About this event
For some, retirement is right around the corner and for others, it is years away. No matter where you are on the scale for retirement, this session will educate on the challenges of investing for retirement and the need for guaranteed income.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Hawaii State Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.
As a Divisional Vice President, Kevin travels throughout southern and central California, Oregon and Hawaii, working with financial advisors to provide out-of-the-box ideas and strategies for getting results, no matter the changes or challenges in the marketplace.
Registered through CUSO Financial Services, L.P. ("CFS")* Kim has 15+ years of experience in the financial industry. She provides strategic financial management solutions for clients interested in investing, estate and retirement planning, retirement spending, long-term care solutions and more.
Kathy’s passion in financial education stems from more than 20 years of experience providing counseling, guidance, coaching in both her professional and volunteer work. As a Credit Union Certified Financial Counselor she is experienced in delivering financial training, education, and counseling.
Hawaii State Federal Credit Union is more than a bank, and not just another credit union. “Always right by you” isn't just another slogan. This phrase exemplifies our personal, heartfelt and sincere manner in which we interact with our members, fellow employees and community.
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