Upcoming events

BAE Retirement Planning Seminar

  • Rise Private Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

Rise Private Wealth Management helps many employees toward retirement – including current and former BAE Systems employees.

On September 30th, Private Wealth Advisor Bob Bonfiglio, CFP®, ChFC®, MBA and Barron's® Top 1,200 advisor will be presenting a discussion specifically designed for current and former BAE Systems employees to share how retirement can be realized by maximizing key features specific to your benefit plans that many employees are unaware of. While BAE Systems does not sponsor us, our value comes from the experience we have gained working with your current and former colleagues.

Bob will review:

- The hidden potential in your401(k) plan

- Some important features of your pension plan

- Building a source of tax-free income for your retirement

- Estate planning benefits available to you … and more

To learn more, join us for dinner and a discussion on open enrollment and retirement planning. Spouses and significant others welcome. Also, feel free to share this with your BAE Systems colleagues.

Attendees will sit at separate tables of 2-6 people. Food and beverage will be served at the event. Please be sure to arrive on the earlier side to grab a drink before the presentation starts!

RSVP: You and your guest(s) by September 27 to emma.biedrzycki@ampf.com

To reserve a spot: email us at emma.biedrzycki@ampf.com

There is no cost or obligation.

Space is limited. This is an informational presentation. There is no cost or obligation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIALPLANNER™ and CFP® certification mark (with plaque design) logo in the U.S.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Rise Private Wealth Management is not affiliated with or sponsored by BAE. Reference to any product within a plan is based on knowledge as of 08/2021 and Rise Private Wealth Management does not offer any analysis or opinion of product changes after that date.

BAE Retirement Planning Seminar

  • Rise Private Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

Rise Private Wealth Management helps many employees toward retirement – including current and former BAE Systems employees.

On October 1st, Private Wealth Advisor Bob Bonfiglio, CFP®, ChFC®, MBA and Barron's® Top 1,200 advisor will be presenting a discussion specifically designed for current and former BAE Systems employees to share how retirement can be realized by maximizing key features specific to your benefit plans that many employees are unaware of. While BAE Systems does not sponsor us, our value comes from the experience we have gained working with your current and former colleagues.

Bob will review:

- The hidden potential in your401(k) plan

- Some important features of your pension plan

- Building a source of tax-free income for your retirement

- Estate planning benefits available to you … and more

To learn more, join us for dinner and a discussion on open enrollment and retirement planning. Spouses and significant others welcome. Also, feel free to share this with your BAE Systems colleagues.

RSVP: emma.biedrzycki@ampf.com

To reserve a spot: email us at emma.biedrzycki@ampf.com

There is no cost or obligation.

Space is limited. This is an informational presentation. There is no cost or obligation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIALPLANNER™ and CFP® certification mark (with plaque design) logo in the U.S.

Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Rise Private Wealth Management is not affiliated with or sponsored by BAE. Reference to any product within a plan is based on knowledge as of 08/2021 and Rise Private Wealth Management does not offer any analysis or opinion of product changes after that date.

Raytheon Retirement Seminar

  • Rise Private Wealth Management

I would like to invite you to a retirement planning virtual presentation exclusively for Raytheon employees hosted by Rise Private Wealth Management.

Featured speaker Financial Advisor Kendra Kearney, APMA®, will present “Raytheon Retirement Planning” in which she will review how Rise Private Wealth Management has been helping several Raytheon employees toward retirement. In her experience, there are many key features of the Raytheon benefit plans that employees are unaware of. If you are interested in learning more, I would like to invite you to join me from the comfort of your own home for a virtual meeting where Kendra will take about 30 minutes to discuss the items below.

At this meeting you will learn about:

- The principles of tax control

- The hidden potential in your Raytheon 401(k) plan

- Options you must create “tax diversification”

- How to build a source of tax-free income for your retirement

- How to manage your 401(k) as you approach retirement

- Some important features of your Raytheon pension plan

Feel free to forward this on to any colleague who would benefit from learning this vital information!

RSVP: email emma.biedrzycki@ampf.comto receive the Teams link

To reserve a spot: email us at emma.biedrzycki@ampf.com

There is no cost or obligation.

Ameriprise Financial and its representatives do not provide tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.