Executive Events

Strategies for Annual Enrollment - What Executives Need to Know

Join Michael Miller, CEO of Capital Planning, for a BLN Executive 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 Executives with their investment and retirement planning since 1983. 


Event Details  

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

  • Voluntary Investment Plan (VIP)
      • Understand the $19,000 limit and the $6,000 catch-up provision
      • Learning the difference between pre-tax, after-tax, and Roth deferrals
      • Understand the benefit of maximizing VIP after-tax deferrals
      • Learn how to convert VIP after-tax balances to a self-directed IRA

  • Executive Supplemental Savings Plan (ESSP)
      • Understanding the pros & cons of the Restoration vs Extra Deferral elections
      • Create a plan for salary, annual incentive and performance award deferrals
      • Determine how to coordinate your payment schedule for ESSP & DCP accounts

Webinar includes:

  • Annual Enrollment Decision Guide - a step by step process to determine your savings deferral decisions

  • Complimentary Strategy Session with CEO, Michael D. Miller, CFP® ChFC® (conducted via screenshare/phone or in person) to implement your Annual Enrollment strategy

Webinars
All times are PST and are 1.5 hours in length

November 7, 2019
5:30 AM / 7:30 AM / 2:00 PM


November 11, 2019
5:30 AM / 7:30 AM / 2:00 PM


November 13, 2019
5:30 AM / 7:30 AM / 2:00 PM



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.

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