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, retired, Operations, Pratt & Whitney
Janet Wade-Utay, retired, Quality, Pratt & Whitney
We particularly appreciate AdviceOne’s transparency, responsiveness, professionalism and care. We are very pleased to be in partnership with the AdviceOne team.
You won’t find a better group of people to work with before or during retirement.
They work to understand your needs and goals, provide excellent advice, and set you on a path for success.
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.
What we value most about working with Dani Francini is her reliability and follow through. She approaches every conversation prepared, listens carefully, and always ensures that recommendations are grounded in both data and long-term perspective.
I couldn’t be happier with our time learning and growing together in support of setting up a successful retirement plan, when the time comes, that allows for my desired lifestyle.