Upcoming events

Markets Update

  • Nick Trombetta, Chartered Financial Analyst - Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial, LLC
  • Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial, LLC

Learn how recent events can impact your finances. During this complimentary seminar, you'll learn about:

  • Some factors that may contribute to market volatility
  • Strategies to help weather market uncertainty
For more information: email us at riseprivatewealthmanagement@ampf.com
Investment products are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involved investment risks including possible loss of principal and fluctuation in value.

Raytheon Retirement Seminar

  • Rise Private Wealth Management

I would like to invite you to a retirement planning virtual presentation exclusively for Raytheon employees hosted by Rise Private Wealth Management.

Featured speaker Financial Advisor Kendra Kearney, APMA®, will present “Raytheon Retirement Planning” in which she will review how Rise Private Wealth Management has been helping several Raytheon employees toward retirement. In her experience, there are many key features of the Raytheon benefit plans that employees are unaware of. If you are interested in learning more, I would like to invite you to join me from the comfort of your own home for a virtual meeting where Kendra will take about 30 minutes to discuss the items below.

At this meeting you will learn about:

- The principles of tax control

- The hidden potential in your Raytheon 401(k) plan

- Options you must create “tax diversification”

- How to build a source of tax-free income for your retirement

- How to manage your 401(k) as you approach retirement

- Some important features of your Raytheon pension plan

Feel free to forward this on to any colleague who would benefit from learning this vital information!

RSVP: email emma.biedrzycki@ampf.comto receive the Teams link

To reserve a spot: email us at emma.biedrzycki@ampf.com

There is no cost or obligation.

Ameriprise Financial and its representatives do not provide tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Witches, Wealth, & Wine

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

Ladies, join us for a spooky themed night out, creating space to share, learn and enjoy. Rise Private Wealth Management is hosting a panel discussion on Financial Strategies for Women.

Financial Advisors, Kendra Kearney APMA ® ,Katie Geery CFP ®, MBA, APMA®, CRPC® and Sonia Hicks APMA ®,CRPC® will discuss specific areas which influence financial stress or financial freedom, specifically around today’s changing environments. The panel will open the floor to questions from the audience. Learn some strategies that will promote financial security.

Food and beverage will be served at the event. Please be sure to arrive on the earlier side to grab a plate and ghoulish cocktail before the panel starts!

When: October 28, 2021

Doors and Food open at 5:30PM EST

Panel Discussion Starts at 6:45PM EST

Where: LaBelle Winery

345 Rt 101

Amherst, NH 03031

RSVP: You and your guest(s) by October 21st to emma.biedrzycki@ampf.com

To reserve a spot: email us at emma.biedrzycki@ampf.com