Past Events

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

Past Events

The Seven Steps to Successful Retirement- For Boeing Executives

Location: Everett
Date: October 9th, 2014
Time: 4:30-6:30pm
Call our Office to RSVP

Location: Everett
Date:
October 15th, 2014
Time: 4:30-6:30pm
Call our Office to RSVP

Location: Long Acres Park
Date:
October 22nd, 2014
Time: 4:30-6:30pm
Call our Office to RSVP


Event Details

Executives retiring from Boeing have key decisions to make and important issues to resolve. The Seven Steps to Successful Retirement offers critical insights from a firm working with Boeing retirees for over three decades. Since 1983, Boeing executives have turned to Capital Planning for answers to their questions on retirement planning, executive benefits, and wealth management.

Come join Stephen Emanuels and Michael Quigley as they lead you through the Seven Steps to Successful Retirement including income strategies, nuances of Boeing benefits, integration of pension and VIP+ changes, investment management, and retirement planning. We will address...

  • When can I afford to retire?
  • How much can I plan to spend during my retirement?
  • What important decisions do I need to make?
  • What do I need to consider as a result of the recent changes in retirement benefits?
  • Which pension election may be best suited for me?
  • How can I manage my incentive benefits and executive compensation?
  • How should I consider investing in this low interest rate environment?

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

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



Thy Will be Done™: Getting Your Core
Documents in Order

Sponsored by BMA Goldcard
Please register through BMA Goldcard
June 11, 2014
11:00am-2:00pm (lunch provided)


Event Details

Every day approximately 6,500 US families lose a loved one. Studies estimate that roughly 46-77% of those people will die without a proper estate plan in place. In addition to dealing with their grief, each of these families may also have to struggle through the process of probate and distributing assets without the benefit of the deceased's wishes or instructions.

Even the most harmonious family can find relationships destroyed over the division of money, property, and heirlooms. Even if you have a plan – are you confident . . .

  • Your plan reflects your wishes?
  • Your plan is updated to reflect current law?
  • Your family is prepared for their inheritance?

Thy Will be Done™ is an interactive workshop experience. Instead of simply “listening” to a presentation you will have an opportunity to respond directly to key planning questions and make real-time decisions on your estate plan. If you desire, your decisions will be recorded and reflected back to you in a personalized Thy Will be Done™ Report. Imagine leaving the seminar having discovered ...

  • Whether or not to use certain types of trusts
  • How to protect certain estate assets from creditors
  • Your Power of Attorney, Trustees, Personal Representative, and Guardian
  • How to communicate and prepare your beneficiaries for their inheritance

Speakers

Douglas L. Phillips, PLLC. Doug is a member of the Washington State Bar Association, King County Bar Association, East King County Estate Planning Council, and the Seattle Estate Planning Council. Doug is a past member of the University of Washington Estate Planning Board. He is also a regular speaker on estate planning and tax issues at continuing legal education seminars, and is a speaker at estate planning presentations sponsored by Boeing, Weyerhaeuser, and other local companies. View Doug'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


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



Seven Steps to Successful Retirement™
Sponsored by Boeing Management Association
Please register through BMA
June 5, 2014
4:30-6:30 PM (dinner provided)


Event Details

Every person retiring from Boeing has key decisions to make and important issues to resolve. Seven Steps to Successful RetirementTM offers you critical insight from a firm that has worked with Boeing retirees for three decades. Since 1983, Boeing managers and executives have turned to Capital Planning for answers to their questions on retirement planning, company benefits, and wealth management.

Join Stephen Emanuels and Michael Quigley as they lead you through the Seven Steps to Successful Retirement TM lifestyle and income strategies, nuances of Boeing benefits, investment management, and retirement planning. During the workshop they will share what they have learned from successful retirees. Come discover...

  • What do I need to consider as a result of the recent changes in retirement benefits?
  • When can I afford to retire?
  • What are the critical decisions I need to make?
  • Which pension election may be best suited for me?
  • How should I invest in this low interest rate / high volatility market?

During this seminar you will have an opportunity to participate in an interactive discovery experience designed to educate, equip, and empower you in your planning efforts.

Spouses are encouraged to attend.

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

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

Events

See our Events Section for more details.

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