Retirement Planning Seminar
Bob Bonfiglio, CFP ® , ChFC ® , MBA, Private Wealth Advisor
Rise Private Wealth Management, a private wealth advisort practice of Ameriprise Financial Services, LLC
Featured speaker Bob Bonfiglio, CFP®, ChFC®, MBA and Barron's® Top 1,200 advisor 2014-2020 will be presenting “Retirement Planning,” a seminar 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 your 401(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
Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. Selection of winners is done by comparing advisors at a national level, selecting winners, and then sorting them into state-specific lists. A separate evaluation is not done for each state. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.