Retirement Empowerment for Engineering and Aerospace employees
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, Honeywell or L3 Harris. Testimonials are not endorsed by Lockheed Martin, Honeywell or L3 Harris.
Steve and Sharon Rogers, retired Executive,
Operations & Aerostructures, Lockheed Martin
Benny Chowaniec, Operations,
Stanley Black & Decker (formerly Pratt & Whitney)
Graham and Teresa Webb, Executive,
Commercial Engines, Pratt & Whitney
Lynda Fredette, retired, EHNS, Lockheed Martin
Mark Fredette, retired, Commercial Engines, Pratt & Whitney
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.
Topics Include:
- The use of Roth for a six-figure-income retirement
- Matching Asset Allocation directly to your retirement plan
- Collaborative approach to your decisions
- How to plan to spend more while young in retirement
- An opportunity to ask questions of a fiduciary
Workshop neither sponsored nor endorsed by Lockheed Martin, L3 Harris or Honeywell. Workshop sponsored by AdviceOne Advisory Services, LLC.
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