Waikele Country Club
94-200 Paioa Pl.
Waipahu, HI 96797 United States
April 4, 2023
6:30 pm
About the event
Join us for a joint presentation with a special guest speaker – estate planning attorney Isaiah Cureton.
Financial Planning Topics:
- STOCK MARKET VOLATILITY: Would a market correction create additional challenges on meeting your planned retirement date?
- TAX-EFFICIENT STRATEGIES: Strategies to protect your retirement income from potential tax increases.
- RETIREMENT INCOME: Will you have enough? Learn strategies to help generate guaranteed income for life.
- THE SECURE 2.0 ACT: What the 2022 tax legislation means for your retirement savings and how it may impact your IRA withdrawals.
Estate Planning Topics:
- ESTATE PRESERVATION: How to help protect your estate and how to preserve and manage your family wealth over multiple generations.
- INCAPACITY: Is someone designated to manage your estate and affairs in the case of incapacity, or worse?
- LEGACY: Do you have a plan in place to ensure a smooth transfer of assets to the next generation?
Register For This Event
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