Upcoming events

BAE Systems Retirement Planning Dinner

EST

Buckley's Great Steaks , 438 Daniel Webster HWY, Merrimack, NH 03054

Katie Geery MBA, CFP®, APMA®, CRPC™ Private Wealth Advisor, Vice President, Nancy Burt BFA™, APMA®, CRPC™ Private Wealth Advisor, Vice President, & Rick Chouinard APMA®, CFP®, BFA™ Financial Advisor

Rise Private Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC

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.

To reserve a spot: call us at 603.606.4255 or email us at RisePrivateWealthManagement@ampf.com
RSVP Online

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

Ameriprise Financial Services, LLC, is not responsible for and does not attest to the accuracy of the information provided. Ameriprise Financial does not provide administrative or investment management services for the BAE Systems benefit plan and is not responsible for verifying the accuracy of the information provided by BAE Systems.

Ameriprise Financial does not offer tax or legal advice. Consult your tax advisor or attorney.

This information is being provided only as a general source of information and is not intended to be used as the primary basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of an individual investor. This information is not intended as legal or tax advice. Any individual projections are only estimations and are not intended to represent a guaranteed outcome. Please consult with your legal and tax advisors regarding your individual situation.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.

Protecting Your Data: Aware and Prepared

EST

You must RSVP to receive access credentials for this event or seminar.

Doug Orton, Senior Business Development Strategist - MFS Investment Management

Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

Cyber threats are constantly evolving—and so should your defenses. Join Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC for an eye-opening session that will help you safeguard your personal and financial information.

Moderated by Rise Private Wealth Advisor, Tony Rizzuto, CFP®, APMA® and presented by MFS Investment Management’s Senior Business Development Strategist, Doug Orton, this session aims to empower you with practical tips to help you stay secure in today’s data driven world.

During this session, we will discuss:

  • Spotting red flags: Common scams—direct, digital, and hybrid
  • How to fight back: Practical prevention tips to protect your data
  • The importance of acting fast: Steps to take if you become a victim

Don’t miss this chance to strengthen your cybersecurity awareness and protect what matters most.

We encourage you to pass this along to anyone who could gain insights from this informational discussion!

For more information: email us at riseprivatewealthmanagement@ampf.com
RSVP Online

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

MFS Investment Management and its representatives are not affiliated with Ameriprise Financial, Inc.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.