Rise Private Wealth Management helps many employees toward retirement – including current and former BAE Systems employees.
On September 30th, Private Wealth Advisor Bob Bonfiglio, CFP®, ChFC®, MBA and Barron's® Top 1,200 advisor 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.
Bob 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 learn more, join us for dinner and a discussion on open enrollment and retirement planning. Spouses and significant others welcome. Also, feel free to share this with your BAE Systems colleagues.
Attendees will sit at separate tables of 2-6 people. Food and beverage will be served at the event. Please be sure to arrive on the earlier side to grab a drink before the presentation starts!
RSVP: You and your guest(s) by September 27 to email@example.com
There is no cost or obligation.
Space is limited. This is an informational presentation. There is no cost or obligation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIALPLANNER™ and CFP® certification mark (with plaque design) logo in the U.S.
Investment products are not federally or FDIC-insured, 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.
Rise Private Wealth Management is not affiliated with or sponsored by BAE. Reference to any product within a plan is based on knowledge as of 08/2021 and Rise Private Wealth Management does not offer any analysis or opinion of product changes after that date.