May 6, 2026
This two-part seminar is available on Tuesdays, June 16 & 23 or Thursdays, June 18 & 25, 2026 This educational course is designed to help Hawaii’s retirees navigate today’s increasingly complex financial environment. Rejuvenate Your Retirement® covers critical topics including sustainable retirement income strategies, Social Security optimization,…
March 18, 2026
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 to…
July 20, 2025
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 challenging. People are…