Did you know that your Boeing pension doesn't have a cost of living adjustment rider to account for inflation?
Have you built your retirement strategy around the fact that you have to pay income tax on the distributions of your VIP Plan?
Come learn our top financial strategies as you navigate through the blindspots
in your Boeing VIP Plan... AND happy hour is ON US!
You are invited to join us:
Thursday, September 26
The Lodge Sports Grille
7928 Mukilteo Speedway, Mukilteo, WA 98275
doors open at 4:00 pm
education and conversation at 4:30 pm
happy hour and networking until 6:00 pm
SPEAKERS:
Fernando Pohina serves as Vice President of Pacific Capital Resource Group, Inc., bringing his vast knowledge and desire to his clients as he educates and helps them eliminate financial inefficiencies. He personally meets with clients to review their goals and objectives, helping to develop a customized financial plan to ensure his clients achieve their goals. Utilizing his management skills, Fernando has built a team of advisers that work with clients of all complexities and deliver service that is communicative, educational, and of utmost integrity.
425.641.8788 | ext. 2085
[email protected]
Alex Gray serves as a financial adviser with Pacific Capital Resource Group, Inc. He works with individuals, families, and business owners to build comprehensive financial plans that help them achieve their short-term and long-term financial goals. Alex specializes in working with employees of large corporations in the Puget Sound Area such as Boeing, Frontier Communications, McKinstry, to name a few, to build plans that complement their work benefits.
425.641.8788 | ext. 2034
[email protected]
Registered Representatives of Hornor, Townsend & Kent, LLC (HTK). Securities and Investment Advisory Services are offered exclusively through HTK, a Registered Investment Advisor, member FINRA/SIPC. HTK does not offer tax or legal advice. Pacific Capital Resource Group, Inc. (PCRG) is independent of and unaffiliated with HTK. PCRG Headquarters: 10900 NE 8th Street, Suite 1550, Bellevue, WA 98004, 425-641-8788, www.pcrg.com. 2704870AL_SEP21
