Retirement Empowerment for employees of Pratt & Whitney
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.
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.
Listen to see what your valued colleagues have to say about us...
Chris and Maria Lehane,
Operations, Pratt & Whitney
Art Utay, retired, Operations, Pratt & Whitney
and Janet Wade-Utay, retired, Quality, Pratt & Whitney
Gene and Lynn Tiano, retired,
Quality, Pratt & Whitney
Steve and Sharon Rogers, retired Executive,
Operations, Pratt & Whitney
You won’t find a better group of people to work with before or during retirement.
Dani Francini helped us create a retirement plan that allowed us to understand the timing of when each of us can retire and ensure that we have the proper nest egg to allow us to live a comfortable lifestyle within our means.
They have guided us and given us confidence in our financial planning and strategy, shared tips we didn't know about and helped us prepare for many family milestones/goals. But most of all they supported us in reaching my goal of retiring when I was ready to go and ensured we would be okay all the way to the ‘end of the spreadsheet’!
They work to understand your needs and goals, provide excellent advice, and set you on a path for success.
Working with Tim Miller has significantly improved our family’s comfort in negotiating complex, long-range decisions that impact our family’s financial well-being. We tried other approaches to managing our finances, but none came close to the results - and the trust - we’ve found with AdviceOne.
We particularly appreciate AdviceOne’s transparency, responsiveness, professionalism and care. We are very pleased to be in partnership with the AdviceOne team.
We love having AdviceOne manage our money and our retirement journey. Their commitment to their clients’ financial well-being is unrivaled.