Retirement Empowerment for Engineering and Aerospace employees
Upcoming Dates:
- Thursday, October 15, 2026 - 12-1:30pm ET
- Monday, October 19, 2026 - 5-6:30pm ET
- Thursday, November 12, 2026 - 5-6:30pm ET
- Thursday, November 12, 2026 - 7-8:30pm ET
Topics Include:
- Why having money in Roth is crucial for a six-figure-income retirement
- Matching Asset Allocation directly to your spending needs
- Our collaborative process for retirement planning
- How to plan to spend more while young in retirement
- An opportunity to ask questions of a fiduciary
To register, please click the following link.
You will be prompted to create an account so that you can register for our upcoming Retirement Empowerment Webinar.
Experience The AdviceOne Difference Collaboration. Expertise. Transparency.
- You will choose whether to incorporate future-based tax strategies for the ESOP.
- You will decide on an Asset Allocation suited to your actual retirement plan.
- You will select your ideal ratio of IRA to Roth IRA assets matched to your unique retirement plan.
Finally, you’ll get the candid advice you deserve.
Testimonials are by clients of AdviceOne Advisory Services, LLC. Clients have not been paid for their testimonials. AdviceOne Advisory Services, LLC is not affiliated with Lockheed Martin.
Testimonials are not endorsed by Lockheed Martin.
Jon Martin, Executive,
Legal, former UTC
Chris and Maria Lehane,
Operations, Pratt & Whitney
Graham and Teresa Webb, Executive,
Commercial Engines, Pratt & Whitney
Ed and Michele Otero, retired,
Engineering, Pratt & Whitney
Having trusted advisors that have taken the time to understand your family’s needs and work with you when you make irrevocable decisions is a big relief. The Retirement Empowerment Workshops explaining the core strategies are great and easy to understand as well.
You won’t find a better group of people to work with before or during retirement.
Tim Miller has provided me invaluable financial planning advice and has helped me manage my portfolio better than I would like to admit. Whenever I have questions about investment strategy or how to best think about any major financial movements, I reach out to Tim.
Carlos Henriques is knowledgeable, professional, personable, and calm in a sea of uncertainty. He not only is a trusted resource for retirement planning but for all major life decisions as they relate to finance. He has turned into a very trusted member of our extended family.
It is extremely helpful that Tim Miller understands the RTX retirement system and is able to walk us through our Gateway to make strategic changes.
We feel confident and at ease knowing that AdviceOne is helping us stay on track toward a secure and fulfilling retirement. Their professionalism, transparency, and personal touch truly set them apart.