Welcoming back, Nicholas Abbott, AAMS® Managing Partner and Financial Advisor for Mission Financial Group an independent financial firm providing services such as Wealth Management, Consultation services, Trust services, and a Planning Consultation Group.
Join us as we talk with Patty Van Kuran, Vice President of Private Banking Mortgage Loan Officer at First Hawaiian Bank as she shares viable information about loan options offered to Kupuna and their families. There’s a ton of beneficial information, so stay tuned!
Christine Go dba, Agency owner of Insurance Options Hawaii provides services in helping Kupuna as they become eligible for Medicare or Retire. Christine first started her profession over 25 years ago in the Health Insurance industry and thirteen years of experience helping our Kupuna with their Medicare options. Her certifications include Life & Health License and Medicare Certified. Stay tuned …
Stacy Takekawa, attorney at Estate Planning Group talks about the basics and essentials of estate planning. She discusses the benefits of establishing a power of attorney and further details that coincide with real estate. Stay tuned for additional information.
We talked with Kanani Makaimoku, attorney at Sterling & Tucker on the importance of a living trust and recommendations to better prepare you for your estate needs. Stay tuned as we share a common scenario that involve frequently asked questions and awareness that it’s never too early to start planning for your future.
Join in as we speak with Senior Reverse Mortgage Officer, Wendy Oshiro as she shares her expertise about funding options for seniors and their families. With over a decade of service in educating our kupuna and their families about reverse mortgages, Wendy earned the Certified Reverse Mortgage Professional designation in 2019. Stay tuned for additional information about the qualifications in …
Join us as we chat with Eric La‘a about how to be financially active with your giving and the Hawaii Community Foundation.
Join us as we chat with Shari Nakamura, CPA at Wachi & Watanabe, about how to be financially active with your taxes.
Nick Abbott – Mission Financial Group Join us as we chat with financial planner, Nick Abbott about ways for seniors to stay financially fit.
Walton Liu- Attorney at Law Join us as we chat with Walton Liu, Attorney at Law. Walton has many years of experience in the sale and purchase of homes and investment properties. Tune in as Walton explains the importance of 1031 Exchanges and provides valuable insight from his background as a former CPA.