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...
Art Utay and Janet Wade-Utay, retired,
Quality, Pratt & Whitney
Laurie Prentice, retired,
Operations, Pratt & Whitney
Michele Burnat, retired Executive,
Operations, Pratt & Whitney
Bill Hastings, retired, Engine Design & Systems Integration, Pratt & Whitney
Joanne Hastings, retired, Commercial Engines, Pratt & Whitney
Tim Miller has been instrumental in securing my family’s future. He and his team are always available for consultation, and their patience and willingness to walk their clients through all the processes and options are unparalleled.
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.
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.
They work to understand your needs and goals, provide excellent advice, and set you on a path for success.
Tim Miller provides the required financial advice to live for today but also make the right moves for the future. It is nice to have an expert to take this off our plates while giving us the peace of mind that we need that he is always working in our best interest.
We love having AdviceOne manage our money and our retirement journey. Their commitment to their clients’ financial well-being is unrivaled.
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.
You won’t find a better group of people to work with before or during retirement.
Working with Dani Francini and AdviceOne brings a lot of peace of mind to the financial planning process. Having a team of resources available to answer questions, give advice, and plan actions to meet our long-term goals is invaluable. We are confident that our financial strategy will be sound through retirement and beyond.