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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!

There are no events to show

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.