American Financial Advisors

06/03/2026

05/04/2026

Stay “in the Green” – Deviate around these Retirement Traps (Does your advisor discuss these topics? AFA Retirement team does!)
Common Pre- and Post-Retirement “traps”.

• Not saving enough
• Treating your IRA/401(k) as a Piggy Bank
• Carrying large mortgages or unnecessary debt into retirement
• Low emergency funds
• Timing the Markets and/or Investment Policy Statement (IPS) doesn’t match the Risk Profile
• Not enough Life Insurance and Lack of Survival planning
• High IRA/401(k) withdrawal rates, which often affect IRMAA High Income Medicare premiums –
• Starting Social Security before L/D Max
• Selecting the wrong Retiree Medical options

We discuss these topics and more at AFA’s upcoming seminars (Contact AFA to RSVP):

PHX – Tuesday 5/19/26
Hampton Inn & Suites Tempe/PHX
1550 S. 52nd St., Tempe, AZ

DFW – Wednesday 5/20/26
Hilton Home2Suites Coppell/Grapevine
1030 W Sandy Lake Rd, Coppell, TX

DFW (Weekend Seminar) – Saturday 6/13/26 | 2–5 PM
Homewood Suites DFW South
4600 Hwy. 360, Fort Worth, TX
Focused sessions for AA Pilot Spouses (Survivor Benefits, Medicare, Social Security, Estate Planning) and AA Pilots (Sick Leave, LTD, A Plan, PBGC, and more)

DFW – Monday 6/15/26
Homewood Suites DFW South
4600 Hwy. 360, Fort Worth, TX

Contact AFA to RSVP.

04/15/2026

AFA Retirement, Benefit & Survivor Planning Seminars – 2026 Schedule

Join us for our live, in-person seminars designed to help you better understand your retirement, benefits, and long-term planning options.

📍 Chicago (ORD)
🗓 Tuesday, April 21, 2026
📌 Hampton Inn ORD–Rosemont
9480 W Higgins Rd, Rosemont, IL

📍 Dallas/Fort Worth (DFW)
🗓 Wednesday, April 22, 2026
📌 Homewood Suites DFW South
4600 Hwy. 360, Fort Worth, TX

📍 Phoenix (PHX)
🗓 Tuesday, May 19, 2026
📌 Hampton Inn & Suites Tempe/PHX
1550 S. 52nd St., Tempe, AZ

📍 Dallas/Fort Worth (DFW)
🗓 Wednesday, May 20, 2026
📌 Hilton Home2Suites Coppell/Grapevine
1030 W Sandy Lake Rd, Coppell, TX

📍 DFW – Special Session (Spouses Focused)
🗓 Saturday, June 13, 2026 | ⏰ 2:00 PM – 5:00 PM
📌 Homewood Suites DFW South
4600 Hwy. 360, Fort Worth, TX
➡️ Focused on key topics for spouses of AA Pilots, including Survivor Benefits, Medicare, Estate Planning & more. Pilots are welcome and encouraged to attend.

📍 Dallas/Fort Worth (DFW)
🗓 Monday, June 15, 2026
📌 Homewood Suites DFW South
4600 Hwy. 360, Fort Worth, TX

These sessions cover key topics such as retirement benefits, Social Security, Medicare, estate planning, and survivor planning—so you can make informed decisions with confidence.

Seats are limited—plan to attend a session near you.

03/26/2026

We just completed 4 great seminars for the AA Pilots in & . Next stops are , & back to master base. Hot topics - MBCBP, 401k Catch-up & more. Interested in attending? Q? Contact http://bit.ly/20W0m9o