Co-Founder and Private Wealth Advisor Bob Bonfiglio MBA,CFP®, ChFC®, BFA™ and Financial Advisor Katie Geery, CFP®, MBA, APMA®, CRPC® willbe presenting a discussion specifically designed for current and former BAESystems employees to share how you can optimizethe available options to secure your retirement.

While BAE Systems does not sponsorus, our value comes from the years of experience we have gained working withyour 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

Co-Founder and Private Wealth Advisor Bob Bonfiglio MBA, CFP®, ChFC®, BFA™ and Financial Advisor Katie Geery, CFP®, MBA, APMA®, CRPC® will be presenting a discussion specifically designed for current and former BAE Systems employees to share how you can optimize the available options to 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

This presentation is specifically designed for current and former Raytheon employees to share how to maximize key features specific to your benefit plans that many employees may be unaware of. While Raytheon does not sponsor us, our value comes from the experience we have gained working with your current and former colleagues.

To learn more, join us for a virtual discussion on retirement planning. Spouses and significant others welcome. Also, feel free to share this with your Raytheon colleagues.

Financial Advisor Kendra Kearney, APMA® will be presenting a discussion specifically designed for current and former Raytheon employees to share how retirement can be realized by maximizing key features specific to your benefit plans that many employees are unaware of. While Raytheon 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 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 Raytheon colleagues.