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.
KupunaWiki Radio Show Episode 22-0521 | Tekawitha Iese, Senior Community Service Employment Program
Tekawitha Iese, Program Specialist, with the State Department of Labor & Industrial Relations (DLIR) Workforce Development Division talks about the Senior Community Service Employment Program (SCSEP), a community service and work-based job training program for kupuna.
KupunaWiki Radio Show Episode 22-0514 | Stacy Azama, AARP Foundation Tax-Aide Hawaii
Stacy Azama, State Technology Specialist from AARP Foundation Tax-Aide Hawaii, discusses the free tax services, focused on the tax needs of low and middle income taxpayers with a special emphasis on the unique needs of senior citizens, they provide during Tax Season.
KupunaWiki Radio Show Episode 22-0507 – Ty Tirpak, Ameriprise Financial Services
Ty Tirpak, Associate Financial Advisor, from Ameriprise Financial Services discusses Financial Planning and their basic methodology for a Confident Retirement.
KupunaWiki Radio Show Episode 252 | Alan Kimura, Pacific Estate Solutions
Alan Kimura, Owner and Senior Consultant of Pacific Estate Solutions shares about the importance of a comprehensive individual or family plan incorporating Estate Planning, Financial Planning, and Insurance.
KupunaWiki Radio Show | Episode 231 John Robinson, Financial Planning Hawaii
John Robinson gives our audience a market update and let’s us know how to prepare and check our readiness for a potential but unlikely, market downturn.
KupunaWiki Radio Show | Episode 229 Mission Financial Group Hawaii
We brought in the Missional Financial Group to dive into retirement and how they can use their real estate assets to live out their ‘second season of life’. Tune in as they share how they’ve helped their clients with this exciting transition.
KupunaWiki Radio Show | Episode 228 Dan Falardeau, New Direction Trust Company
Dan Falardeau shares the details about self directed IRA’s. Breakind gown the details and process, Dan distinguishes how they differ from traditional IRAs. Tune into the episode to learn more!
KupunaWiki Radio Show | Episode 216 Matthew Skeele, NetLending Home Loans
Matthew Skeele with NetLending Home Loans talks more with us about real estate and lets us know about interest rates and everything we need to know about this hot summer market!
KupunaWiki Radio Show | Episode 197 Joel Kurata, Element Mortgage
We spoke with Element Mortgage’s Joel Kurata about how his business has been throughout the pandemic and the hectic workload it has brought.