Base Camp: Long Term Care

Long Term Care

RSVP

Base Camp: Volunteer Opportunities in our Community & Food Drive

Volunteer Opportunities in our Community - Got time? 

 

“Now that I’m retired, I don’t know how I ever had time to work.”

Is that something you have heard from any of your newly retired friends or family members? As a new retiree, are you finding that you feel the same way, or do you have time and talents to still give, on your own time? Please join us for this event where we will be exploring and learning about some wonderful volunteer opportunities from some of our community’s local charities.  

Bring along a Non- perishable food to donate to one of our local food banks as part of RBC’s annual Fight against Hunger campaign.

 

We will be hosting this event at The Gesa Carousel of Dreams! 

2901-F Southridge Blvd

Kennewick, WA 99338

RSVP

Annual Holiday Open House

Location and details TBD. For now, just save the date! 

RSVP

Base Camp: Don't Get Scammed!

Red flags to watch for to make sure you don't fall victim to a sophisticated scam artist. 

As technology becomes more sophisticated to help our lives, scammers also evolve to keep up and become more sophisticated themselves. Learn about the red flags and warning signs you need to know to educate and protect yourself against computer, internet and smartphone scams.

Base Camp: Required Minimum Distributions

Tips & tricks to maximize your RMD.

Join us for this Base Camp as we cover the following topics:

• What is a Required Minimum Distribution?
• Who has to take them?
• What accounts are subject to the rule?
• How is the RMD calculated?
• How the new Secure Act 2.0 has changed the RMD rules and affect inherited IRA accounts
• Ways to understand and plan accordingly for RMDs within the context of your personal financial planning.

This workshop will be a great opportunity to gain more knowledge about RMDs, how they might affect you and your plan.

Retirement Planning Today

Retirement Planning Today ® - An Educational Course for Adults Age 50-65

Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence. By attending Retirement Planning Today®, you learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.

Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.

This course is held at Hanford High School. Please select the RSVP button below and you will be taken to the registration website for this event. 

Base Camp: Life Planning in Retirement

Base camp: Life Planning in Retirement

The Life Planning for Retirement workshop will help you define what “successful retirement” means to you and help you create your personal goals to reach it. We will start by understanding the difference between the decisions that you made as a worker and the decisions to be made as a retiree. This new way of thinking about savings and living will serve as a basis for your successful retirement and living a fulfilling life.

Thursday, February 9, 2023 at 6 p.m.

Location: Pacific Crest Planning Learning Center

Annual Client Christmas Open House & Santa Social

Bring the family and join us for the fun, pre-holiday festivities! 

We know it’s early, but we can’t wait to kick off this holiday season with some of our favorite people, and your families. The Pacific Crest Planning Team will have food and drinks to share, games to play, crafts and activities to enjoy, face painting for kids of all ages, and unlimited carousel rides. Oh, and a visit from the jolliest old elf around!

Our gift to you this year is a family portrait brought to you by Breshears Professional Photography. We will email you your digital copy of your family photo one week after the event, just in time for you to add it to your 2022 Holiday cards.

This is a family friendly event so please feel free to invite the kids, grandkids, and your closest friends.

Date and time:

Thursday, November 17, 2022 | 5–8 p.m.

Dinner: 5–7 p.m.

Family photos with Breshears Professional Photography: 5–7 p.m.

Santa visit: 6–7:30 p.m. S’mores: 6:30–7:30 p.m.

Location:

Gesa Carousel of Dreams 2901-F Southridge Boulevard Kennewick, WA 99338

 

Base Camp: Hanford Pensions Options - Annuity vs Lump Sum (Repeat)

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

Many people on the verge of retirement are wondering which pension option may be best for them. With so many choices such as straight life annuity, joint and survivor, period certain and lump sum, choosing a pension option can be a daunting task! 

This in-person event will help provide important information so that you can make the best choice with your pension for your retirement life plan.

Should you, or someone you know, have questions about their pension, or which option to take, this one hour event will be a great place to start learning more information on this decision.

Join as we cover this topic at our office learning center.

Please RSVP by email using the link below or send an email to pacificcrestplanning@rbc.com .

Retirement Planning Today

Retirement Planning Today® — An Educational Course for Adults Age 50-65

Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence. By attending Retirement Planning Today®, you learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.

 

Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.

 

Upcoming Courses

Clicking on one of the links below will transfer you to the registration service.

 

Retirement Planning Today® Courses

• Hanford High School , Tuesdays, Sep. 27 and Oct. 4, 6:30 p.m. to 9:30 p.m.

• Hanford High School , Thursdays, Sep. 29 and Oct. 6, 6:30 p.m. to 9:30 p.m.

 

 

Base Camp: Hanford Pensions Options - Annuity vs Lump Sum

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

Many people on the verge of retirement are wondering which pension option may be best for them. With so many choices such as straight life annuity, joint and survivor, period certain and lump sum, choosing a pension option can be a daunting task! 

This in-person event will help provide important information so that you can make the best choice with your pension for your retirement life plan.

Should you, or someone you know, have questions about their pension, or which option to take, this one hour event will be a great place to start learning more information on this decision.

Join as we cover this topic at our office learning center.

Please RSVP by email using the link below or send an email to pacificcrestplanning@rbc.com .

 

Base Camp: RBC Wealth Management Online Tutorial

RBC and the Pacific Crest Planning team want to make it easy for you to view your financial accounts on-the-go. Our online account access has been improved and refreshed and we would like to take you through this system to display some key benefits to help you when using this tool.

We will be covering basic features of this system as well as providing tips and tricks on ways to customize and make this system work better for you.

It is suggested that you sign up for Wealth Management Online prior to the start of this event so that if able, you can follow along with us and try the features out on your own during the presentation.

Please join us as we cover this topic to enhance your experience with your RBC Wealth Management Online system.

 

 

Key benefits of Wealth Management Online include:

• Access your documents including tax, account statements, and trade confirmations

• Update paperless settings to dictate what documents are mailed

• View account information on your home computer, tablet, or mobile device

• See your complete financial picture—including your RBC accounts and those at other financial institutions—through the RBC Total Wealth feature

 

Fast and easy registration

If you're interested in signing up for RBC Wealth Management Online, just call the office, our team can initiate the registration process for you. You will receive an email invitation with a link to register that's valid for seven days. You can make adjustments to your paperless preferences after registering. 

Or, if you prefer, you can also register on your own. Simply gather the account numbers of the RBC Wealth Management accounts you'd like to view online and follow the link below. Then, provide necessary contact and account information, and select your User ID and password. During registration, you can also make paperless elections to receive documents online instead of by mail.

 

REGISTER FOR RBC WEALTH MANAGEMENT ONLINE

 

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

Long Term Care

RSVP

Base Camp: Volunteer Opportunities in our Community & Food Drive

Volunteer Opportunities in our Community - Got time? 

 

“Now that I’m retired, I don’t know how I ever had time to work.”

Is that something you have heard from any of your newly retired friends or family members? As a new retiree, are you finding that you feel the same way, or do you have time and talents to still give, on your own time? Please join us for this event where we will be exploring and learning about some wonderful volunteer opportunities from some of our community’s local charities.  

Bring along a Non- perishable food to donate to one of our local food banks as part of RBC’s annual Fight against Hunger campaign.

 

We will be hosting this event at The Gesa Carousel of Dreams! 

2901-F Southridge Blvd

Kennewick, WA 99338

RSVP

Annual Holiday Open House

Location and details TBD. For now, just save the date! 

RSVP

Base Camp: Don't Get Scammed!

Red flags to watch for to make sure you don't fall victim to a sophisticated scam artist. 

As technology becomes more sophisticated to help our lives, scammers also evolve to keep up and become more sophisticated themselves. Learn about the red flags and warning signs you need to know to educate and protect yourself against computer, internet and smartphone scams.

Base Camp: Required Minimum Distributions

Tips & tricks to maximize your RMD.

Join us for this Base Camp as we cover the following topics:

• What is a Required Minimum Distribution?
• Who has to take them?
• What accounts are subject to the rule?
• How is the RMD calculated?
• How the new Secure Act 2.0 has changed the RMD rules and affect inherited IRA accounts
• Ways to understand and plan accordingly for RMDs within the context of your personal financial planning.

This workshop will be a great opportunity to gain more knowledge about RMDs, how they might affect you and your plan.

Retirement Planning Today

Retirement Planning Today ® - An Educational Course for Adults Age 50-65

Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence. By attending Retirement Planning Today®, you learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.

Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.

This course is held at Hanford High School. Please select the RSVP button below and you will be taken to the registration website for this event. 

Base Camp: Life Planning in Retirement

Base camp: Life Planning in Retirement

The Life Planning for Retirement workshop will help you define what “successful retirement” means to you and help you create your personal goals to reach it. We will start by understanding the difference between the decisions that you made as a worker and the decisions to be made as a retiree. This new way of thinking about savings and living will serve as a basis for your successful retirement and living a fulfilling life.

Thursday, February 9, 2023 at 6 p.m.

Location: Pacific Crest Planning Learning Center

Annual Client Christmas Open House & Santa Social

Bring the family and join us for the fun, pre-holiday festivities! 

We know it’s early, but we can’t wait to kick off this holiday season with some of our favorite people, and your families. The Pacific Crest Planning Team will have food and drinks to share, games to play, crafts and activities to enjoy, face painting for kids of all ages, and unlimited carousel rides. Oh, and a visit from the jolliest old elf around!

Our gift to you this year is a family portrait brought to you by Breshears Professional Photography. We will email you your digital copy of your family photo one week after the event, just in time for you to add it to your 2022 Holiday cards.

This is a family friendly event so please feel free to invite the kids, grandkids, and your closest friends.

Date and time:

Thursday, November 17, 2022 | 5–8 p.m.

Dinner: 5–7 p.m.

Family photos with Breshears Professional Photography: 5–7 p.m.

Santa visit: 6–7:30 p.m. S’mores: 6:30–7:30 p.m.

Location:

Gesa Carousel of Dreams 2901-F Southridge Boulevard Kennewick, WA 99338

 

Base Camp: Hanford Pensions Options - Annuity vs Lump Sum (Repeat)

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

Many people on the verge of retirement are wondering which pension option may be best for them. With so many choices such as straight life annuity, joint and survivor, period certain and lump sum, choosing a pension option can be a daunting task! 

This in-person event will help provide important information so that you can make the best choice with your pension for your retirement life plan.

Should you, or someone you know, have questions about their pension, or which option to take, this one hour event will be a great place to start learning more information on this decision.

Join as we cover this topic at our office learning center.

Please RSVP by email using the link below or send an email to pacificcrestplanning@rbc.com .

Retirement Planning Today

Retirement Planning Today® — An Educational Course for Adults Age 50-65

Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence. By attending Retirement Planning Today®, you learn about the many ways to save for retirement as well as the advantages and disadvantages of each. You discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Above all, this course shows you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.

 

Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.

 

Upcoming Courses

Clicking on one of the links below will transfer you to the registration service.

 

Retirement Planning Today® Courses

• Hanford High School , Tuesdays, Sep. 27 and Oct. 4, 6:30 p.m. to 9:30 p.m.

• Hanford High School , Thursdays, Sep. 29 and Oct. 6, 6:30 p.m. to 9:30 p.m.

 

 

Base Camp: Hanford Pensions Options - Annuity vs Lump Sum

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

Many people on the verge of retirement are wondering which pension option may be best for them. With so many choices such as straight life annuity, joint and survivor, period certain and lump sum, choosing a pension option can be a daunting task! 

This in-person event will help provide important information so that you can make the best choice with your pension for your retirement life plan.

Should you, or someone you know, have questions about their pension, or which option to take, this one hour event will be a great place to start learning more information on this decision.

Join as we cover this topic at our office learning center.

Please RSVP by email using the link below or send an email to pacificcrestplanning@rbc.com .

 

Base Camp: RBC Wealth Management Online Tutorial

RBC and the Pacific Crest Planning team want to make it easy for you to view your financial accounts on-the-go. Our online account access has been improved and refreshed and we would like to take you through this system to display some key benefits to help you when using this tool.

We will be covering basic features of this system as well as providing tips and tricks on ways to customize and make this system work better for you.

It is suggested that you sign up for Wealth Management Online prior to the start of this event so that if able, you can follow along with us and try the features out on your own during the presentation.

Please join us as we cover this topic to enhance your experience with your RBC Wealth Management Online system.

 

 

Key benefits of Wealth Management Online include:

• Access your documents including tax, account statements, and trade confirmations

• Update paperless settings to dictate what documents are mailed

• View account information on your home computer, tablet, or mobile device

• See your complete financial picture—including your RBC accounts and those at other financial institutions—through the RBC Total Wealth feature

 

Fast and easy registration

If you're interested in signing up for RBC Wealth Management Online, just call the office, our team can initiate the registration process for you. You will receive an email invitation with a link to register that's valid for seven days. You can make adjustments to your paperless preferences after registering. 

Or, if you prefer, you can also register on your own. Simply gather the account numbers of the RBC Wealth Management accounts you'd like to view online and follow the link below. Then, provide necessary contact and account information, and select your User ID and password. During registration, you can also make paperless elections to receive documents online instead of by mail.

 

REGISTER FOR RBC WEALTH MANAGEMENT ONLINE

 

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.