Planning with Purpose: Clarity, Confidence, and a Plan for What’s Next

For Walla Walla area professors, staff members, and administrators.

Date: Thursday, March 26th

Time: 4 - 5 PM

Location: Petersen Hastings Wealth Advisors | 15 W. Alder St., Walla Walla, WA 99362

Light snacks and refreshments will be provided.

Gain clarity and confidence in your long-term goals - no matter what changes come your way.

Understand how your TIAA account integrates with your full financial plan.

Avoid common retirement planning mistakes.

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About the event

Life can change quickly - sometimes in ways we don’t see coming. Career shifts, market changes, and personal milestones can all impact your financial future. The question is: is your plan ready for it?

If you are a local Walla Walla professor, staff member, or administrator, there’s a good chance your retirement plan is with TIAA. But for many, it’s unclear how, or if, that account fits into their bigger financial strategy.

In times of uncertainty, having a clear, flexible, and personalized plan can provide the stability and confidence you need to move forward.

Join us for a special seminar where we’ll discuss strategies to help you:

  • Gain clarity and confidence in your long-term goals - no matter what changes come your way.

  • Understand how your TIAA account integrates with your full financial plan.

  • Avoid common retirement planning mistakes.

Whether you’re approaching retirement or simply planning ahead, this one-hour session can help you take control of your future with purpose and peace of mind.

Rachel Chacko 2025 Headshot

Meet your host

Rachel Chacko, CFP® | Wealth Advisor

Rachel Chacko is a trusted Wealth Advisor at Petersen Hastings Wealth Advisors. With a passion for helping educators, women in the workplace, families, and those in the arts community, Rachel offers a personalized approach to financial planning. She specializes in guiding individuals through complex financial decisions, ensuring their unique goals remain the focus.

Hear from past attendees:

RSVP by March 24th to reserve your seat.

Petersen Hastings Wealth Advisors - Planning with Purpose March 2026 Seminar RSVP

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