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Seminar: Investment Planning for Retirement

Sunday, Oct 6, 2019
From 1:30pm to 3:30pm

Pearl City Library
1138 Waimano Home Rd
Pearl City , HI 96782

Contact: Jackie Boland

Event is closed or full.

Free Seminar: Investment Planning for Retirement

You want to make the most of your future. That’s why AARP is providing free, unbiased information that will help you make smart financial decisions so you can live the life you want to live.


1:30 PM           

Investment Planning for Retirement

Explore tax deferred investment strategies.  Presenter:  Sarah Moy, Financial Advisor

2:40 PM           

Update on Tax Reform, What’s Changed

Was your return smaller this year? Learn why.  Get information on the new W2 and the IRS online Calculator.  Presenter:  Lawton Lee, Tax Preparer

3:00 PM

Hawaii Saves - A Call To Action

Learn about a proposed program to help small business employees save for retirement.  Presenter: Jicky Ferrer, AARP Volunteer 

3:30 PM


Simple refreshments will be provided. Bring your own water bottle or use the drinking fountain.

This is an educational event. No personal financial advice or product information will be provided.  


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