Upcoming events

Raytheon Retirement Planning Seminar (WEST COAST)

PDT

You must RSVP to receive access credentials for this event or seminar

Kendra Kearney, APMA™, Financial Advisor

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

Financial Advisor Kendra Kearney, APMATM, will present Raytheon Retirement Planning. This presentation is specifically designed for current and former Raytheon employees to share how to maximize key features specific to your benefit plans that many employees may be unaware of.

While Raytheon does not sponsor us, our value comes from the experience we have gained working with your current and former colleagues.

To learn more, join us for a virtual discussion on retirement planning. Spouses and significant others welcome. Also, feel free to share this with your Raytheon colleagues.

To reserve a spot: call us at 603.606.4255 or email us at riseprivatewealthmanagement@ampf.com
RSVP Online

Markets Update

EDT

You must RSVP to receive access credentials for this event or seminar

Nick Trombetta, Investment Manager, Chartered Financial Analyst® - Rise Private Wealth Management

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

Learn how recent events can impact your finances. During this complimentary seminar, you'll learn about:
  • Some factors that may contribute to market volatility
  • Strategies to help weather market uncertainty

To reserve a spot: call us at 603.606.4255 or email us at riseprivatewealthmanagement@ampf.com
RSVP Online
Investment products are not insured by the FDIC, NCUA or any federal agency, 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.

Raytheon Retirement Planning Seminar

EDT

You must RSVP to receive access credentials for this event or seminar

Kendra Kearney, APMA™, Financial Advisor

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

Financial Advisor Kendra Kearney, APMATM, will present Raytheon Retirement Planning. This presentation is specifically designed for current and former Raytheon employees to share how to maximize key features specific to your benefit plans that many employees may be unaware of.

While Raytheon does not sponsor us, our value comes from the experience we have gained working with your current and former colleagues.

To learn more, join us for a virtual discussion on retirement planning. Spouses and significant others welcome. Also, feel free to share this with your Raytheon colleagues.

To reserve a spot: call us at 603.606.4255 or email us at riseprivatewealthmanagement@ampf.com
RSVP Online

Long-Term Care Dinner & Seminar

EST

Manchester Country Club, 180 S. River Road, Loft Room, Bedford, NH 03110

Lisa Young, Associate Financial Advisor, Insurance Specialist

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

Learn how to help cover long term or chronic care costs by joining Rise Private Wealth Management for a special presentation; “How to Create a Plan for Extended Care.”

Lisa Young, Associate Financial Advisor, Insurance Specialist, will discuss identifying potential long-term and chronic care needs, understanding how these needs could affect your lifestyle, and how to protect yourself financially from long-term or chronic care expenses. This information will help you understand how to make an informed decision about how to protect yourself and your family from the devastation that can be caused when facing long term costs and learn more about the role it can play in your retirement plan.

Feel free to share with friends and family that could benefit from this information.
To reserve a spot: call us at 603.606.4255 or email us at riseprivatewealthmanagement@ampf.com
RSVP Online

BAE Systems Retirement Planning Dinner

EST

Buckley's Great Steaks, 438 Daniel Webster Highway, Merrimack, NH 03054

Financial Advisor Katie Geery, CFP®, MBA, APMA®, CRPC® , Private Wealth Advisor Nancy Burt APMA®, CRPC®, BFA™

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

Rise Private Wealth Management is knowledgeable and experienced at helping many people toward retirement. We invite you to join us in person on December 7th or virtually on December 8th for a Retirement Planning Seminar, with insights gained from the BAE Systems Retirement plans.

Financial Advisor Katie Geery, CFP®, MBA, APMA®, CRPC® and Private Wealth Advisor Nancy Burt APMA®, CRPC®, BFA™ will be presenting a discussion specifically designed for current and former BAE Systems employees to share how you can optimize the available options to help secure your retirement.

While BAE Systems does not sponsor us, our value comes from the years of experience we have gained working with your current and former colleagues.

We 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

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

To reserve a spot: call us at 603.606.4255 or email us at riseprivatewealthmanagement@ampf.com
RSVP Online

BAE Systems Retirement Planning Virtual Seminar

EST

You must RSVP to receive access credentials for this event or seminar

Financial Advisor Katie Geery, CFP®, MBA, APMA®, CRPC® , Private Wealth Advisor Nancy Burt APMA®, CRPC®, BFA™

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

Financial Advisor Katie Geery, CFP®, MBA, APMA®, CRPC® and Private Wealth Advisor Nancy Burt APMA®, CRPC®, BFA™ will be presenting a discussion specifically designed for current and former BAE Systems employees to share how you can optimize the available options to help secure your retirement.

While BAE Systems does not sponsor us, our value comes from the years of experience we have gained working with your current and former colleagues.

We 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

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

To reserve a spot: call us at 603.606.4255 or email us at riseprivatewealthmanagement@ampf.com
RSVP Online