Events

Rise Private Wealth Management invites you to our Annual BAE Systems Bash - an evening designed to reconnect, reminisce, and celebrate the shared experiences that continue to bring us all together - while enjoying time with both familiar faces and new connections beyond the workplace.

Learn how our work with BAE Systems began with Private Wealth Advisor and Barron’s Top 1,500 Financial Advisor for 2026, Bob Bonfiglio, as he presents: Retirement Planning: BAE SYSTEMS

The presentation covers how our team continues to support BAE employees with their deferred compensation and long-term incentive programs.

Private Wealth Advisor Nancy Burt and Financial Advisor Rick Chouinard will be offering brief 1:1 calculation demos to help you stay confidently on track toward your retirement goals.

Hors d'oeuvres and drinks will be served.

Guests are warmly invited - feel free to bring a spouse, partner, or a fellow BAE colleague.

Please RSVP by Thursday, June 11th. Looking forward to seeing you there!

When a loved one has special needs, planning is not just about money. It’s about protecting routines, opportunities, and the life you have built together. Changes in health or ability can happen at any time, and when they do, a family’s financial world can shift overnight. Having the right guidance in place can make all the difference.

Join Rise Private Wealth Management for an informative, practical workshop designed for families, caregivers, and loved ones navigating the financial realities of special needs planning.

Presented by Private Wealth Advisor Nathaniel Krakow, BFA™, CRPC™, APMA®, ChSNC®, a Chartered Special Needs Consultant®, this virtual session will cover:

• Ways to protect benefits while building long-term financial security
• Planning strategies tailored to caregivers and families
• Simple steps you can take today to strengthen your long-term plan

This workshop is designed to offer clarity and reassurance. Whether you’re caring for a child, a spouse, a parent, or planning for your own future, specialized financial guidance can help you protect what matters most and move forward with confidence.

Join us on Thursday, April 16th at 12:00 PM EST for a conversation with Meera Pandit, Executive Director and Global Market Strategist at J.P. Morgan. Discover the latest perspectives on global markets and economic trends in 2026. During this complimentary session, we’ll explore key themes including valuations, earnings outlooks, and the macro factors influencing investment decisions today.

Please feel free to share this invitation with anyone who would benefitfrom these timely market insights.

About Meera Pandit:

Meera is responsible for delivering timely market and economic insights to institutional and retail clients and conducting research on the global economy and capital markets. She is a contributor to publications such as the Guide to the Markets and is a frequent guest on Bloomberg, Yahoo! Finance, CNBC, CNN, and other financial news outlets.

Meera earned a B.A. in English from Tufts University and holds Series 7and 63 licenses. She is a CFA charter holder. Meera was featured as MarketWatch’s “Forecaster of the Month” in February 2020.

In honor of International Women’s Month, we are excited to invite you to a special virtual event: Savvy Women, Smart Investors: Taking Charge of Your Financial Future.

Hosted by Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC and presented by Liz Flint, Business Development Consultant at MFS Investment Management.

Let’s talk about feeling more confident and in control of your financial life. During this complimentary session, we’ll dig into the real‑world money moments women face at every stage of life. We’ll explore practical strategies and insights to help you take charge of your financial future with confidence and purpose.

Empowerment grows when shared so feel free to pass this along to a friend, colleague, or any other woman in your life who may benefit from the insights this session will provide.

Cyber threats are constantly evolving—and so should your defenses. Join Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC for an eye-opening session that will help you safeguard your personal and financial information.

Moderated by Rise Private Wealth Advisor, Tony Rizzuto, CFP®, APMA® and presented by MFS Investment Management’s Senior Business Development Strategist, Doug Orton, this session aims to empower you with practical tips to help you stay secure in today’s data driven world.

During this session, we will discuss:

• Spotting red flags: Common scams—direct, digital, and hybrid
• How to fight back: Practical prevention tips to protect your data
• The importance of acting fast: Steps to take if you become a victim

Don’t miss this chance to strengthen your cybersecurity awareness and protect what matters most.

We encourage you to pass this along to anyone who could gain insights from this informational discussion!