financial education Workshops
Build confidence in your financial future
Our educational workshops run by Hawaii-based advisors are designed to help you empower your financial decisions. See upcoming events, with new subjects each month.
Upcoming Workshops
“Rejuvenate Your Retirement” for adults ages 65+
Making your money last through retirement has never been more challenging. This course focuses on the concerns, issues, and needs of today’s retirees. Whether you’re planning for many years in the future or looking for immediate answers to financial concerns, this course provides an eye-opening experience.
“Thriving in Hawaii”: Smart Planning for Financial Success for ages 40+
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 with your financial advisor, and achieve your retirement dreams.