“Thriving in Hawaii”: Smart Planning for Financial Success – Educational Workshop

Workshops held in Waimea, HI on January 21st or January 29th, 2026. This course includes a financial planning workbook that is yours to keep.

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.