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Boeing Retirement: Optimizing Your Benefits Webinar

May 4 @ 11:00 am - 12:00 pm

 

Are you interested in learning how to turn your Boeing retirement savings into a steady income stream? Should you choose the lump sum versus the company-provided annuity?

Planning for retirement is overwhelming no matter who you are or where you work. There are so many variables to consider and concerns to address.

As a Boeing employee, you’re already a step ahead – you’ve worked for a great company and likely have more benefit options than most people can hope for. But now what? What do you do with those benefits? How do you turn them into a consistent paycheck in retirement?

Sunrise Financial Services has prepared this digital presentation to serve as a crash course in the common questions and concerns surrounding retirement from The Boeing Company and the benefits you have accumulated.

Many of our existing clients are or were Boeing employees and have relied on the advisor here, Janice to assess their financial circumstances and aid in making an educated decision. There are many important topics to consider, the most important of which – choosing the lump sum versus the company-provided annuity. We have found our advice is split down the middle with half the scenarios indicating the lump sum being more beneficial and the other half showing the “Boeing Pension Annuity” as the better choice.

In addition to this digital presentation outlining the basics, each attendee will receive:

  • The Boeing Retirement FAQ Reference Sheet
  • The Sunrise Financial Services Retirement Checklist
  • A Complimentary Consultation with Financial Advisor Janice Hammond (available in -person or via Zoom meeting)

This event is open to all interested parties. If you or anyone you know is a Boeing employee who may be included in the next wave of lay-offs or also nearing retirement age, we highly encourage you to tune-in and invite any Boeing employees who may need these resources.

Details

Date:
May 4
Time:
11:00 am - 12:00 pm