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Shred Day

October 15, 8:00am – 12:00pm

Mark your calendars for our Shred Event! Bring all the confidential documents that have been piling up at home and shred them securely in the Piton Wealth parking lot. CI Information Management will be providing bins that will be picked up and taken to shred the same day. You bring the paper, and we will supply the Spudnuts and coffee!

You can also bring canned goods, which will be donated to 2nd Harvest, a local food bank that helps to feed families in the Tri-Cities. #servewell

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

Operation Christmas Child

Shoebox Collection, November 16th

We will be accepting shoeboxes at our Kennewick and Kalispell locations for Operation Christmas Child! Use this link to see what to pack, and print your box label:

How to Pack a Shoebox

 

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

Strategizing for a Low-Tax Retirement

May 15, 2020 @ 10:00am PST

VIRTUAL WORKSHOP

Join Facebook Live

Why should retirement planning be a priority today? The retirement landscape is constantly changing, and it is vital to plan strategically to get the most out of your investments. Here are some factors that many may not have considered:

  1. Many employers have shifted the responsibility of retirement investments to their employees as they move away from pensions toward 401(k)s or other defined contribution plans.
  2. The average life expectancy is higher than ever, so your funds need to stretch further than ever.
  3. Markets are often volatile in the short term, so it’s critical to have a plan in place to weather those ups and downs.
  4. Tax rates may rise significantly given the circumstances we are currently facing.

Join us on Facebook Live as we cover 5 tactics that should be thoughtfully considered in retirement planning:

  1. Tax Categories
  2. Capital Gains
  3. Roth Conversions
  4. Health Savings Accounts
  5. Tax Deductions

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You can also follow our hashtags: #ServeWell #PitonWealth #PitonSummit

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