Financial Wellness Workshops

FREE Financial Wellness Seminars

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

All seminars will be held at:
Hawaiian Financial Music Hall
iHeart Radio Station
650 Iwilei Road, Suite 400
Honolulu, HI 96817

Parking:
Paid parking available at the Regal Dole Theater parking across the street.

Please note: iHeart Radio can validate your parking for ONE HOUR only; after the first hour, parking will be $3 for every half hour.

Various topics available:

WEDNESDAY, JULY 30 @ 10:00AM
FINANCIAL PLANNING

The basics of financial planning
Life insurance overview
Cash flow management
Investing basics
Complimentary financial planning services

WEDNESDAY, AUGUST 27 @ 10:00AM
ESTATE PLANNING

Basics of Wills & Trusts
Benefits and drawbacks of planning
Complimentary Consultation
Will & Trust Review

WEDNESDAY, SEPTEMBER 24 @ 10:00AM
MEDICARE & SOCIAL SECURITY

Medicare eligibility and enrollment
Medicare coverage options
Social Security rules
Strategies to maximize benefits and reduce taxes

WEDNESDAY, OCTOBER 29 @ 10:00AM
MEDICARE & SOCIAL SECURITY

Medicare eligibility and enrollment
Medicare coverage options
Social Security rules
Strategies to maximize benefits and reduce taxes

WEDNESDAY, NOVEMBER 19 @ 10:00AM
RETIREMENT PLANNING

When are you planning to retire?
Are you on the right track?
Retirement savings options
When to claim Social Security
Complimentary retirement financial planning services

Don't miss out on these valuable FREE opportunities to learn more!

FREE SEMINAR • DOOR PRIZES • REFRESHMENTS

* = required field

First Name *

Last Name *

Phone *

Email *

* I would like to attend the following seminars: (select all that apply)

July 30 - Financial Planning

August 27 - Estate Planning

September 24 - Medicare/Social Security

October 29 - Medicare/Social Security

November 19 - Retirement Planning

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.