About this event
Two of the most important elements of retirement are Social Security and the rising costs of health care. This discussion will cover both of these topics in an effort to help you think through important decisions. We’ll cover key issues to consider before you decide on a Social Security strategy and we’ll talk about how the Medicare really works. Our goal in this meeting is to help you move toward retirement with confidence.*
* 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.
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.
Wall brings 40+ years of deep experience to Allianz Life. As a financial advisor for 25 years, he worked primarily as a tax consultant and accumulation specialist. During his 18 years at Allianz Life, his focused is on tax planning and strategy, retirement income, and legacy transfer planning.
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.
Share this event