Allworth Airline Advisors (Formerly RAA)

If transferring your wealth to your family is a top priority for the future, 2025 could bring changes with major implications for how much you can leave behind. Join our experts as they uncover strategies every high-net-worth pilot needs to consider so you can pass on more of your wealth. Join us for our essential new webinar, register now at https://lnkd.in/g9tCQXvK

Interest rate trajectories in 2025 will present opportunities for high-net-worth investors—if you have the right strategies in place. From lowering your tax burden to maximizing growth potential, our financial experts deliver proven strategies that high-net-worth pilots use to grow, protect, and preserve their wealth. Register for our new webinar to learn more: https://lnkd.in/g9tCQXvK

From high earnings to substantial investible assets, pilots face a unique set of challenges most investors don’t. We have an essential new guide offering tax planning tactics to navigate these complexities and find opportunities for long-term financial success. Download the guide today and request a free consultation with one of our airline-specialized advisors to learn more about implementing these strategies in your plan. https://bit.ly/taxtips2025

Are you ready to soar to new heights? Join us at the 2025 NGPA Expo in Palm Springs on Thursday and Friday (February 13th-14th). We’re excited to share exactly what an airline-specialized advisor can do for you—and the wealth you’ve started to build. Stop by booth #508 and say hi! Learn more at https://lnkd.in/g7bGXfsc

For pilots, more wealth means more financial planning challenges. From diverse savings and investment techniques to proactive tax liability mitigation, Allworth founder, Scott Hanson, and financial experts, Victoria Bogner and James Risalvato, discuss hurdles high-net-worth individuals face — and tactics used to overcome them. Save your virtual seat at https://lnkd.in/gAunsY4n

Navigating uncertain skies? With recent furlough news, Spirit pilots and families may be rethinking financial plans. Whether you’re just starting, planning for retirement, or somewhere in between, these changes can feel overwhelming. Before making emotional financial decisions, we encourage you to speak with one of our Spirit-specialized advisors—obligation-free. We’re here to provide a second opinion on cash flow, airline-provided options, and answer any questions about your financial security. Get the guidance and peace of mind you deserve in these turbulent times. Schedule your free call at https://lnkd.in/gYaq5DpX.

Can’t wait to see everyone at the RTAG?2024 National Convention in Fort Worth this weekend! Stop by Booth #432 to discover what guidance from an airline-specialized advisor can do for your financial future. And don’t miss our presentation about the must-knows every pilot needs to build a complete financial plan.

We’re proud to announce that one of our financial advisors, Alyse Dominguez, MS, ChFC?, is teaming up with?Women in Aviation International (WAI) for Empowering Women Through Financial Knowledge: From Takeoff to Retirement, an WAI member-only event designed to help women in aviation take control of their financial journey. ?? Date: Tuesday, September 24, 2024 from 12:00 PM - 1:00 PM (EDT) ?? Learn more at ?https://lnkd.in/gzsWYm7r To register, you need to be or become a member of Women in Aviation International. You can learn more about the benefits of WAI membership at https://lnkd.in/eWi58yxB.

We're excited to sponsor the Farewell Brunch at NGPA’s Cape Cod Classic this weekend! Our advisor and NGPA member, Josh J. Garcia, CFP?, ADPA?, is looking forward to reconnecting with clients and friends. He’ll be available to answer your financial planning questions and discuss how our specialized team can support your goals. See you there! Learn more at RAA.com/NGPA

As we pause to remember the events of September 11, 2001, we honor the lives lost, the bravery of first responders, and the resilience of countless families affected by this tragic day. The spirit of unity that emerged in the aftermath continues to inspire us to find strength in adversity and compassion for one another. Today, we stand together in reflection and remembrance, and we extend our thoughts to all who have been impacted by this day of national significance. We join the nation in honoring their memory.