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Registered Investment Advisor (RIA) Doc Signing

January 27 to February 8 from 6:00am-9:00pm

Piton Wealth will be making the final step in a long-time progression toward an independent practice within the Thrivent Advisor Network (TAN) Registered Investment Advisor (RIA) firm. In order to make the final step in this journey, we will be scheduling time with each of our clients, either in person or over the phone, to sign the transition paperwork. It will be important to get this step completed with a quick turnaround so that our service capabilities to our clients are not disrupted. Please visit our RIA Page for more detailed information on this transition.

Financial Planning Opportunities for 2020

March 3, 2020 @ 10:00am & 6:00pm PST

Hear from our CEO and Senior Wealth Advisor, Michelle A. Clary, on the topic of “Financial Planning Opportunities for 2020”. We will discuss investment options for a late season bull market, tax planning options, and estate planning considerations. While we monitor these subjects for each of our clients throughout the year, this presentation will help our clients to have a better understanding of how each topic applies to their own specific situation. This event is exclusively for Piton Wealth clients and their invited guests. For each friend who accompanies our clients (in-person or virtual), we will donate $25 to one of three local charities (guest’s choice). These presentations will be live at Sageland Center and also virtually via Adobe Connect. Snacks and beverages will be provided.  If you have questions, please contact   RSVP@pitonwealth.com

Shred Day

April 15, 2020  8:30am – 12:00pm PST

Mark your calendars for our first Shred Event of 2020! Bring all of the confidential documents that have been piling up at home and shred them securely in the Piton Wealth parking lot. CI Information Management will provide a mobile shredding truck on-site to do the shredding while you watch. You bring the paper, and we’ll supply the Spudnuts & coffee!

Piton Wealth is also hosting a Thrivent Action Team, and we hope you can join us as we put together Blessing Bags* for the Tri-City Union Gospel Mission & the local homeless community. #servewell

If you have questions, please contact RSVP@pitonwealth.com

 

*Piton Wealth will provide all items needed to fill Blessing Bags.

Decoding the Pension Puzzle

May 1, 2020 @ 10:00am & 4:30pm PST

One of our long-time clients recently said, “I am of the opinion that very few people understand the options available to them, and no one is able to properly educate them about their options.” Hundreds of workers in the Tri-Cities area will be retiring in the next 5 years with collectively several millions of dollars of pension benefits. The objective of the retiree should be to put themselves in the best position to make a pension election decision that allows them & their family to receive the most money, and there will not be a 2nd chance to make this big decision! Invest time now to become better versed about the elements of your pension options that are meaningful to you & allow you to maximize this valuable benefit for you & your loved ones.

  1. The “illusion of wealth” vs the misunderstanding of how much money it takes to create an income stream
  2. Coordinating your pension decision amongst all other aspects of your financial planning: SS filing decision, life expectation of pension owner and spouse, current cash flow need and survivorship cash flow need, lifetime certain option, and estate planning considerations
  3. Demystifying the pension benefits statement
  4. Pros/cons of taking a lump sum option
  5. Detailing survivorship options
  6. Understanding if there is a penalty to start early or delayed credits for starting later
  7. What about a single life option and buying life insurance?
  8. How safe is it to depend on these monthly benefits continuing in the future? 

Space is limited, so be sure to email rsvp@pitonwealth.com to reserve your spot!

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