Retirement Empowerment for employees of Pratt & Whitney
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 Pratt & Whitney. Testimonials are not endorsed by Pratt & Whitney.
Jim Kane, retired,
Digital Technology, Pratt & Whitney
Paul Pandolfi,
Digital Technology, Pratt & Whitney
One of the best decisions my wife and I have ever made was attending an AdviceOne Retirement Empowerment Workshop. We are now happily retired with finances all in order and with an ongoing investment plan for our future. AdviceOne truly cares about our family, our finances, and our future.
They took a great weight off my shoulders in navigating my post-corporate career income streams, including how to properly access 401(k) funds and set up proper assets for retirement income.
We appreciate the individualized attention, and the team makes us feel a part of the AdviceOne decisions and family.
I have nothing but good things to say about AdviceOne. Their familiarity with the RTX benefits system has proven to be valuable. The personal touch provided by the team makes every interaction comfortable.
I heard about AdviceOne from several colleagues, so I attended one of their Retirement Empowerment Workshops. I was impressed with their knowledge of the Pratt savings plan, tax advantages available through the plan, and different options on how to withdraw from the plan after retirement to maximize my money.
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.
Workshop neither sponsored nor endorsed by Pratt & Whitney. Workshop sponsored by AdviceOne Advisory Services, LLC.
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.