Retirement Basics for Employees at the Hanford Area Date: Thursday, April 24, 2025 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®, CLU®, ChFC®, Private Wealth Advisor Hosted By: Pacific Crest Planning, a private wealth advisor practice of Ameriprise Financial Services, LLC. Learn how to manage your 'inside the fence' benefits. This information will be valuable for anyone who plans on retiring. We will be covering topics such as pension options for you and your family, social security strategies, 401(k) options at your retirement, and retiree health care options. This event is for you and your friends, family, and others you may know who are preparing to make important retirement decisions soon. Please share this information with a friend and join us for this event. Guests are encouraged! If you know of someone who may benefit from this information, please share it. Space is limited. 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. Ameriprise Financial does not provide administrative or investment management services for the HMIS Human Resources benefit plan and is not responsible for verifying the accuracy of the information provided by HMIS Human Resources. Investment products are not insured by the FDIC, NCUA or an 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. 7458609ACMR0125
Estate Planning 101: Strategies to help you make an impact with your estate Date: Thursday, May 15, 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®, AMPA™, Private Wealth Advisor - Pacific Crest Planning, a private wealth advisory practice of Ameriprise Financial Services, LLC Hosted By: Pacific Crest Planning, a private wealth advisor practice of Ameriprise Financial Services, LLC. One of the biggest benefits of estate planning is the sense of security and comfort it can bring. During this session we’ll provide guidance on how to navigate the estate planning process and highlight some important factors and strategies you’ll want to consider as you think about how to leave a meaningful legacy for the people, organizations and causes you love. 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 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. 7458609ACMR0125
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, AMPA™, 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. 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 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. 7458609ACMR0125
Explore Washington State Parks Date: Thursday, March 20, 2025 Time: 6:00 PM - 7:00 PM PDT Location: Pacific Crest Planning, 7139 West Deschutes Avenue, Suite 101, Kennewick, WA 99336 Presented By: Mary Jane Keffler, Interpretive Specialist 2 - Blue Mountain Area - Washington State Parks Hosted By: Pacific Crest Planning, a private wealth advisor practice of Ameriprise Financial Services, LLC. Join us to learn about ways to explore the beauty and history of our Washington State Parks with a special presentation from Mary Keffer, Park Specialist with the Blue Mountain Area of Washington State Parks. Discover unique opportunities to enjoy the outdoors, learn hidden gems, and plan your next adventure in retirement. This will be an engaging event designed to inspire your next journey through the natural wonders of the Pacific Northwest! Guests are encouraged! If you know of someone who may benefit from this information, please share it. Space is limited. 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 © 2024Ameriprise Financial, Inc. All rights reserved. 7458609AMCR0125
Advisor Value Date: Thursday, February 20, 2025 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®, Private Wealth Advisor Hosted By: Pacific Crest Planning, a private wealth advisor practice of Ameriprise Financial Services, LLC. Quantifying advisors' actions to make a meaningful difference. Not all advisors are created equal, and the value they add can vary significantly. Join us to explore seven key advisor actions that can enhance total value, from portfolio construction to behavioral coaching. Learn how these principals can guide you towards achieving your financial goals with confidence. Guests are encouraged! If you know of someone who may benefit from this information, please share it. Space is limited. 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 © 2024Ameriprise Financial, Inc. All rights reserved. 7458609ACMR1224
2024 Annual Client Holiday Party Date: Thursday, November 21, 2024 Time: 5:00 PM - 8:00 PM PST Location: Gesa Carousel of Dreams, 2901-F Southridge Blvd, Kennewick, WA 99338 Hosted By: Pacific Crest Planning Sponsored By: Pacific Crest Planning Event is from 5:00 p.m. to 8:00 p.m.Food will be served from 5:00 p.m. to 7:00 p.m.Family Photos with Breshears Professional Photography will be from 5:00 p.m. to 7:00 p.m.Please RSVP by Friday, 11/15. When you RSVP, please include how many adults and children will be joining with you! There is no cost or obligation.