Events

When a loved one has special needs, planning is not just about money. It’s about protecting routines, opportunities, and the life you have built together. Changes in health or ability can happen at any time, and when they do, a family’s financial world can shift overnight. Having the right guidance in place can make all the difference.

Join Rise Private Wealth Management for an informative, practical workshop designed for families, caregivers, and loved ones navigating the financial realities of special needs planning.

Presented by Private Wealth Advisor Nathaniel Krakow, BFA™, CRPC™, APMA®, ChSNC®, a Chartered Special Needs Consultant®, this virtual session will cover:

• Ways to protect benefits while building long-term financial security
• Planning strategies tailored to caregivers and families
• Simple steps you can take today to strengthen your long-term plan

This workshop is designed to offer clarity and reassurance. Whether you’re caring for a child, a spouse, a parent, or planning for your own future, specialized financial guidance can help you protect what matters most and move forward with confidence.

Ready to start your journey to your dream retirement?

Rise Private Wealth Management is here to guide you. Join our exclusive Retirement Planning Seminar for insights from BAE Systems Retirement plans. Discover strategies to tailor your retirement plan to your aspirations.

During this seminar, you'll:

- Uncover hidden potential in your 401(k) plan

- Maximize key features of your benefit plan.

- Explore retirement income management options.

- Connect with like-minded individuals and industry experts.

Don't come alone, invite your BAE Systems friends to join you! Take control of your financial future starting today.

While BAE Systems does not sponsor us, our value comes from the experience we have gained working with your current and former colleagues. We look forward to sharing valuable insights with you.

Get ready to embark on the path to your dream retirement!

Rise Private Wealth Management invites current and former Raytheon employees to an exclusive Retirement Planning Virtual Workshop.

During this seminar you will:

- Gain valuable insights

- Optimize benefit plans

- Explore retirement income options

- Connect with industry experts

Don't miss this opportunity to align your retirement plan with your goals! Spread the word to your Raytheon friends and colleagues - this seminar is full of valuable information!

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

Let's pave the way for a more prosperous retirement together.

Join us on Thursday, April 16th at 12:00 PM EST for a conversation with Meera Pandit, Executive Director and Global Market Strategist at J.P. Morgan. Discover the latest perspectives on global markets and economic trends in 2026. During this complimentary session, we’ll explore key themes including valuations, earnings outlooks, and the macro factors influencing investment decisions today.

Please feel free to share this invitation with anyone who would benefitfrom these timely market insights.

About Meera Pandit:

Meera is responsible for delivering timely market and economic insights to institutional and retail clients and conducting research on the global economy and capital markets. She is a contributor to publications such as the Guide to the Markets and is a frequent guest on Bloomberg, Yahoo! Finance, CNBC, CNN, and other financial news outlets.

Meera earned a B.A. in English from Tufts University and holds Series 7and 63 licenses. She is a CFA charter holder. Meera was featured as MarketWatch’s “Forecaster of the Month” in February 2020.

Retirement today is about so much more than leaving a career — it’s a major life transition that affects identity, purpose, relationships and well-being.

Join Rise Private Wealth Management’s Private Wealth Advisor Nathan Krakow, ChSNC®, CRPC™, APMA™, BFA™ on Tuesday, April 14 at 5:30 PM as we welcome Vicki Meltzer, CCC, CPC, Career Change, Retirement & Life Coach at Career Transition Studios for an engaging conversation about how you can:

• Approach the next chapter with intention and a renewed sense of purpose
• Navigate the phases of retirement with confidence
• Explore strategies for maintaining community & connection to support overall well-being

A selection of curated bites & drinks will be served!

Know someone who's beginning to plan for retirement? Please feel free to bring them as your guest.

In honor of International Women’s Month, we are excited to invite you to a special virtual event: Savvy Women, Smart Investors: Taking Charge of Your Financial Future.

Hosted by Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC and presented by Liz Flint, Business Development Consultant at MFS Investment Management.

Let’s talk about feeling more confident and in control of your financial life. During this complimentary session, we’ll dig into the real‑world money moments women face at every stage of life. We’ll explore practical strategies and insights to help you take charge of your financial future with confidence and purpose.

Empowerment grows when shared so feel free to pass this along to a friend, colleague, or any other woman in your life who may benefit from the insights this session will provide.