Upcoming events

BAE Retirement Planning Dinner

  • Bob Bonfiglio, CFP ® , ChFC ® , MBA, Private Wealth Advisor - Ameriprise Financial Services, Inc.
  • Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Featured speaker Private Wealth Advisor Bob Bonfiglio, CFP®, ChFC®, MBA and Barron's® Top 1,200 advisor will present “BAE Retirement Planning” in which he will review how Rise Private Wealth Management has been helping a number of BAE employees toward retirement. In his experience, there are many key features of the BAE benefit plans that employees are unaware of. If you are interested in learning more, we would like to invite you to join me from the comfort of your own home for a virtual meeting where Bob will take about 30minutes to discuss the items below. The rest of the evening will be a fun social event to catch up with friends and colleagues from BAE virtually.

At this dinner you will learn about:

- The principles of tax control

- The hidden potential in your 401(k) plan

- Options you have to 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 Sanders and/or BAE pension plan

- a review of insurance and estate planning benefits available at BAE

Spouses and significant others are welcome to join us.

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Toll number: +1612-351-0276,,752004377# (Dial-in Number) English (United States)

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Conference ID: 752004377

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To reserve a spot: call us at 603.606.4255 or email us at Kristina.Michalewicz@ampf.com

This is an informational event. 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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

BAE Retirement Planning Dinner

  • Bob Bonfiglio, CFP ® , ChFC ® , MBA, Private Wealth Advisor - Ameriprise Financial Services, Inc.
  • Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Featured speaker, Bob Bonfiglio, Private Wealth Advisor, will outline how Rise Private Wealth Management has been helping a number of BAE employees toward retirement. At this dinner you will learn about:

- Tax Control

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

- Features of your Sanders and/or BAE pension plan

- Deferred Compensation

This is an informational event. There is no cost or obligation.

To reserve a spot: call us at 603.606.4255 or email us at Kristina.Michalewicz@ampf.com

This is an informational event. There is no cost or obligation.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.CA Insurance #0I14069 AR License #331292 Ameriprise Financial Services, Inc. Member FINRA and SIPC. © 2019 Ameriprise Financial Inc. All rights reserved.

BAE Retirement Planning Dinner

  • Bob Bonfiglio, CFP ® , ChFC ® , MBA, Private Wealth Advisor - Ameriprise Financial Services, Inc.
  • Rise Private Wealth Management, a private wealth advisort practice of Ameriprise Financial Services, Inc.

Featured speaker, Bob Bonfiglio, Private Wealth Advisor, will outline how Rise Private Wealth Management has been helping a number of BAE employees toward retirement. At this dinner you will learn about:

- Tax Control

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

- Features of your Sanders and/or BAE pension plan

- Deferred Compensation

To reserve a spot: call us at 603.606.4255 or email us at Kristina.Michalewicz@ampf.com

This is an informational event. There is no cost or obligation.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.CA Insurance #0I14069 AR License #331292 Ameriprise Financial Services, Inc. Member FINRA and SIPC. © 2019 Ameriprise Financial Inc. All rights reserved.