Retirement Planning Today

Mar 18, 2021 06:30 PM - Mar 30, 2021 09:30 PM Pacific Daylight Time
Location To Be Determined

An Educational Course for Adults - Ages 50 to 70

Traditionally conducted at Hanford High School. Now being offered online and at The Pacific Crest Planning Learning Center.

  • In-person class: Thursdays, March 18 & 25 | 6:30 p.m. to 9:30 p.m.
  • Online class: Tuesdays, March 23 & 30 | 6:30 p.m. to 8:30 p.m.

Learn how to:

  • Determine the amount of money you need to retire
  • Create your own goals for a "successful retirement"
  • Eliminate debt and improve cash flow
  • Properly convert your IRA to a Roth IRA
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

RSVP

Base Camp: Hanford Pension Options - Annuity vs Lump Sum

Apr 22, 2021 06:00 PM - 07:00 PM Pacific Daylight Time
Location To Be Determined

If you are a Hanford area worker, or know someone who is, this virtual event is for you!

Interest rates are low, which may mean higher lump sum values for your pension.

Please join The Pacific Crest Planning Team as we cover this important topic that can help pre-retirees within Hanford make a better decision for their retirement future. We will dive into the difference between the pension annuity versus lump sum options. There are advantages and disadvantages of each and we will help you understand how these options can be used in your plan.

 

Join as we cover this topic via a LIVE virtual WebEx link.

Please RSVP by email using the link below.

We will email you a link to join the WebEx presentation prior to the start of the event.

RSVP

Base Camp: PNNL Retirement 101

May 20, 2021 06:00 PM - 07:00 PM Pacific Daylight Time
Location To Be Determined

Please join the Pacific Crest Planning Team from the comfort of your home for this great topic to help prepare for retirement from PNNL.


We will cover the following topics:

  • Learn which pension option is best for you and your family
  • Learn about social security strategies for your family
  • Learn what to do with your 401(k) plan at retirement
  • Learn about retiree health care options

Join as we cover this topic via a LIVE virtual WebEx link.

Please RSVP by email using the link below.

We will email you a link to join the WebEx presentation prior to the start of the event.

 

RSVP

Base Camp: Hanford Retirement 101

Jun 17, 2021 06:00 PM - 07:00 PM Pacific Daylight Time
Location To Be Determined

Learn how to maximize your ‘inside the fence’ benefits. This information will be valuable for anyone who plans on retiring from the Hanford Site, regardless of whether you are covered by Operations & Engineering, or HAMTC.

We will be covering the following topics:

  • Learn about pension options for you and your family
  • Learn about social security strategies for your family
  • Learn what to do with your 401(k) plan at retirement
  • Learn about retiree health care options

Join as we cover this topic via a LIVE virtual WebEx link.

Please RSVP by email using the link below.

We will email you a link to join the WebEx presentation prior to the start of the event. 

RSVP

Base Camp: Hanford Pension Options - Annuity vs Lump Sum

Sep 16, 2021 06:00 PM - 07:00 PM Pacific Daylight Time
Location To Be Determined

If you are a Hanford area worker, or know someone who is, this virtual event is for you!

Interest rates are low, which may mean higher lump sum values for your pension.

Please join The Pacific Crest Planning Team as we cover this important topic that can help pre-retirees within Hanford make a better decision for their retirement future. We will dive into the difference between the pension annuity versus lump sum options. There are advantages and disadvantages of each and we will help you understand how these options can be used in your plan.

Join as we cover this topic via a LIVE virtual WebEx link.

Please RSVP by email using the link below.

We will email you a link to join the WebEx presentation prior to the start of the event.

RSVP

Base Camp: Strong & Healthy in 2021

Feb 11, 2021 06:00 PM - 07:00 PM Pacific Standard Time
Location To Be Determined

A successful retirement journey requires more than just “financial fitness”. Success in retirement should also include staying physically and mentally fit. Staying physically and mentally fit helps retirees feel confident and be healthy so they can accomplish all the exciting and meaningful things they want to do in retirement.

We invite you to join our virtual Base Camp to learn strategies you can incorporate in your life to achieve a successful retirement physically, mentally and financially.

Presented by

  • Kyle Blodgett, CFP®, Senior Vice President – Financial Advisor
  • Ryan Sullivan, CFP®, CLU®, ChFC®, Senior Vice President – Financial Advisor
  • Niles Gale, Vice President – Financial Advisor
  • Guest Speaker: Leo Barillas – Owner/Head Coach of Natural Selection CrossFit

 


Base Camp: Hanford Retirement - Monthly Payment vs. Lump Sum

Oct 30, 2020 09:00 AM - 10:00 AM Pacific Daylight Time
Location To Be Determined

Join as we cover this topic via a LIVE virtual WebEx link. Please RSVP by email using the link below. We will email you a link to join the WebEx presentation prior to the start of the event.


Base Camp: Estate Planning

Oct 22, 2020 06:00 PM - 07:00 PM Pacific Daylight Time
Location To Be Determined

Join as we cover this topic via a LIVE virtual WebEx link. Please RSVP by email using the link below. We will email you a link to join the WebEx presentation prior to the start of the event.


Base Camp: Medicare 101

Sep 25, 2020 09:00 AM - 10:00 AM Pacific Daylight Time
Location To Be Determined

Join as we cover this topic via a LIVE virtual WebEx link. Please RSVP by email using the link below. We will email you a link to join the WebEx presentation prior to the start of the event.


Base Camp: Long Term Care - Understanding WA State's Long-Term Care Trust Act

Sep 17, 2020 06:00 PM - 07:00 PM Pacific Daylight Time
Location To Be Determined

Join as we cover this topic via a LIVE virtual WebEx link. Please RSVP by email using the link below. We will email you a link to join the WebEx presentation prior to the start of the event.


Base Camp: PNNL Retirement 101

May 21, 2020 06:00 PM - 07:00 PM Pacific Daylight Time
Location To Be Determined

Base Camp: PNNL Retirement 101

We will cover the following topics:

  • Learn which pension option is best for you and your family
  • Learn about social security strategies for your family
  • Learn what to do with your 401(k) plan at retirement
  • Learn about retiree health care options

We will be covering the topic via a LIVE virtual WebEx link. You will be able to listen to Kyle Blodgett, Certified Financial Planner ®, present and follow along as he shares the PowerPoint presentation with you.

Date & Time: Thursday, May 21, 202 at 6:00pm

Registration Information: Virtual WebEx info will be shared with those that RSVP prior to the start of the event.

 

 


Base Camp: Sustainable Withdrawal Rates in Retirement

May 15, 2020 09:00 AM - 11:00 AM Pacific Daylight Time
Location To Be Determined

Base Camp: Sustainable Withdrawal Rates in Retirement

Many say outliving their money is their number one fear in retirement. Join Kyle Blodgett, Senior Vice President - Financial Advisor, for this virtual event as he discusses what to consider when withdrawing funds from retirement investments and how volatile markets may affect this.

We will be covering the topic via a LIVE virtual WebEx link. Please join us from the comfort of your home as we share our knowledge on this important topic. Listen to a presentation by Kyle Blodgett, Certified Financial Planner ®, and follow along as he shares the PowerPoint presentation with you.

Date & Time: Friday, May 15, 2020 at 9:00am

Registration Information: Virtual WebEx Link will be shared with those that RSVP prior to the start of the event.


Financial education has always been at the heart of our mission.

On a regular basis, we teach a course or workshop about an important financial topic. The workshops are open to the public and rarely discuss products or services. Rather, they focus on providing our clients and the community with the important knowledge each of us needs to navigate the complexities of finances and retirement.

If you would like to sign up for one of our workshops, please contact us today. Please include the name of the workshop you would like to attend, the names of those who will be attending, and an email address or phone number for us to confirm your RSVP.

We look forward to seeing you there!

Retirement Planning Today

Mar 18, 2021 06:30 PM - Mar 30, 2021 09:30 PM Pacific Daylight Time
Location To Be Determined

An Educational Course for Adults - Ages 50 to 70

Traditionally conducted at Hanford High School. Now being offered online and at The Pacific Crest Planning Learning Center.

  • In-person class: Thursdays, March 18 & 25 | 6:30 p.m. to 9:30 p.m.
  • Online class: Tuesdays, March 23 & 30 | 6:30 p.m. to 8:30 p.m.

Learn how to:

  • Determine the amount of money you need to retire
  • Create your own goals for a "successful retirement"
  • Eliminate debt and improve cash flow
  • Properly convert your IRA to a Roth IRA
  • Select the retirement plan distribution choice that is right for you
  • Plan your retirement income to preserve a comfortable standard of living
  • Transfer the risk of potential financial losses before or during retirement
  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

RSVP

Base Camp: Hanford Pension Options - Annuity vs Lump Sum

Apr 22, 2021 06:00 PM - 07:00 PM Pacific Daylight Time
Location To Be Determined

If you are a Hanford area worker, or know someone who is, this virtual event is for you!

Interest rates are low, which may mean higher lump sum values for your pension.

Please join The Pacific Crest Planning Team as we cover this important topic that can help pre-retirees within Hanford make a better decision for their retirement future. We will dive into the difference between the pension annuity versus lump sum options. There are advantages and disadvantages of each and we will help you understand how these options can be used in your plan.

 

Join as we cover this topic via a LIVE virtual WebEx link.

Please RSVP by email using the link below.

We will email you a link to join the WebEx presentation prior to the start of the event.

RSVP

Base Camp: PNNL Retirement 101

May 20, 2021 06:00 PM - 07:00 PM Pacific Daylight Time
Location To Be Determined

Please join the Pacific Crest Planning Team from the comfort of your home for this great topic to help prepare for retirement from PNNL.


We will cover the following topics:

  • Learn which pension option is best for you and your family
  • Learn about social security strategies for your family
  • Learn what to do with your 401(k) plan at retirement
  • Learn about retiree health care options

Join as we cover this topic via a LIVE virtual WebEx link.

Please RSVP by email using the link below.

We will email you a link to join the WebEx presentation prior to the start of the event.

 

RSVP

Base Camp: Hanford Retirement 101

Jun 17, 2021 06:00 PM - 07:00 PM Pacific Daylight Time
Location To Be Determined

Learn how to maximize your ‘inside the fence’ benefits. This information will be valuable for anyone who plans on retiring from the Hanford Site, regardless of whether you are covered by Operations & Engineering, or HAMTC.

We will be covering the following topics:

  • Learn about pension options for you and your family
  • Learn about social security strategies for your family
  • Learn what to do with your 401(k) plan at retirement
  • Learn about retiree health care options

Join as we cover this topic via a LIVE virtual WebEx link.

Please RSVP by email using the link below.

We will email you a link to join the WebEx presentation prior to the start of the event. 

RSVP

Base Camp: Hanford Pension Options - Annuity vs Lump Sum

Sep 16, 2021 06:00 PM - 07:00 PM Pacific Daylight Time
Location To Be Determined

If you are a Hanford area worker, or know someone who is, this virtual event is for you!

Interest rates are low, which may mean higher lump sum values for your pension.

Please join The Pacific Crest Planning Team as we cover this important topic that can help pre-retirees within Hanford make a better decision for their retirement future. We will dive into the difference between the pension annuity versus lump sum options. There are advantages and disadvantages of each and we will help you understand how these options can be used in your plan.

Join as we cover this topic via a LIVE virtual WebEx link.

Please RSVP by email using the link below.

We will email you a link to join the WebEx presentation prior to the start of the event.

RSVP

Base Camp: Strong & Healthy in 2021

Feb 11, 2021 06:00 PM - 07:00 PM Pacific Standard Time
Location To Be Determined

A successful retirement journey requires more than just “financial fitness”. Success in retirement should also include staying physically and mentally fit. Staying physically and mentally fit helps retirees feel confident and be healthy so they can accomplish all the exciting and meaningful things they want to do in retirement.

We invite you to join our virtual Base Camp to learn strategies you can incorporate in your life to achieve a successful retirement physically, mentally and financially.

Presented by

  • Kyle Blodgett, CFP®, Senior Vice President – Financial Advisor
  • Ryan Sullivan, CFP®, CLU®, ChFC®, Senior Vice President – Financial Advisor
  • Niles Gale, Vice President – Financial Advisor
  • Guest Speaker: Leo Barillas – Owner/Head Coach of Natural Selection CrossFit

 


Base Camp: Hanford Retirement - Monthly Payment vs. Lump Sum

Oct 30, 2020 09:00 AM - 10:00 AM Pacific Daylight Time
Location To Be Determined

Join as we cover this topic via a LIVE virtual WebEx link. Please RSVP by email using the link below. We will email you a link to join the WebEx presentation prior to the start of the event.


Base Camp: Estate Planning

Oct 22, 2020 06:00 PM - 07:00 PM Pacific Daylight Time
Location To Be Determined

Join as we cover this topic via a LIVE virtual WebEx link. Please RSVP by email using the link below. We will email you a link to join the WebEx presentation prior to the start of the event.


Base Camp: Medicare 101

Sep 25, 2020 09:00 AM - 10:00 AM Pacific Daylight Time
Location To Be Determined

Join as we cover this topic via a LIVE virtual WebEx link. Please RSVP by email using the link below. We will email you a link to join the WebEx presentation prior to the start of the event.


Base Camp: Long Term Care - Understanding WA State's Long-Term Care Trust Act

Sep 17, 2020 06:00 PM - 07:00 PM Pacific Daylight Time
Location To Be Determined

Join as we cover this topic via a LIVE virtual WebEx link. Please RSVP by email using the link below. We will email you a link to join the WebEx presentation prior to the start of the event.


Base Camp: PNNL Retirement 101

May 21, 2020 06:00 PM - 07:00 PM Pacific Daylight Time
Location To Be Determined

Base Camp: PNNL Retirement 101

We will cover the following topics:

  • Learn which pension option is best for you and your family
  • Learn about social security strategies for your family
  • Learn what to do with your 401(k) plan at retirement
  • Learn about retiree health care options

We will be covering the topic via a LIVE virtual WebEx link. You will be able to listen to Kyle Blodgett, Certified Financial Planner ®, present and follow along as he shares the PowerPoint presentation with you.

Date & Time: Thursday, May 21, 202 at 6:00pm

Registration Information: Virtual WebEx info will be shared with those that RSVP prior to the start of the event.

 

 


Base Camp: Sustainable Withdrawal Rates in Retirement

May 15, 2020 09:00 AM - 11:00 AM Pacific Daylight Time
Location To Be Determined

Base Camp: Sustainable Withdrawal Rates in Retirement

Many say outliving their money is their number one fear in retirement. Join Kyle Blodgett, Senior Vice President - Financial Advisor, for this virtual event as he discusses what to consider when withdrawing funds from retirement investments and how volatile markets may affect this.

We will be covering the topic via a LIVE virtual WebEx link. Please join us from the comfort of your home as we share our knowledge on this important topic. Listen to a presentation by Kyle Blodgett, Certified Financial Planner ®, and follow along as he shares the PowerPoint presentation with you.

Date & Time: Friday, May 15, 2020 at 9:00am

Registration Information: Virtual WebEx Link will be shared with those that RSVP prior to the start of the event.