Retirement Empowerment


Have you been offered the UTC Aerospace Voluntary Severance Package?

Please consider spending an evening with us and feel free to share this with any friends who might be eligible for the package.

 

"We'd love the opporunity to have a positive effect on your life. We believe that when you come to our workshop, you’re interested in hearing real solutions.  That’s why our workshops focus on empowering you in retirement - with clear information you can use immediately.  We’ll share an interactive evening of discussion that’s tailored to your specific decisions.  We've worked extensively with employees and retirees of UTC Aerospace.  Please consider spending an evening with us and we promise to answer your toughest questions clearly and honestly."

 

- Michael P. Grossman, CFP®, Carlos M. Henriques, CFP® and Tim M. Miller, CFP®

 

Topics include:

· The use of Roth in a six-figure retirement

· Matching Asset Allocation directly to your retirement plan

· An opportunity to ask questions of a fiduciary

· Collaborative approach to your decisions

· How to plan to spend more while young in retirement

 

 

 Click here to view the official invitation.

 

Live Workshop

6:00-9:00pm - Glastonbury, CT

Wednesday, July 12, 2017

 

 

 

Live Workshop

6:30-9:00pm - Charlotte, NC

Tuesday, November 14, 2017

Webinar

             7:00-9:00pm -  via Webinar                

Thursday, July 13, 2017

 

 

 

Live Workshops

6:00-9:00pm - Rockford, IL

Thursday, October 5, 2017

Wednesday, November 1, 2017

   

 

Workshop neither sponsored nor endorsed by UTC. Workshop sponsored by AdviceOne Advisory Services LLC.


Please fill out the form below to register. We look forward to seeing you!