Register for this webinar
Angle of Ascent: Retirement Planning for the Pilot Who Has Been Saving Up
Calling all pilots! You’ve spent your career earning, saving, investing, and building your savings, but as retirement approaches, an over-funded employer 401(k) might be working against you.
The decisions you make today could cost you and your family thousands in unnecessary taxes.
How will your different income sources work together? When and where should you take income from?
Join Intelliplan Financial for a practical conversation about the transition from building wealth to using it in retirement.
Plus, hear from a real pilot like you.
- Date: October 14, 2026
- Time: 12:00 PM ET (11:00 AM CDT)
- Location: Online Webinar
- Duration: 1 hour
What We’ll Show You
- Strategies to help reduce lifetime taxes in retirement.
- Ways to coordinate 401(k)s, IRAs, Roth accounts, Social Security, and taxable investments to pay less to the Internal Revenue Service (IRS).
- How capital gains and ordinary income can affect the bigger tax picture.
- How to help protect your assets from the government and pass them on to your children and grandchildren.
- BONUS: A practical retirement planning checklist.
Joe Overfield
Intelliplan Financial, President │ Lead Investment Adviser Representative │ CF2 (Certified Financial Fiduciary®) │ BPC │ National Social Security Advisor (NSSA®)
With more than 15 years of experience in the insurance and financial services industry, Joe founded IntelliPlan Financial in 2015. As an Investment Adviser Representative, Certified Financial Fiduciary®, National Social Security Advisor, and Bucket Plan Certified® advisor, Joe brings financial planning expertise to the conversation and helps explain how different retirement decisions can affect the bigger picture.
Whitney Rhinehart
Intelliplan Financial, Chief Operating Officer
Whitney is a strategic leader in financial services with experience supporting the growth and operations of financial planning firms. As Intelliplan’s Chief Operating Officer, she oversees operations, technology, marketing, and client experience. During the webinar, Whitney will steer the conversation, asking practical questions and helping keep the discussion clear and relatable.
Jeff Soltis
United Airlines Captain
Jeff is a United Airlines Captain with 37 years of aviation experience and a client of Intelliplan for more than 10 years. At 61, Jeff has spent nearly four decades in the cockpit while building a life beyond his career as a pilot. As a husband, father of two, and grandfather, he understands that retirement planning is about more than simply preparing to leave the flight deck. During the webinar, Jeff will share his personal experience working with Intelliplan, what he’s learned along the way, and how having a financial plan has helped him prepare for the next chapter of life.
Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. Intelliplan Financial and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance Services offered through Intelliplan Financial are not affiliated with PCA. Information and strategies from this presentation should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
