Beer & Trivia
Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services LLC
Please join us for a night of trivia and beer tasting, as Rise Private Wealth Management hosts their first Young Professionals virtual event. Great North Aleworks will be providing a mixed 4-pack of beers including: Marzen Rover (an amber lager), Hazy Rotation (a New England style IPA), RVP (Robust Vanilla Porter), and Moose Juice IPA. Samples will be delivered to your home, with an alternative option to pick up at the brewery.
Following the tasting, will be a game of trivia. Each participant will be competing individually. Attendees will be able to answer the questions via their device through a URL provided. *When you click on the link you are moving to a 3rd party site. Your name will be displayed to other participants
Questions are worth up to 150 points and players will have 25 seconds to answer. The point value decreases as the clock runs down, so the faster a player answers the better.
Retirement Planning Seminar
Bob Bonfiglio, CFP ® , ChFC ® , MBA, Private Wealth Advisor
Rise Private Wealth Management, a private wealth advisort practice of Ameriprise Financial Services, LLC
Featured speaker Bob Bonfiglio, CFP®, ChFC®, MBA and Barron's® Top 1,200 advisor 2014-2020 will be presenting “Retirement Planning,” a seminar 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
Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. Selection of winners is done by comparing advisors at a national level, selecting winners, and then sorting them into state-specific lists. A separate evaluation is not done for each state. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Born to Run - Noelle Lambert's Story
Noelle Lambert , Founder - The Born to Run Foundation™
Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC
Please join us for a special presentation as Noelle Lambert, former D1 athlete and founder of the Born to Run Foundation speaks about her story, what it taught her, what lessons everyone can learn from it, and how they especially apply in today's environment.
Noelle Lambert is not affiliated with Ameriprise Financial Services, LLC
Strategies to Nurture Resilience in Ourselves and Others
Dr. Robert Brooks, Psychologist, Ph.D.
Rise Private Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC
Featured speaker, Dr. Robert Brooks, Ph.D., will discuss the topic of nurturing resilience during these difficult times. This includes:
· Assuming “personal control” in terms of one’s attitude and response to events in our lives
· Fostering positive relationships and avoiding loneliness
· Implementing realistic TLCs (therapeutic lifestyle changes) or self-care practices
· Engaging in “contributory activities” that enrich the lives of others
· Practicing gratitude
Dr. Robert Brooks is not affiliated with Ameriprise Financial Services, LLC