BAE Systems Retirement Planning Diner Date: Thursday, March 28, 2024 Time: 6:00 PM - 8:00 PM EDT Location: Copper Door, 15 Leavy Drive, Bedford, NH 03110 Presented By: Katie Geery CFP®, MBA, APMA™, CRPC™, Financial Advisor, Nancy Burt BFA™, APMA™, CRPC™ Private Wealth Advisor, Rick Chouinard APMA™, CFP®, BFA™ Financial Advisor Hosted By: Rise Private Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC Are you ready to embark on a journey toward your ideal retirement? Rise Private Wealth Management is knowledgeable and experienced at helping many people toward retirement. We invite you to join an exclusive Retirement Planning Seminar with insights gained from the BAE Systems Retirement plans, designed to empower you with the knowledge and strategies needed to craft a retirement plan tailored to your aspirations. While BAE Systems does not sponsor us, our value comes from the experience we have gained working with your current and former colleagues. During this engaging seminar, you will: Gain information on the hidden potential in your 401(k) plan.Learn how to maximize key features specific to your benefit plan.Explore options for managing your retirement income.Network with like-minded individuals and industry experts. *Space is Limited* To reserve a spot: call us at 603.606.4255 or email us at RisePrivateWealthManagement@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar
BAE Systems Retirement Planning Seminar Date: Friday, March 29, 2024 Time: 12:00 PM - 1:00 PM EDT You must RSVP to receive access credentials for this event or seminar Presented By: Financial Advisor Katie Geery, CFP®, MBA, APMA®, CRPC® and Private Wealth Advisor Nancy Burt APMA®, CRPC®, BFA™ Hosted By: Rise Private Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC Rise Private Wealth Management helps many employees toward retirement – including current and former BAE Systems employees. Please join us on March 29th for a Retirement Planning Seminar, with insights gained from the BAE Systems Retirement plans. 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 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 To reserve a spot: call us at 603.606.4255 or email us at RisePrivateWealthManagement@ampf.com Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar