Planning WIsely for Your Future - Educational Series
About this Event
Planning Wisely for Your Future - Educational Series
As part of our commitment to serving our community, Catholic Charities Hawaiʻi is pleased to offer educational opportunities that help individuals and families make informed decisions for the future.
Whether you're planning for retirement, thinking about your family's future, or simply looking to better understand today's changing tax landscape, we invite you to join us for a relaxed conversation with local financial professionals.
Together, we'll explore practical strategies and current topics, including:
- Appreciated assets, such as stocks and other investments
- IRA Required Minimum Distributions (RMDs) and Roth conversions
- Real estate and investment properties
This complimentary educational session is designed to provide practical information and answer your questions in a comfortable, no-pressure setting.
Seating is limited.
Where is it happening?
Event Location & Nearby Stays:
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