Boeing Executive Events

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

Boeing Executive Events

Retiring from Boeing: What Executives Need to Know.
Understanding key decisions you need to make to be ready for retirement! 

 

This workshop specifically addresses important components of your Boeing retirement benefits. The Retiring from Boeing workshop offers critical insights from a firm with over three decades of experience working with Boeing retirees.

Event Details

Come join Stephen Emanuels and Michael Quigley as they lead you through Retiring From Boeing: What Executives Need to Know. We will address . . .

  • Boeing Pension and Supplemental Executive 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.
  • Supplemental Benefit Plan (SBP). We will illustrate how the SBP works, including contributions, funding, investments, and payment elections. We will address how the “available for transfer” and “not available for transfer are treated differently” and illustrate the consequences of making changes to payout options.
  • Deferred Compensation Plan (DCP). We will illustrate how the DCP works, including contributions, funding, investments, and payment elections. We will address how the “restorative benefit” and “executive benefit” components are treated differently and illustrate the consequences of making changes to payout options.
  • Restricted Stock Units (RSUs) and Performance Based Restricted Stock Units. We will help you understand how the RSUs and PBRSUs are treated differently and paid out during retirement.
  • Boeing Stock Options.We will help you understand how the stock option leverage works and how critical expiration dates may change upon retirement.
  • 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.
  • Health Care. Health care has become a significant concern of Boeing retirees. We will address your health care options and Medicare supplemental insurance as it relates to Boeing retirees.
  • Sick Leave &Vacation Pay. Over time, many Boeing employees may accumulate a lot of sick leave and vacation pay. Come discover how this will be paid to you at retirement.

Spouses are encouraged to attend. A meal will be provided at no charge.

Please join Capital Planning, as they present this educational and empowering seminar. Capital Planning is a 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.

Speakers

Stephen P. Emanuels, CFP®, CPA/PFS, CIMA®
Senior Wealth Advisor, Principal
Capital Planning, LLC

Stephen is well regarded in the Boeing community as an educator. He has been the guest speaker for many events at Boeing and covers topics related to investment, retirement, and compensation planning. View Stephen's full biography


J. Michael Quigley, CFP®
Senior Wealth Advisor, Principal
Capital Planning, LLC

Michael has 20 years of wealth management experience and a distinguished track record as an advisor to Boeing managers and executives. He has been a frequent keynote speaker for BMA and BMA Goldcard events. View Michael's full biography

Events

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