Understanding Long Term Care from a well spouse's perspective Date: Thursday, August 15, 2024 Time: 6:00 PM - 7:00 PM PDT Location: Pacific Crest Planning, 7139 W Deschutes Ave, Suite 101, Kennewick, WA 99336 Presented By: Chris Britton Hosted By: Ryan Sullivan, CFP®, ChFC®, CLU®, Private Wealth Advisor Please join us as we have invited a friend of the practice to share his personal story and experience caring for an ailing spouse. This will be a question-and-answer session meant to provide insight and information to our clients and their guests. Learn firsthand from Chris’s perspective, about caring for an ailing spouse or loved one, issues when selecting caregivers, when to hire professional care, issues the well spouse faces, etc. There will also be time to ask questions of our guest. We understand this is a sensitive topic and our guest is open and honest about his experience to help others. Please join us and feel free to invite a friend or family member. To reserve a spot: call us at 509.735.4477 or email us at pacificcrestplanning@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 seminar. There is no cost or obligation. Pacific Crest Planning is private wealth advisory practice of Ameriprise Financial Services, LLC. Chris Britton is not a client of Pacific Crest Planning and is not 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2024 Ameriprise Financial, Inc. All rights reserved. 6662771ACMR0624
Volunteering in our community Date: Thursday, September 5, 2024 Time: 6:00 PM - 7:00 PM PDT Location: Gesa Carousel of Dreams, 2901-F Southridge Blvd, Kennewick, WA 99338 Presented By: Niles Gale, Financial Advisor Hosted By: Pacific Crest Planning Got time? –As you are preparing for, or newly exploring the new normal of retired life? Do you find yourself noticing you may have some time or energy to spare each week? If that sounds like you, or someone you know, please join us for this event. We will be exploring some wonderful volunteer opportunities from a few of our community’s local charities. Along with other local community groups that gather to find meaningful ways to spend their retirement, such as travel clubs, social activities and more. Pacific Crest Planning has had the honor of walking the path towards retirement with many of our clients. We hope to know that those currently enjoying their retirement find fulfillment beyond that last day of “work”. To reserve a spot: call us at 509.735.4477 or email us at pacificcrestplanning@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 seminar. There is no cost or obligation. Certified Financial Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED PLANNERTM certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Pacific Crest Planning is private wealth advisory practice of Ameriprise Financial Services, LLC Third parties and their representatives are not affiliated with Ameriprise Financial, Inc. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific 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.
How to navigate volatile markets Date: Thursday, September 19, 2024 Time: 6:00 PM - 7:00 PM PDT Location: Pacific Crest Planning, 7139 West Deschutes Avenue, Suite 101, Kennewick, WA 99336 Presented By: Kyle Blodgett, CFP ®, Private Wealth Advisor - Ameriprise Financial Hosted By: Pacific Crest Planning Markets go up and down all the time. But volatility doesn’t just refer to market losses; periods of big gains can be part of that fluctuation too. Join us as we discuss the factors that contribute to market volatility, how it behaves, and strategies you can follow to help you more confidently navigate through volatile markets. To reserve a spot: call us at 509.735.4477 or email us at pacificcrestplanning@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 seminar. 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. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. ©2024 Ameriprise Financial, Inc. All rights reserved.
Preparing for taxes in retirement Date: Thursday, May 16, 2024 Time: 6:00 PM - 7:00 PM PDT Location: Pacific Crest Planning, 7139 W Deschutes Ave, Suite 101, Kennewick, WA 99336 Presented By: Kyle Blodgett, CFP ®, Private Wealth Advisor - Ameriprise Financial Hosted By: Pacific Crest Planning During this presentation we’ll discuss three important areas of tax planning for retirement. We’ll look at possible sources of income, explain the tax control triangle, and dive into some tax strategies you can implement to help ensure you’re well positioned from a tax perspective as you enter retirement. This is an informational seminar. 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. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2023 Ameriprise Financial, Inc. All rights reserved.
Estate Planning - How an estate plan helps put you in control Date: Thursday, April 18, 2024 Time: 6:00 PM - 7:00 PM PDT Location: Pacific Crest Planning, 7139 W Deschutes Ave, Suite 101, Kennewick, WA 99336 Presented By: Ryan Sullivan, CFP®, CLU®, ChFC®, Private Wealth Advisor - Ameriprise Financial Hosted By: Pacific Crest Planning Learn about estate planning strategies that can help you leave a meaningful legacy for the people, organizations and causes you love. We’ll discuss the basic components and benefits of an estate plan, who should be involved in the process and how your advisor can help you get started. This is an informational seminar. There is no cost or obligation. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific 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. © 2024 Ameriprise Financial, Inc. All rightsreserved. 6429749ACMR0224