Upcoming events

BAE Retirement Seminar

  • Robert Bonfiglio, CFP®, ChFC®, MBA , Co-Founder and Private Wealth Advisor
  • Rise Private Wealth Management

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 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 virtually for a 45-minute discussion on retirement planning followed by a Question and answer period. Spouses and significant others welcome. Also, feel free to share this with your BAE Systems colleagues.

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

This event is not affiliated with or endorsed by BAE Systems, but there is no cost to attend or obligation of any kind.

BAE Retirement Seminar

  • Robert Bonfiglio, CFP®, ChFC®, MBA , Co-Founder and Private Wealth Advisor
  • Rise Private Wealth Management

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 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 virtually for a 45-minute discussion on retirement planning followed by a Question and answer period. Spouses and significant others welcome. Also, feel free to share this with your BAE Systems colleagues.

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

This event is not affiliated with or endorsed by BAE Systems, but there is no cost to attend or obligation of any kind.

BAE Health Care Seminar

  • Kelly Dobens - Small Business Benefit Solutions, LLC and NH Medicare Benefit Solutions
  • Rise Private Wealth Management

Rise Private Wealth Management helps many employees toward retirement – including current and former BAE Systems employees - which has given us an in-depth understanding of the countless benefits offered by your company.

On Thursday May 13th, Financial Advisor Nancy Burt, APMA® will be presenting BAE Systems Health Insurance Seminar, and Kelly Dobens, Small Business Benefit Solutions, LLC and NH Medicare Benefit Solutions, will be presenting on Medicare 101. This seminar is specifically designed for current and former BAE Systems employees to share key features specific to your health benefit plan and what happens after retirement. While BAE Systems 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 virtually for a 45-minute presentation on health insurance and Medicare followed by a Question and answer period. 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 emma.biedrzycki@ampf.com

This event is not affiliated with or endorsed by BAE Systems, and there is no cost or obligation to attend.

Market Update

  • Chris Kinnane, CRPC®, Managing Partner/Private Wealth Advisor - Rise Private Wealth Management
  • Rise Private Wealth Management

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: email us at emma.biedrzycki@ampf.com
Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involved investment risks including possible loss of principal and fluctuation in value.

Raytheon Retirement Seminar

  • Kendra Kearney, APMA®, Financial Advisor
  • 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 invite any colleague who would benefit from learning this vital information!

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.

Past events

Financial Strategies for Women

  • Kendra Kearney, APMA®, Financial Advisor
  • Rise Private Wealth Management

Financial concerns are among the highest stressors impacting all areas of your life. Financial Advisor, Kendra Kearney, will discuss four specific areas which influence financial stress or financial freedom. The social aspect of longer lifespan, the income gap for women, life changes that affect balancing multiple roles and responsibilities all impact financial well-being. Learn some strategies that will promote financial security.

Feel free to share this with anyone who would benefit from learning this vital information!

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.