrollment elections work including contributions, funding, investments, and payment elections.
  • Voluntary Investment Plan (VIP) - We will focus on key planning ages and decisions, including age 55, age 59.5, and age 70.5. In addition, we will identify key factors to consider when evaluating VIP rollovers.
  • Social Security Income - We will help you understand your Social Security income and important factors such as inflation, spousal benefits, and survivor benefits. In addition, we will illustrate some differences between taking your social security income early vs. later.
  • Roth IRAs - We will offer you an overview on Roth IRAs and how they fit into your overall retirement plan. We will guide you through the process of converting your VIP after-tax contributions into a tax-free Roth IRA. In addition, we will illustrate the advantage of using a Roth as a generational planning tool.
  • Medical Retiree Plan & Medicare - We will summarize your Medicare options as they relate to Boeing retirees.

Please join Capital Planning, as they present this educational and empowering seminar. Capital Planning is an SEC registered investment advisor located in Bellevue Washington.

Capital Planning is a wealth advisory firm that has worked with Boeing executives & managers since 1983. The content of our newsletters and events is not sponsored or endorsed by The Boeing Company and is intended for educational purposes. Please contact your employee benefits department for current benefits information. Capital Planning is not a Boeing Company contracted vendor.