Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

 

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

March 3
6 Retirement Goals With Just 3 Simple Buckets!
6:00 pm | Waikele Country Club
March 5
6 Retirement Goals With Just 3 Simple Buckets!
6:00 pm | Miyako Japanese Restaurant
March 9
Client Appreciation – March Birthday Brunch
11:00 am | Gyotaku Japanese Restaurant
March 11
Client Gold Medal Service Event
6:00 pm | Hale Koa Hotel in the Banyan Tree Showroom
March 14
Ambassador Appreciation Event
9:00 am | Jackson Rancheria Casino Resort
March 18
Client Gold Medal Service Event
6:00 pm | Papapolloni Mediterranean Bistro
March 28
Ambassador Appreciation Event
5:00 pm | Polynesian Cultural Center

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at Manteca office: 209-825-8888 or Waipahu office: 808-469-4361

Call Now Button