Daniel Shelverton, CSI Trust Company

CSI Trust Company Summary of Services: CSI Trust Company is a financial Institution and a charitable non-profit – a designated 501(c)(3) organization. CSI has provided daily money management, trust and fiduciary services to a growing gap group of Hawai’i’s most fragile and vulnerable residents who do not qualify for assistance with their financial affairs since 1988. Our primary purpose is …

Tekawitha Iese, Senior Community Service Employment Program

Senior Community Service Employment Program (SCSEP) Summary of Services: The Senior Community Service Employment Program (SCSEP) is a community service and work-based job training program for older Americans. Authorized by the Older Americans Act, the program provides training for low-income, unemployed seniors and provides direct access to employment assistance through the American Job Centers in the State. The Senior Community …

Stacy Azama, AARP Foundation Tax-Aide Hawaii

AARP Foundation Tax-Aide Hawaii Summary of Services: We prepare and electronically file federal and Hawaii full-year resident tax returns. Most common tax issues are within the scope of our volunteer training, such as wages, retirement income, self-employment income and expenses (with some restrictions), interest and dividend income, and capital gains. We can also handle most itemized deductions and tax credits. …

Ty Tirpak, Ameriprise Financial Services

Ameriprise Financial Services Summary of Services: Ameriprise Financial Services provides comprehensive financial advice, investment management, and insurance. 1) Our basic methodology for a Confident Retirement. a) Covering the Essentials – will you have your day to day needs covered. Create a budget. What sources of income do I have. Social Security, Pension, Retirement accounts, rental income, annuities. What are your …

KupunaWiki Radio Show Episode 22-0723 | Bernadette Kaneshiro, First Hawaiian Bank

KupunaWiki Team Finance , Radio Shows , Real Estate Leave a Comment

Bernadette Kaneshiro, Assistant Vice President and Senior Mortgage Loan Officer from the Mortgage Banking Division at First Hawaiian Bank discusses the different mortgage loan options available such as the adjustable rate mortgage (ARM), refinancing, and home equity lines of credit (HELOC), as well as what a buyer will need to do to prepare for a mortgage loan consultation.  

KupunaWiki Radio Show Episode 22-0528 | Daniel Shelverton, CSI Trust Company

KupunaWiki Team Finance , Radio Shows Leave a Comment

Daniel Shelverton, Executive Director of CSI Trust Company, a financial Institution and a charitable non-profit – a designated 501(c)(3) organization, discusses the daily money management, trust and fiduciary services they provide for kupuna as a Corporate Trustee so that their clients can maintain a comfortable, secure and independent lifestyle through personalized trust and fiduciary solutions and related financial management.