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…
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, healthcare planning, and long-term tax-efficient investing. Participants will walk away with a clearer understanding of retirement planning…
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…
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…