This workshop is designed for women of all ages and life stages who want to take control of their financial future. Whether you’re in your 30s building your career, in your 50s preparing for retirement, or somewhere in between, this course is for: Women managing personal or household…
Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains strategies that help you to make informed financial decisions. Whether your objective is…
An educational workshop where you will learn aspects of financial planning, investing, and retirement readiness. Get inspired and prepared to realize your ideal financial plan, feel financially secure, plan for investment success beyond the numbers, feel confident and supported with your retirement planning, find the best working relationship…
Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains strategies that help you to make informed financial decisions. Whether your objective is…
This event has passed. An educational workshop where you will learn aspects of financial planning, investing, and retirement readiness. Get inspired and prepared to realize your ideal financial plan, feel financially secure, plan for investment success beyond the numbers, feel confident and supported with your retirement planning, find…
These seminars have passed, but you can always contact us to hear about future events! Seminars held on Tuesdays, August 12 & 19 and Thursdays, August 14 & 21 in Honolulu. Making your money last throughout retirement has never been more…