Planning with Purpose: From Financial Uncertainty to Clarity

For professors, staff members, and administrators at Whitman College, Walla Walla University, or Walla Walla Community College.

Date: Thursday, August 21st

Time: 12 - 1 PM

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

Lunch 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.

Male College Professor Posing Smiling

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’re a professor, staff member, or administrator at Whitman College, Walla Walla University, or Walla Walla Community College, 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

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.

RSVP by August 18th to reserve your seat.

Petersen Hastings Wealth Advisors - Planning with Purpose Seminar RSVP

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