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.