Manager Events

Annual Enrollment & VIP Strategies Workshop/Webinar

Join Michael Miller, CEO of Capital Planning, for a BLN Live Workshop or Webinar as he presents a step by step process to determine your deferral elections that will impact your take-home pay, retirement plans, and income taxes. 

Capital Planning has been helping Boeing managers and leaders with their investment and retirement planning since 1983. 

Event Details  

Please register through Boeing Leadership Network.  Dates are listed below.

  • Voluntary Investment Plan (VIP) Contribution Planning:
      • Determining your ideal contribution amount
      • Understanding the $19,000 limit and the $6,000 catch-up provision
      • Learning the difference between pre-tax, after-tax and Roth deferrals

  • Supplemental Savings Plan (SSP)
      • Understanding the pros & cons of SSP enrollment
      • Determining your ideal payout schedule and age selection

  • * Roth Conversions
      • Understanding the benefit of maximizing VIP after-tax deferrals
      • Learning how to convert VIP after-tax balances to a self-directed Roth IRA

  • * Group Life and Disability – an update on changes and your alternatives

    • * Due to time limitations, not included in the webinar.

    Workshops & Webinars

    September 26, 2019 - LIVE WORKSHOP
    Emerald Downs, 2300 Emerald Downs Dr. Auburn, WA
    4:30 – 6:00 PM (dinner provided)
    Spouses are encouraged to attend.

    October 8, 2019 - WEBINAR
    11:15 AM – 12:15 PM (PDT and 1 hour in length)

    October 10, 2019 – LIVE WORKSHOP
    Maplewood Greens Golf Course, 4050 Maple Valley Hwy.  Renton, WA
    4:30 – 6:00 PM (dinner provided)
    Spouses are encouraged to attend.

    October 24, 2019 – LIVE WORKSHOP

    Hilton Garden Inn, 8401 Paine Field Blvd.  Mukilteo, WA
    4:30 – 6:00 PM (dinner provided)
    Spouses are encouraged to attend.

    Capital Planning, LLC is an SEC registered investment advisory advisory firm that has worked with Boeing executives and managers since 1983. The content of our events is not sponsored or endorsed by The Boeing Company and is intended for educational purposes only. Please contact your employee benefits department for current benefit information. Capital Planning is not a Boeing Company contracted vendor.