SeminarRetire Without Regrets
主辦
主辦 04/25/2026
English
Honolulu Office (Pan Am Building)
1600 Kapiolani Blvd. Unit 1325
Honolulu, HI 96814, Honolulu, Hawaii
3 可報名場次
Honolulu
04/25/2026, 10:00 上午 (HST)
Honolulu Office (Pan Am Building)
1600 Kapiolani Blvd. Unit 1325
Honolulu, HI 96814, Honolulu, Hawaii
免費
您將學到
How Required Minimum Distributions are calculated and taxed
Income planning action items
Complete legacy preparation
Understand RMDs, Roth Conversions, and Retirement Income
Without Being Sold a Financial Product
Join our CPA-led retirement workshop with experienced advisors
Learn how taxes affect your retirement decisions. No products. No pressure.
活動詳情
時間10:00 上午 - 12:00 中午 (HST)
日期04/25/2026 (週六)
地點Honolulu Office (Pan Am Building)
Select your preferred session from the dropdown, click “Join Now,” and complete registration in 30 seconds. Limited seats! A confirmation email with your admission QR code will be sent.
地點
Honolulu Office (Pan Am Building)1600 Kapiolani Blvd. Unit 1325
Honolulu, HI 96814, Honolulu, Hawaii
票務資訊Each attendee requires a separate registration. One registration reserves one seat.
注意事項If you experience any issues with registration or sign-up, please arrive early and our staff will assist you on site.
相關主題認識講師
Julia Chan
Regional Vice PresidentRegional Vice President
Mike Kuan
CPA, CFP®️, EAMike Kuan, CPA and CFP®, EA helps individuals with estate, financial, and tax planning, offering trusted advice and optimized strategies. An IRS-enrolled agent and Realtor®, he combines deep financial knowledge with creative solutions. Mike holds a doctoral degree in Medicine and has studied at three top-100 universities. Recognized for his wealth management expertise, he has been featured in business publications. Outside work, he enjoys squash, NBA, and history.
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