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  • Routing # 321379070

Financial Wellness Workshops, hosted by INPAC Wealth Solutions

Financial Wellness Workshops

FREE Financial Wellness Seminars


Join INPAC Wealth for their FREE informative seminars about financial planning, retirement, medicare, and more!

RSVP Today


Thursday, May 21, 2026 @ 10:00am


This seminar will cover:
  • Investment Property performance analysis
  • Tax rules that apply to real estate
  • 1031 exchanges, depreciation, and Section 121
  • Strategies to maximize income and minimize taxes


Thursday, June 18, 2026 @ 10:00am


This seminar will cover:
  • When you plan to retire and how to get there
  • Are you on the right track with planning?
  • Retirement savings options that fit your goals
  • When to claim Social Security
  • Complimentary retirement financial planning services


Thursday, July 16, 2026 @ 10:00am


This seminar will cover:
  • The basics of Wills and Trusts
  • Benefits and drawbacks of planning
  • Complimentary consultation
  • Will & Trust review


Thursday, August 20, 2026 @ 10:00am


This seminar will cover:
  • Maximizing tax-advantaged savings
  • Leveraging new or enhanced deductions and credits
  • Strategic financial and investment planning


Thursday, September 17, 2026 @ 10:00am


This seminar will cover:
  • Medicare eligibility and enrollment
  • Medicare coverage options
  • Social Security rules
  • Strategies to maximize benefits and reduce taxes


Thursday, October 15, 2026 @ 10:00am


This seminar will cover:
  • Medicare eligibility and enrollment
  • Medicare coverage options
  • Social Security rules
  • Strategies to maximize benefits and reduce taxes


Thursday, November 19, 2026 @ 10:00am


This seminar will cover:
  • Cash flow efficiency
  • Having 6 - 8 months of emergency funds
  • Best ways to track expenses
  • Paying down debt



RECURRING SEMINAR

Featuring:
Mark Faildo, Premier Benefit Consultants
Karl Sadanaga, INPAC Wealth Solutions


This Seminar will cover:

Medicare

  • What is Medicare?
  • Medicare timelines
  • Qualifying for Medicare
  • Enrolling into Medicare
  • What does Medicare cover?
  • How to complete Medicare Coverage
  • How to make good choices about Medicare Coverage

Social Security

  • Rules surrounding collecting Social Security
  • How Social Security is calculated
  • How to make the most of your Social Security benefits
  • How taxes and working will affect your Social Security benefits
  • Ways to minimize your tax liability in retirement

 

Limited space available.  Please call (808) 292-7092 to reserve your spot today!

Investment and Insurance products are not NCUA/NCUASIF insured and are not guaranteed by HIFICU, or any Federal Government Agency. These investments and insurance products may involve investment risk, including possible loss of principal. Securities and investment advisory services offered through Osaic Wealth, member FINRA (www.FINRA.org) & SIPC (www.SIPC.org) and a registered investment advisor. Insurance services offered through INPAC Wealth Solutions and is not affiliated with Osaic Wealth or registered as a broker-dealer or investment advisor.
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