BAE Systems Retirement Planning Dinner Date: Thursday, March 27, 2025 Time: 6:00 PM - 8:00 PM EDT Location: Copper Door, 15 Leavy Drive, Bedford, NH 03110 Presented By: Financial Advisor Katie Geery MBA, CFP®, APMA™, CRPC™, Private Wealth Advisor Nancy Burt, APMA™, CRPC™, BFA™. and Rick Chouinard APMA™, CFP®, BFA™ Hosted By: Rise Private Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC Ready to start your journey to your dream retirement? Rise Private Wealth Management is here to guide you. Join our exclusive Retirement Planning Seminar for insights from BAE Systems Retirement plans. Discover strategies to tailor your retirement plan to your aspirations. During this seminar, you'll: - Uncover hidden potential in your 401(k) plan. - Maximize key features of your benefit plan. - Explore retirement income management options. - Connect with like-minded individuals and industry experts. Don't come alone, invite your BAE Systems friends to join you! Take control of your financial future starting today. RSVP by March 20th to secure your spot. While BAE Systems does not sponsor us, our value comes from the experience we have gained working with your current and former colleagues. To reserve a spot: call us at 603.606.4255 or email us at RisePrivateWealthManagement@ampf.com RSVP Online Event registration Date: Time: Enter your information below to RSVP for this event. We will contact you via phone or email to confirm your registration. First Name Last Name Email Phone (optional) Comments/Questions/Special Needs for the event (optional) Ameriprise Financial understands that privacy and security are important to you. We will only use the information to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts. Visit the Email Preferences page to change your email choices. Submit Your RSVP was not sent. Return to form Thank you for your interest in this Ameriprise Financial event. We will contact you shortly to confirm your registration. Please note: Your registration is not complete until you have received final confirmation. Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar Share Email Text message Facebook LinkedIn X Add to Calendar Google Calendar Yahoo! Calendar This is an informational presentation. There is no cost or obligation. Ameriprise Financial Services, LLC, is not responsible for and does not attest to the accuracy of the information provided. Ameriprise Financial does not provide administrative or investment management services for the BAE Systems benefit plan and is not responsible for verifying the accuracy of the information provided by BAE Systems. Ameriprise Financial does not offer tax or legal advice. Consult your tax advisor or attorney. This information is being provided only as a general source of information and is not intended to be used as the primary basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of an individual investor. This information is not intended as legal or tax advice. Any individual projections are only estimations and are not intended to represent a guaranteed outcome. Please consult with your legal and tax advisors regarding your individual situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.© 2025 Ameriprise Financial, Inc. All rights reserved. 7658038ACMR0225