Upcoming events

Join Us for Our Holiday Party

PST

Gesa Carrosel of Dreams, 2901 Southridge Blvd., Kennewick, WA 99338

Pacific Crest Planning

Pacific Crest Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Join us for our annual holiday party at the Gesa Carousel of Dreams

To reserve a spot: call us at 509.735.4477 or email us at pacificcrestplanning@ampf.com
RSVP Online

Past events

State Employee Benefits

PDT

Pacific Crest Planning, 7139 West Deschutes Avenue, Suite 101, Kennewick, WA 99336

Kyle Blodgett CFP, APMA, Private Wealth Advisor

Pacific Crest Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Ready to take the next step toward retirement? Join us for a retirement planning seminar designed to provide helpful information for State Employees. Look forward to your retirement by covering topics and information necessary to help you leave with more confidence.

Guests are encouraged! If you know of someone who may benefit from this information, please share it. Space is limited. RSVP to 509.735.4477 or pacificcrestplanning@ampf.com.

Formal invitations will be sent prior to each event.

Pacific Crest Planning is private wealth advisory practice of Ameriprise Financial Services, LLC.

These are informational seminars. There is no cost or obligation.

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.

7973509ACMR0625

Medicare 101

PDT

Pacific Crest Planning, 7139 West Deschutes Avenue, Suite 101, Kennewick, WA 99336

Denise Sliger, Licensed Agent - Senior Benefit Soltions

Niles Gale, APMA, Financial Advisor, Pacific Crest Planning

This event is for you and your friends, family, and others you may know who are making important Medicare decisions soon. Please share this information with a friend and join us as we host Denise Sliger, owner of Senior Benefits Solutions. Denise will be discussing the basics of Medicare, along with important updates to Medicare programs. This will be valuable information.

Formal invitations will be sent prior to each event.

Pacific Crest Planning is private wealth advisory practice of Ameriprise Financial Services, LLC.

These are informational seminars. There is no cost or obligation. Neither Denise Sliger nor Senior Benefit Solutions are affiliated with Ameriprise Financial, Inc.

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.

7458609ACMR0125

Estate Planning 101: Strategies to help you make an impact with your estate

PDT

Pacific Crest Planning, 7139 West Deschutes Avenue, Suite 101, Kennewick, WA 99336

Kyle Blodgett, CFP®, AMPA™, Private Wealth Advisor - Pacific Crest Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC

Pacific Crest Planning, a private wealth advisor practice of Ameriprise Financial Services, LLC.

One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love.

Formal invitations will be sent prior to each event.

Pacific Crest Planning is private wealth advisory practice of Ameriprise Financial Services, LLC.

These are informational seminars. There is no cost or obligation.

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.

7458609ACMR0125