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...
Ed and Michele Otero,
Engineering, Pratt & Whitney
Jon and Missy Niemeyer, Executive,
Engineering, Pratt & Whitney
Graham and Teresa Webb, Executive,
Commercial Engines, Pratt & Whitney
We feel that we’re in a much better place financially with them than we ever could have been if we were doing this alone. They pay attention to what we want and need, and have helped us set and achieve our goals.
From our first meeting, we felt a high level of transparency and trust. While they provide expert advice and clearly lay out all the options, we always feel empowered to make the final decision. In addition, their focus on tax strategies has been a game-changer.
They work to understand your needs and goals, provide excellent advice, and set you on a path for success.
We feel that we’re in a much better place financially with them than we ever could have been if we were doing this alone. They pay attention to what we want and need, and have helped us set and achieve our goals.
By forming a relationship with them well in advance of a planned retirement date, the periodic check-ins have allowed us to make sure we are keeping on track with our long-term financial goals.
We appreciate how Carlos Henriques and the AdviceOne team patiently addressed our questions as we developed our retirement plan. They provide the expertise and clarity needed for us to gain the peace of mind we were hoping for as we create and execute our plan together.