How New Tax Law Changes May Impact You Date: Thursday, February 19, 2026 Time: 6:00 PM - 7:00 PM PST Location: Pacific Crest Planning, , 7139 West Deschutes Avenue,, Suite 101, Kennewick, WA 99336 Presented By: Kyle Blodgett, CFP®, APMA™, Financial Advisor Private Wealth Advisor Hosted By: Pacific Crest Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC. This presentation highlights what clients need to know about the One Big Beautiful Bill Act and its potential impact. Change is constant and oftentimes hard to navigate. Join us for this education event to learn how new tax law changes may impact retirees. Let us help you grow your confidence in your financial journey. 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. To reserve a spot: call us at 509.735.4477 or email us at pacificcrestplanning@ampf.com RSVP Online Event registration Leveraging Technology while Protecting Yourself in a Digital World Date: Thursday, September 24, 2026 Time: 6:00 PM - 7:00 PM 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) Number of additional guests attending with you (optional) 012345678910 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 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. 8632133ACMR1225
Leveraging Technology while Protecting Yourself in a Digital World Date: Thursday, September 24, 2026 Time: 6:00 PM - 7:00 PM PDT Location: Pacific Crest Planning, , 7139 West Deschutes Avenue,, Suite 101, Kennewick, WA 99336 Presented By: Ryan Sullivan, CFP ®, ChFC®, CLU®, APMA™ Private Wealth Advisor Hosted By: Pacific Crest Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC. Join us to learn strategies on how to make the most of your secure site, keep your information safe and avoid common online scams and frauds. Learning how to navigate technology in today’s world has become essential in all of our lives and we are here to help you navigate the ins and outs of keeping your digital information safe. 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. To reserve a spot: call us at 509.735.4477 or email us at pacificcrestplanning@ampf.com RSVP Online Event registration Leveraging Technology while Protecting Yourself in a Digital World Date: Thursday, September 24, 2026 Time: 6:00 PM - 7:00 PM 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) Number of additional guests attending with you (optional) 012345678910 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 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. 8632133ACMR1225
Planning for the Future: An Approach for your whole family Date: Thursday, October 22, 2026 Time: 6:00 PM - 7:00 PM PDT Location: Pacific Crest Planning, , 7139 West Deschutes Avenue,, Suite 101, Kennewick, WA 99336 Presented By: yle Blodgett, CFP®, APMA™ & Mary Sani APMA™ Private Wealth Advisors Hosted By: Pacific Crest Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC. Planning ahead helps you shape your legacy with intention and clarity. Join us at this event to learn how a financial advisor can help you work though important financial issues with your family and loved ones. 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. To reserve a spot: call us at 509.735.4477 or email us at pacificcrestplanning@ampf.com RSVP Online Event registration Leveraging Technology while Protecting Yourself in a Digital World Date: Thursday, September 24, 2026 Time: 6:00 PM - 7:00 PM 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) Number of additional guests attending with you (optional) 012345678910 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 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. 8632133ACMR1225
State Employee Benefits Date: Thursday, October 23, 2025 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, APMA, Private Wealth Advisor Hosted By: 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 Date: Thursday, September 25, 2025 Time: 6:00 PM - 7:00 PM PDT Location: Pacific Crest Planning, 7139 West Deschutes Avenue, Suite 101, Kennewick, WA 99336 Presented By: Denise Sliger, Licensed Agent - Senior Benefit Soltions Hosted By: 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