Join Us for Lunch and an Interactive Learning Session

United Airlines Pilots and their spouses are invited to join us for lunch and an interactive learning session with our team of professionals who specialize in assisting with the financial planning needs of airline employees and their families.

Gain insights on financial topics such as:
● United Pilot Benefits
● Tax Strategies
● Estate Planning
● Behavioral Finance
● And More

Our team will be happy to answer any questions you have about your financial plan, investments, United Airlines benefits, or any other topics you may have been wondering about. If you know a family member, friend, or colleague who is interested, we encourage you to bring them too. RSVP to reserve your seat for your preferred date.

HAVE QUESTIONS OR PREFER TO RSVP BY PHONE? 

CONTACT SHANNON BOURQUE AT (800) 321-9123