Executive Events


Executive Strategies for Annual Enrollment

 2021 Update: We are replacing this year's Annual Enrollment Webinar with the following offers:

It's that time - Annual Enrollment 
November 2nd thru 23rd

Last year's Annual Enrollment revealed several changes in the way benefits and compensation work. This year, there are even more changes
for consideration that will have an impact on your current financial planning and in the future as you work with your retirement plan. 

Don't fret, we are here to help you navigate though the process! For those who need to understand how the elections work,
to those who would rather be hands off and have us take the lead... we gladly offer our services.


Capital Planning has over 35 years of experience working with Boeing Executives and their complex compensation packages.

 
COMPLIMENTARY EXECUTIVE ANNUAL ENROLLMENT SESSION

60-90 Minute Phone/Screen-share

Strategy Sessions are limited to Annual Enrollment decisions (unless you are retiring within the next 6 months)


For those who have previously received a complimentary session we offer:

EXECUTIVE ANNUAL ENROLLMENT FINANCIAL PLANNING SERVICE

2 Hour Phone/Screen-share  
$1,500 billed after your meeting (if fully satisfied)

Strategies in this meeting: Cash Flow Analysis; Tax Planning; Annual Enrollment Calculator Simulations;
VIP & ESSP Contribution Scenario Planning; ESSP & DCP Payment Scenario Planning;
Contribution & Payment Elections; Tax Withholding Adjustments Review


Our Boeing Executive Team:
  Michael D. Miller CFP®, ChFC®      James E. Kelley, Jr., MBA, CFP®     Courtney O. Hanrahan CFP®


Please call the office at 425-643-1800 for priority scheduling or fill out the form below requesting Annual Enrollment Services


Capital Planning, LLC is a SEC registered investment advisory firm (RIA) located in Bellevue, WA.  We are held to a fiduciary duty to put the interests of our clients before ourselves.  Capital Planning is not a Boeing Company contracted vendor.  Please contact your benefits department for current benefit information. For tax and legal advice, please contact your tax professional or legal advisor. 


We are working on our 2022 Webinar Schedules
If you would like advance notice of webinar dates/times, please fill out the form below.

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