This special series of
sixteen financial workshops will provide you with information on:
Each session
builds upon another. Some sessions are philosophical and will
require you to really think about the values you have and lifestyle
you desire. Others provide you with more informational assistance
for a particular topic. You are encouraged to assimilate suggestions
from the speakers that are applicable to your situation and work
on your finances at your own pace.
| Session
1 |
Getting Ready for a Great Financial Future
|
Bill McRoberts & Roberta Lee-Driscoll |
| Session
2 |
Basics of Financial Planning
Client Finder Handout
|
Roberta Lee-Driscoll |
| Session
3 |
The Role of Insurance in a Financial Plan |
Michael Taylor |
| Session
4 |
Retirement Planning |
Diane Chong & Jerry Schwartz |
| Session
5 |
Investing for and during Retirement |
Diane Chong & Jerry Schwartz |
| Session
6 |
Effective Use of Estate Planning Concepts |
Judy Y. Lee |
| Session
7 |
Way to Go! With Tax Credits |
Glenna Nakamura |
| Session
8 |
Renting or Buying a Home |
Aileen Sodetani & Kenneth D. H. Chong |
| Session 9 |
Health Insurance in Hawaii &
Consumer Self-Defense |
J. P. Schmidt & Lloyd Lim
Stephen Levins |
| Session 10 |
Securities Fraud &
Hiring a Licensed Contractor |
Dean Soma;
Jo Ann Uchida |
| Session 11 |
Planning for Higher Education |
Bricen Moritsugu & Sherrie Seki |
| Session 12 |
Divorce: The Financial Issues |
Frank T. Lockwood & Bill McRoberts |
| Session 13 |
Medicare and Social Security |
Mary Rydell & Christina Messner |
| Session 14 |
Legal Issues in Caregiving –
Deciding “What If?”
|
James Pietsch |
| Session 15 |
The Costs of Family Caregiving |
Kathyrn Braun, Stella Wong & Mernie Miyasato-Crawford |
| Session 16 |
Home Safety & Housing Options
for Hawaii’s Seniors
|
Anita Haban-Nakamaejo & Cullen Hayashida |
The
University of Hawaii at Manoa is an Equal Opportunity / Affirmative
Action Institution
