Financial Advisor Katie Geery, CFP®,MBA, APMA®, CRPC® and Private Wealth Advisor Nancy Burt APMA®, CRPC®, BFA™
Rise Private Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC
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 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.
We will review:
- The hidden potential in your401(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